I need to settle my father's estate and was told the best way to go is through probate rather than a small estate affidavit. The total amount of the estate is probably about $13,000 total. This includes funds that:
a) are not within a trust
b) are not in a POD or TOD account
c) are not in a joint bank account
The advice I received was from someone at the court, not a lawyer. She mentioned that not all banks will take a small estate affidavit and will require official forms from the bank in order to allow me access to close out the accounts. Is this true?
Also, I hear getting a tax ID is required for probate. Is getting a tax ID also required for a small estate affidavit?