What Are Letters Testamentary In New York?


What are letters testamentary in New York?

Letters testamentary are court certificates that prove that you are the duly court-appointed executor of somebody’s estate.

So what does that mean?

If somebody you know died and left a will naming you as executor, it’s not enough for you to go to the bank with the will and death certificate to try to close out the deceased person’s account.

Why, do you ask?

Well, think about it.

The bank has no way of knowing if the will was signed properly, witnessed properly, forged or if the person who made the will was mentally incompetent or had any other problems when they signed the will.

That’s the court’s job, isn’t it?

So letters testamentary are your proof that the court has reviewed the will and reviewed the entire process, concluded that everything was done correctly and confirmed that you are the duly-appointed executor.

And with that certificate, you can go close bank accounts and collect assets.

Hope you found this helpful. Take care now.

[Previously posted on YouTube]

Call to Request a Free Consultation

Involved with a probate estate? Writing your will?  Pick up a copy of my book:

How Probate Works Cover 3D

How Probate Works: A Guide for Executors, Heirs, and Families

Available at Amazon.com

Questions answered in the book:

A testimonial from a reader:

⭐⭐⭐⭐⭐ “As I begin down this path with my parent’s estate, I found this resource very helpful. While the task before me now seems even more daunting than before, it’s more of an informed weight as I have an idea of what’s coming and how much it will require of me. It’s no longer the mysterious unknown that feels overwhelming, but a process that I can work through one piece at a time.”

*Disclosure: Links to my book are “affiliate links,” and as an Amazon Associate, I earn from qualifying purchases.