[IL] [IL] How does a Small Estate Affidavit work with a bank?
I need to file a small estate affidavit on my brother’s savings account. He died March 15th, and the bank says this is the way I can get it.
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You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the bank account.
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I need to file a small estate affidavit on my brother’s savings account. He died March 15th, and the bank says this is the way I can get it.
Lexi, Chatbot
I'm sorry to hear about the passing of your brother. Have you already obtained the necessary forms for filing a small estate affidavit?
yes, I believe so
Lexi, Chatbot
Do you have all the required documentation ready to submit along with the small estate affidavit?
I need to send a picture of his death certificate.
Lexi, Chatbot
Is there anything else the Lawyer should know before I connect you? Rest assured they'll be able to help with the affidavit.
no
how do I send you a picture of the death certificate, and what happens after I file this?
Courtney S. Esq
Hello, I'm an attorney and glad to assist you. What state did your brother live in?
Illinois
Courtney S. Esq
Do you already have a form for a small estate affidavit?
I don’t have a smartphone. Is there any way I can mail the death certificate to you?
Courtney S. Esq
You will need to complete the small estate affidavit, print it, and then attach the death certificate to the affidavit when you present it to the bank to retrieve the bank account.
I don’t have a printer.
Courtney S. Esq
You should be able to go to your local library to print the documents.
ok
Courtney S. Esq
Or you can go to a local Staples/Office Depot to print as well.
oh ok
Courtney S. Esq
Do you have any other questions about the process?
so I get the form printed and attach the death certificate, then take it to my brother’s bank?
Courtney S. Esq
Exactly!
ok, I will do this tomorrow
Courtney S. Esq
Sounds like a plan. Best wishes to you during this time!
thank you, I need to get him a headstone with it
Courtney S. Esq
Understandable… and the purpose of the small estate affidavit.
Courtney S. Esq
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