# Does your loved one have bank accounts?

**URL:** https://thewidowcollaborative.com/compass_v2/introducing-the-widows-compass/following-loss/weeks-to-months/obtain-a-valuation-of-all-assets-property-in-your-loved-ones-name/does-your-loved-one-have-bank-accounts/
**Author:** scribe
**Published:** March 18, 2024

> Were any of them individual accounts (without the surviving spouse listed) Required documents: Certified Death certificate Account numbers For a joint account, you will want to keep it until you’re sure there won’t be any more checks issued to your...

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- Were any of them individual accounts (without the surviving spouse listed)

- Required documents:

Certified Death certificate

- Account numbers

- For a joint account, you will want to keep it until you’re sure there won’t be any more checks issued to your loved one.

- If your loved one was the sole owner of a bank account, the account may have a beneficiary listed or a Payable on Death (POD) or Transferable on Death (TOD) instruction. If there was no beneficiary or POD, it may need to go to probate.