To obtain information about your loved one's accounts, you need:
- Available documentation detailing any accounts held with the bank.
Examples include: outstanding U.S. Bank bills, past statements or letters
- Documentation that shows you have authority to act on behalf of your loved one's estate. For example, court documentation appointing you as an executor or a small estate affidavit that authorizes you to claim the property of the deceased.
*** Testamentary documentation (like a last will and testament) without a court appointment is not sufficient to obtain information or take action on an account. Consult a legal professional to determine the proper course of action and appropriate documentation.