How do I prove a brokerage account has no TOD beneficiary? | NC

About this video

Q: How do I prove a deceased person’s brokerage account has no beneficiary or transfer-on-death designation for probate? A: The most reliable way is to get written confirmation directly from the brokerage firm’s estate or transfer department. Ask for a copy of the account registration or account title page, and, if available, the account opening paperwork or the beneficiary designation summary…