Paperwork and process
How do I get into their safe deposit box?
Short answer
You generally need to be a co-renter on the box, or have a court order. California allows a co-renter or a successor trustee to access a box with proper documentation. The bank will require a death certificate.
What this usually means
You generally need to be a co-renter on the box, or have a court order. California allows a co-renter or a successor trustee to access a box with proper documentation. The bank will require a death certificate.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.