What is the name of your state (only U.S. law)? California
My husband passed away leaving only a handwritten will (not notarized). I now have all of our assets (including my home) in my name except for one investment portfolio worth $30K.
The investment company needs a Letter of Testamentary in order to transfer that portfolio to me.
How can I get this letter without going through probate?
Is it enough to submit
My husband passed away leaving only a handwritten will (not notarized). I now have all of our assets (including my home) in my name except for one investment portfolio worth $30K.
The investment company needs a Letter of Testamentary in order to transfer that portfolio to me.
How can I get this letter without going through probate?
Is it enough to submit