How Do I Handle a Deceased Parent’s Investment Account? | NC

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Q: How do I handle a deceased parent’s investment account during probate when the value keeps going up and down? A: Usually, you treat the investment account as an estate asset that must be collected, protected, and reported. The value on the date of death is commonly used for the probate inventory, but that does not lock in what heirs will actually receive. The account may rise or fall before…