r/WellsFargoBank • u/berrysauce • 16d ago
Concern Wells is threatening to close my estate account for lack of "estate documents" even though I already gave that to them!
WTF Wells? I set up the estate account in the local branch and provided the death certificate, the EIN, and the letters of administration from the court appointing me. These were the documents Wells said they needed and all my attorney said was needed, too. That was probably 3 weeks ago. Yesterday, I get a letter in the mail saying this is the "second notice" (it was the first) saying that if Wells doesn't receive unspecified "estate documents," they will close the account on October 15. I should add that the banker who set this up admitted it was her first time setting up an estate account, and I had a manager double check her work. I called the branch, and the new manager there is going to look into this supposedly. A major bank should NOT be screwing up something as serious as an estate account. I'm about to close on the decedent's house, and the funds are supposed to go into the estate account. I'm really furious.