Estate Care Center Account Closure Process Guide

This guide provides detailed information regarding the procedures for closing or maintaining Wells Fargo accounts after the death of a customer. It outlines the steps to confirm authority over the estate, gather necessary documents, and prioritize immediate matters. The document specifies the types of accounts affected, including sole-owned, joint-owned, and trust accounts, and lists the required documentation for each type. Key documents include a certified copy of the death certificate and probate documentation, depending on the account type. The guide also explains the process for notifying Wells Fargo of the death, managing mortgage and brokerage accounts, and handling safe deposit boxes. Additionally, it addresses the reclamation process for federal benefits received after the customer's death. The Estate Care Center team is available to assist with any specific questions regarding the required documents and procedures.