Do I have to provide joint bank statements if boyfriend is deceased?

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Do I have to provide joint bank statements if boyfriend is deceased?

My live-in boyfriend of over 20 years passed away a couple months ago. We had a joint checking account that has since been closed, by me. The executor (his family member) now wants a copy of the last bank statement up to the day of his death. Do I need to provide this, as the account was both of ours? Or can I just provide statement as to what the balance was on the day of his death? Or, do I need to provide this at all?

Asked on June 28, 2012 under Estate Planning, Maryland

Answers:

John Arthur-Mensah

Answered 9 years ago | Contributor

You do not have to provide them anything without a court order. I would seek representation as soon as possible. If you would like I have very affordable rates and payment plans and can possibly resolve the matter quickly and efficiently.


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