Banking

Navigating Accounts of Decedent

When someone passes away many questions may arise regarding the decedent’s financial affairs. To move through this transition, it’s important to understand what accounts the decedent held and the types of accounts.

The decedent’s financial institutions will likely offer guidance on how to access accounts (e.g. checking, saving, and loans) the decedent had and how those accounts are impacted due to the passing. There will be different outcomes depending on account type.