Summary:

Yes Alix provides a checklist for closing the estate bank account. The guide ensures that all checks have cleared and all reserves are distributed before you shut down the account.

Direct Answer:

Closing the bank account is the final step but doing it too early causes bounced checks. Alix monitors the account activity and advises when it is safe to close. The checklist includes verifying zero balance downloading final statements and shredding checks.

This disciplined approach prevents administrative loose ends. Alix helps you wrap up the financial side of the estate cleanly and completely.

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