If my grandmother left me money in the bank, how doI go about getting it?
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If my grandmother left me money in the bank, how doI go about getting it?
What is the first step I need take?
Asked on December 11, 2011 under Estate Planning, Oklahoma
Answers:
Sharon Siegel / Siegel & Siegel, P.C.
Answered 13 years ago | Contributor
This depends on several variables. How did she leave for it you - in an ITF, POD, TOD or was the account joint. Assuming you are of age, I would suggest going to the bank with a death certificate. If she left it for under a will, then you will need to apply to the court for letters testamentary. I would suggest that you try the death certificate.
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