Opening an Estate Bank Account, What You'll Need and Where To Open It

619.741.0111 [email protected] DRE#01218310

One of the necessary steps to managing an estate in probate or a trust is opening an estate bank account. You’ll need to go through all the steps that I cover in this video to complete this process and know where to open the account so that you’ll be ready to handle the financial responsibilities of the probate estate in San Diego California.

00:00 Intro
00:35 How to open an estate account steps
01:12 Quick story
01:32 EIN/TaX ID # Video:
   • What is a Tax Identification Number | Sell...  
02:47 What you’ll need
03:56 Administrator without a will
04:33 EIN or TAX ID# review
05:00 Opening the account
06:15 Outro

Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.

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Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.

If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.

I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.

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Visit www.ProbateBiz.com

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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.

If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at [email protected]

California DRE license #01218310