Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
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Do I need a signature guarantee to transfer an inherited account? | NC

Pierce Law Group

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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…

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