Estate Accounts

We are here to provide support and guidance through our estate account services, helping you manage the financial aspects of your loved one's estate with care.

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What is a an Estate Account?

An estate account is a specialized account used by an estate executor or court-appointed administrator to manage a deceased person’s assets. This account is essential for paying debts and distributing money to beneficiaries, ensuring that the assets are kept separate from those of the estate administrator.

Getting Started

You’ll need the following to open an estate account:

Letters of Administration naming the Personal Representative(s)
Tax Identification Number (also known as an Employer Identification Number, EIN) issued by the IRS for the estate. Application for EIN available at irs.gov.
Death Certificate
Valid Photo ID (unexpired Driver’s License, State ID, Passport) for each Personal Representative

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Getting Started

You’ll need the following to open an estate account:

Letters of Administration naming the Personal Representative(s)
Tax Identification Number (also known as an Employer Identification Number, EIN) issued by the IRS for the estate. Application for EIN available at irs.gov.
Death Certificate
Valid Photo ID (unexpired Driver’s License, State ID, Passport) for each Personal Representative

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Our experts are here for you.

We are here help you every step of the way. If you have questions or need assistance, schedule a phone appointment with one of our Account Specialists.

Please note that specific concerns or questions regarding your responsibilities as an estate administrator and the probate or estate settlement process should be referred to a qualified attorney, financial advisor, or probate court official.

Schedule an Appointment

Manage Your Estate Account

Notify FAIRWINDS of a Deceased Member

Fill out this form to notify us of a deceased member and we will reach out to you with next steps.

Start Form

Visit a Branch

Visit your nearest FAIRWINDS location to notify us of a deceased member or manage your estate account.

Find a Branch

Letters of Office Submission

Submit court documents on behalf of a deceased member.

Start Form