i have a check to deposit into a new blocked estate account. The coadministrator lives in another state. When I ask why cant she go into a branch near her to sign a signature card they won't tell me why that is not an option. I don't know what else to do. the lawyer just tells me to talk them into it but I can't. They refuse to show me the policy that says she cannot do this. Has anyone had previous experience with this?just wanted o add an answer to my own question. Call Bank of America Office of CEO executive customer relations. I explained that the bank managers would not help me and they called both branches and set it up for her to be able to sign a signature card in FL. I had almost given up. I do have an attorney but his only advice was basically "figure it out myself" So I did.
Best advice - forget Bank of America and open the account at a more friendly bank. The co administrator must sign a signature card in order to write checks, etc.
I would highly recommend contacting my receptionist, I would love to help you in any way I can.
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