The next few weeks
Notify investment and brokerage firms
Investment accounts pass either to a named beneficiary or to the estate through probate. Contact each firm with the death certificate. Ask them to freeze the account and send instructions for transferring the assets.
What you'll need
- A certified copy of the death certificate
- Letters Testamentary (your court appointment)
- Account numbers
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
Free · Call or text 301-539-9175