I'm working with a law firm to settle an estate.
I walked into a Bank of America in downtown St. Petersburg to get information of how to get the accounts closed and money transferred to an estate account where I work. I was told to have the Personal Rep comes in. The idea here is to get information for the Personal Rep before he/she shows up at a branh, IF he or she shows up.
DOESN'T BANK OF AMERICA have STANDARD PROCEDURE in place for DECEASED ACCOUNT OWNER?
Ok. I went to BOA site and got an 800 # under Closing account section of FAQ's.
Ok. I called the 800; got a person named Mark who said he'll transferred me, clicked then I got a busy signal.
Ok. I called again, got a person named Dianna (sp?) in California, who said she'll transfer me to the right place; clicked, I got the an automated system that asked me for zip or address so it can help me locate the right bank.
Ok. The automated system gave me a bank's address but no number to call.
Ok. I went to Yahoo Yellow Pages; called Sunset Point branch in Clearwater, FL; # is disconnected.
OK. I called the next branch. Spoke to Joyce. Who told me the same thing to get the Personal Rep to come in to any branch with legals.
Ok. How about the PR doesn't want to come in?