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What is a Letter of Appointment for an Estate?

June 13, 2020
David Parker, Esq.
What was in Ray Liotta 's Will
David Parker, White Plains and New City NY Estate Planning Attorney
David Parker, Esq.
David Parker is an attorney who specializes in Estate Planning and Elder Law and has been practicing law for 30 years. Be it Wills, Trusts, Powers of Attorney, Health Care Proxies, or Medicaid Planning, David provides comprehensive and caring counsel for seniors and their families. A large portion of David’s practice is asset protection strategies so that families do not lose their hard earned savings to nursing home care costs. He also handles probate administration for the settlement of estates.
Mom just passed away. You walk into the bank to get the money out mom’s bank account. But you are shocked when the bank says you are not allowed to have access to the bank account without getting a letter of appointment. What? The bank manager tells you: “A Letter of Appointment can be gotten […]

Mom just passed away. You walk into the bank to get the money out mom’s bank account. But you are shocked when the bank says you are not allowed to have access to the bank account without getting a letter of appointment.

What?

The bank manager tells you: “A Letter of Appointment can be gotten from a lawyer.”

You say: But I have her Last Will and Testament. I am supposed to get all the money. But still no luck convincing the banker.

So you go to the lawyer’s office and say, “I need a letter from a lawyer to get into mom’s bank account.”

Unfortunately, a letter of appointment is a court order. To get that court order you have to go through a court process called probate.

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