How to Manage Copies of a Death Record to Transfer Ownership of a Bank Account

When a loved one dies, the executor of the Will is responsible for the estate until it's closed down. This person will have to set up a bank account in the name of the estate to collect interest and pay taxes and other debts. To obtain the right to do so, they will need the death certificate, among other things.

Difficulty: Moderately Easy

Instructions

Things You'll Need:

• Stamp
• Envelope
• Fees for the copy

Manage Copies of a Death Record

1. Contact the county recorder in which the person died to get the records directly from them if possible.

2. If this is not possible, contact the state Office of Vital Records and pay for the records directly from them. They will be able to provide you with the death certificate and any other certificates (like marriage certificates) that you might need.

Tips & Warnings

• Save on postage by requesting any necessary marriage certificate all at once, along with any other certificates you might need from the state.
• Do not buy more than one certified copy of a certificate. Anyone requesting a certified copy should return it to you.
• Follow the directions exactly. If you need a notarized statement with your request, be sure to get it or your application will be rejected.