What paperwork do I need to transfer an investment account? | NC

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Q: What paperwork do I need to transfer a deceased person's investment account from the estate to the intended beneficiary? A: Usually, if there is no transfer on death beneficiary, the account has to move in two steps — first into the estate, and then from the estate to the person entitled to receive it. The main paperwork is a certified death certificate, current certified Letters Testamentary…