I am the sole heir to her estate, and listed as the executor of her will and sole heir. It was the day of a heart procedure, one that she was worried about, so she was distracted. She did not add me as a signatory on her safe deposit box, likely because she didn’t realize it was a separate form to fill out or because she forgot all about it. My mother passed away in October last year, and she had added me as a signatory on her checking and savings account the day of a heart procedure…a day before she passed.
I’ve run into a very frustrating situation with Bank of America. It could be a copy of her will, or it could be stacks of gold bullion.
Certainly not Jay, even though he’s the executor of his mom’s estate and her only heir. Going through probate in order to get the documents he needs to access the box will cost more than $1,000. What’s inside? No one knows. Before the procedure, she added him to her accounts as a signatory, not realizing that doing so didn’t give him access to her safe-deposit box.
We’re very sorry for his loss, but also very sorry that her death meant that he has to deal with Bank of America. Last fall, Jay’s mother died after a heart procedure.
