Do you offer estate accounts?

Yes! Be prepared to provide the following documents when visiting the branch or when scheduling an appointment at fairwinds.org/appointments: 

• Death Certificate
• Letters of Administration (or equivalent court document that appoints a Personal Representative/Executor)  
• IRS EIN letter
• Valid Photo ID (unexpired Driver’s License, State ID, Passport)

To speak with a FAIRWINDS wealth management expert over the phone, choose a convenient time:

Schedule an Appointment

You may also need:

• Branch Location Information