I was appointed as the Personal Representative of my friend's estate by the Yavapai County, Arizona Superior Court. However, when I went to the Bank of America in downtown Prescott to close out the accounts registered in the decedent's sole name I gave the bank my certified Letters of Personal Representative and a certified death certificate and offered to give them a copy of my driver's license. The bank employee's response was that it would take 4-6 weeks to process my request to close out the accounts in the decedent's name. She also told me she couldn't even talk to me about anything else pertaining to the decedent. I was both surprised and disgusted with the bank's response because I had already closed out the accounts the decedent had at two other Prescott banks in single sessions.
You need to consult an experienced Arizona probate attorney to answer your questions. This forum is for Texas attorneys.
You don't say whether you asked "why?" or "may I speak with your manager?". Those are the next steps.
This answer DOES NOT establish an attorney-client relationship. This answer is based on the limited information provided and is not intended to be conclusive advice. There are likely other factors that might influence or change the advice after a more lengthy consultation.
I don't have any good suggestions. But to anyone else, take note. NEVER USE THIS BANK! They are beyond awful.
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While I have never had this problem with probate administration in Texas, we can all agree that financial institutions don't like to lose assets under management. Perhaps a better tact would be to get your name (as Personal Representative) on the account as a signator and just write a check to a new account where you want the funds.
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