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-   -   Open an estate checking account (https://www.askmehelpdesk.com/showthread.php?t=284273)

  • Nov 23, 2008, 01:24 PM
    estatehelp
    Open an estate checking account
    What is the legally correct way to name and open an estate checking account?
  • Nov 23, 2008, 04:19 PM
    cdad

    Normally you would put the name of the estate on the header of the check. That's the entity that holds the account. The executor is the one responsible for the account. Is this an estate or a trust ?
  • Nov 23, 2008, 04:31 PM
    ScottGem

    Estate of John Doe
  • Nov 23, 2008, 06:03 PM
    Fr_Chuck

    Many people will also get a EIN number from the IRS to use for the account. But I don't believe it is requried
  • Dec 12, 2010, 02:43 PM
    mpherndon
    Comment on califdadof3's post
    Estate. We have a check for life insurance proceeds made payable to the Estate. My husband and I are Co-Executors.

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