What is the name of your state (only U.S. law)? Louisiana
My friend has a small brokerage account listing her and deceased husband as owners. Example - Mary Smith and John Smith (decd). The brokerage has advised that to change this she must provide
1. Affidavit of Domicile
2. Death Certificate
3. Court Appointment
She has the first two, but not the third. There was no will and probate was not started because there were very few assets and she was told there was no need to do so.
Any good advice on how to get this resolved? She can travel to New Orleans if required, but doesn't know where to begin.What is the name of your state (only U.S. law)?
My friend has a small brokerage account listing her and deceased husband as owners. Example - Mary Smith and John Smith (decd). The brokerage has advised that to change this she must provide
1. Affidavit of Domicile
2. Death Certificate
3. Court Appointment
She has the first two, but not the third. There was no will and probate was not started because there were very few assets and she was told there was no need to do so.
Any good advice on how to get this resolved? She can travel to New Orleans if required, but doesn't know where to begin.What is the name of your state (only U.S. law)?