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Claiming savings from bank after relative's death.

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  • xylophone
    xylophone Posts: 45,693 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    If the account is in her name, it has been her's to do with as she pleases ever since she turned 18. 

    She has had the right to call for access and control from the age of 18 but if Grandpa  was the named Trustee, the financial institution concerned might well have required his signature to release the funds to the beneficiary.

    If so, then it may well be that the signature of his executor will be required to release the funds after his death.

    If he was bare Trustee, the funds do not form part of his estate.

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