Back to the article
Video guide
Do I need a signature guarantee to transfer an inherited account? | NC
About this video
Q: Does the estate representative need a signature guarantee to transfer an inherited investment account? A: Usually, yes — if the account does not have a transfer on death beneficiary and has to pass through probate. In that situation, the account usually becomes an estate asset, and the estate representative must show authority with court papers, a death certificate, and the firm's required…