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Yes, the Small Estate Affidavit should work. It may depend on the bank. When I handled a matter that included Bank of America, they required the Small Estate Affidavit form that
<u class="ContentPasted0">they</u> produced rather than the normal form. To be honest, the two were almost exactly the same;
<span style="mso-spacerun:yes" class="ContentPasted0"> </span>just one was on the B of A letterhead.<o:p class="ContentPasted0"> </o:p></p>
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The one thing I would definitely recommend is include that safe deposit box in the list of assets that are covered by the Small Estate Affidavit.<o:p class="ContentPasted0"> </o:p></p>
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Once I produced the Small Estate Affidavit and the Death Certificate to the manager, and they jump through whatever hoops they have to jump through, i was able to access the safe deposit box of the decedent.<o:p class="ContentPasted0"> </o:p></p>
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Good Luck<o:p class="ContentPasted0"> </o:p></p>
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Melody<o:p class="ContentPasted0"> </o:p></p>
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<span style="font-size:10pt; font-family:Tahoma">Melody Claire Tucker</span>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Robert R. Cole <cole-gilday@stanwoodlaw.net><br>
<b>Sent:</b> Tuesday, June 13, 2023 4:44 PM<br>
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<b>Subject:</b> [WSBAPT] SMA and safe deposit box</font>
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<p>Does a small estate affidavit work to get stuff out of a safe deposit box with only decedent's name on it? Statute looks like it would work but never tried it.<br>
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