A couple of times each year we are contacted by someone who is trying to get a Will out of a Bank Safe Deposit Box. They have the key, but are not “authorized” to access the box and remove items. Normally this can be handled relatively simply. A very short “Petition” can be filed in the Probate Court that will result in an order authorizing the Bank to allow the Box to be opened, inventoried, and instructing them to deliver the Will to the Probate Court. Click here for the form that is used in Clay County. Many times it is processed immediately and you can then go to the Bank. The Bank will normally not allow items to be removed from the box, but will often inventory the items so that you know what is there.
If you don’t have the key then the bank will likely have to arrange for someone to come in a drill open the lock. This will involve some expense and delay.
Once the Personal Representative is appointed they will be allowed full access and may remove any and all items.
Contact us if you need help or have other questions.