Determine what type of financial account(s) the decedent set up.
Individual Bank Account
Joint Owned Bank Account
Transfer on Death Account
Most banks may freeze a decedent’s account within 30 days of death. To unfreeze an account, you must contact the financial institution to determine their requirements. Often financial institutions need:
Legal paperwork designating you as Executor or Trustee
Completed bank paperwork that requires notarization or Medallion Signature