Welcome! My goal is to do my very best to understand your situation and to provide a full and complete answer for you.
Good morning. Unfortunately, since the amount is over $150,000, California law requires you to file a petition with the probate court to be appointed the executor of your husband's estate
. Upon that appointment, the court will issue the Letters Testamentary that you can then provide the bank to access the funds.
This is the part of my job I don't like...when the law is not in favor of my customer. I wish I could tell you filing the probate petition was not necessary, but, I can only provide you information based on the law so that you can act on the best available information to you. ………..I wish I had better news, but can only hope you recognize and understand my predicament and don't shoot the messenger. I'm sorry!
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