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John Elder
John Elder, Estate & Elder Law
Category: Estate Law
Satisfied Customers: 4631
Experience:  Over 14 years experience in Medicaid, Estates, Trust.
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My husband passed away and had no will. I am beneficiary on

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My husband passed away and had no will. I am beneficiary on his checking account at Regions bank in Tennessee. Do I just present the death certificate to acquire the money in the account and not have to open a small estate?
Welcome! Thank you for your question.

You are correct. If you are the beneficiary on the checking account then all you will need to do to get the assets in the account is to present the death certificate. The property passes according to the beneficiary agreement that your husband had with the bank and not under his estate.

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