Hello, I am new to this group. I see there is alot of expertise here.

I have a Chase SS, that the homeowner died and left her daughter as the executor of the will, but the rep I spoke to at Chase said they will need her financials. That doesn't sound right to me, she never owned the home and isn't on the loan. Any help???

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Have you sent Chase the legal documentation naming her as the executor and death certificate etc? She may need to write a short letter of explanantion but also Chase may want something going over the assets of the estate etc.

No I had not because I had called them to see who they wanted to sign the 3rd party authorization to get started. I will be sending everything later today as I just got out of the listing appt.

Was the house in a trust or is it a probate? this could make a difference. Also is the daughter the only heir? You would need to speak with the lawyer for the estate to get the exact details but if the daughter is the executor and the home has not finished the probate process there is no way the executor's financials should have anything to do with the sale. Even if the house was in trust, if there is more than one heir the executor can not possibly own the house. If the executor is only heir and the home was in trust, and the heir took deed to the property I could see how they would want her financials. But if she is not on the deed the person at Chase probably needs to get a letter from the estate's lawyer. this is a very good question. I am going to ask an estate lawyer about this if you give me some more info on the status of who is one the deed.

I agree with the comments here. I guess Chase doesn't have all their stuff together. There was a trust and that is where the daughter is the executor. I am not sure yet how many heirs there are, I know of at least 3. This is going to be a MESSY one. She is the co-executor and the other one doesn't want anything to do with it and she is the step sister. The brother had POA while she was alive and the house was deeded to the grand-daughter. 

The executrix financials are none of the bank's business. They do not have a contract with her, just the deceased. They can ask for financial info about the estate, but that is it.  The executrix, like a trustee is not personally liable for the estate/trust, just for ethical actions. You should be able to clear that up quickly at Chase by escalating to someone who uses 50% or more of his brain.

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