How Is a Brokerage Account Valued in Probate? | NC

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Q: How is a brokerage account valued in probate if the account keeps going up and down after a parent passes away? A: Usually, the account is listed in the probate inventory at its fair market value on the date of death — not at whatever the market does later. So if the account rises or falls after death, that usually does not change the original inventory value. Those later changes still matter…