Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
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How do I get estate account records if no statements exist? | NC

Pierce Law Group

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Q: How do I get brokerage account statements and tax forms for an estate when the bank says the account was inactive and didn’t generate statements? A: Usually, the personal representative should send certified letters of administration or letters testamentary, a death certificate, and a clear written request for the records needed to administer the estate. If the institution says the account…

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