State of estate: CALIFORNIA
My dad passed away in 2014 without a will. He is survived by his wife (my mom). I've determined that the estate qualifies for the simplified summary probate procedures. No proceeding is now being or has been conducted in California for administration of the estate.
For the first security I wish to transfer (transferring to my mom, per intestate succession), the institution that controls the asset issued their own "Transfer Request" form. On the first page it asks for the signature of the "current holder or legal representative." Does this mean that I (or my mom) have to officially be appointed "administrator" of the estate before we can proceed?
Thanks in advance.
My dad passed away in 2014 without a will. He is survived by his wife (my mom). I've determined that the estate qualifies for the simplified summary probate procedures. No proceeding is now being or has been conducted in California for administration of the estate.
For the first security I wish to transfer (transferring to my mom, per intestate succession), the institution that controls the asset issued their own "Transfer Request" form. On the first page it asks for the signature of the "current holder or legal representative." Does this mean that I (or my mom) have to officially be appointed "administrator" of the estate before we can proceed?
Thanks in advance.