Skip to main content

Ridgewood Savings Bank

Ridgewood Savings Bank logo
Wealth Management
Digital
Learn
safe deposit
ESTATE ACCOUNTS

The Right Account Makes Managing an Estate Simple

If you are serving as the executor of a will or the administrator of an estate, you’ve got a lot of financial responsibilities to manage, from paying debts and taxes to ensuring the estate is divided among its beneficiaries. Ridgewood Savings Bank can help make these tasks easier with a convenient Estate Account. 

What You’ll Need

Opening your Estate Account is easy. Just bring the following items into your nearest Ridgewood branch:

  • Your photo ID
  • Your Social Security Number
  • Your New York State proof-of-address
  • The estate’s Tax ID number (EIN)
  • Original court-appointed letters of testamentary or administration featuring a court seal and no older than six months
  • Original death certificate if deceased had any accounts with Ridgewood Savings Bank in the past year

 

FIND A BRANCH    SCHEDULE APPOINTMENT 

 

Why Choose Ridgewood?

Your unique financial situation calls for a unique financial institution. Since 1921, Ridgewood Savings Bank has been here to serve our fellow New Yorkers. We offer the convenience you expect from a big national bank, paired with personalized service that only a community bank can offer.

 

Estate Accounts are not permitted to have Overdraft. Other restrictions and conditions may apply.