We understand the death of someone close to you can be overwhelming. Along with mourning the loss of your loved one, there are often financial affairs to address.

Each situation is unique, and the laws concerning the management of a deceased person’s assets vary by state. The general guidelines provided below are designed to help get you started but are not a substitute for competent legal advice; U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Notifying U.S. Bank

Notify U.S. Bank of the passing of your loved one by visiting your local branch.

 

When you visit your local branch please bring with you:

1. Valid ID

For example:

  • State Driver's License
  • State ID Card
  • U.S. Passport
  • Military ID
  • U.S. Alien Registration Card

2. Proof of Death

Original or certified copies of the death certificate are the most commonly accepted forms of documentation.

If you wish to obtain information about any accounts please also bring:

  • Available documentation detailing any accounts held with the bank.
  • 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. You should consult a legal professional to determine the proper course of action and what documentation is appropriate.


General Considerations

The general considerations below are not intended to be a comprehensive list and may not apply to interactions with U.S. Bank. Consult with a legal professional to determine the proper course of action and what documentation is appropriate for your specific situation.

Important documentation you may need to gather:

  • Multiple certified copies of the Death Certificate
  • Most recent Last Will and Testament or trust documents if needed for an attorney or the court
  • Documentation that shows who has authority to act on behalf of your spouse or other loved one’s estate or otherwise claim the property of the estate, such as probate documentation appointing you as an executor or a small estate affidavit that authorizes you to claim the property of the deceased
  • Available bank or other financial statements/documentation
  • Insurance documents – including beneficiary information
  • Outstanding bills noting any auto payments that may post to bank accounts

 

Third parties you may need to contact:

 

Equal Housing Lender, Member FDIC.

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