Personal
SOLVING PERSONAL LEGAL MATTERS
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If you had a joint bank or building society account with the person who has died, from the time of the death, you automatically own the money in the account.
The account is not frozen after the death and you do not need a grant of probate or any authority from the personal representatives to access it.
You should, however, tell the bank about the death of the other account holder.
This money also does need to be included in the inheritance tax forms which are required to be lodged before probate is granted.
Bank accounts and other assets in the sole name of the person who has died are usually frozen from the death until the personal representatives obtain a grant of probate or letters of administration.
If the person who has died paid household bills, then the other members of the household may be worried about how to manage between the death and the grant.
There are various ways of dealing with this problem, for example:
It is a good idea to contact a solicitor or the CAB for advice on the different options.
Get in touch to see how our experts could help you.
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Partner and Trust and Estate Practitioner, Wills, Probate, Tax and Trusts
Wills, Probate, Tax & Trusts
Lancashire
0333 207 1130
Senior Associate
Wills, Probate, Tax & Trusts
Lancashire
0333 207 1130
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Monday to Friday: 09:00 to 17:00
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