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Tag Archive

Below you'll find a list of all posts that have been tagged as “Letters Testamentary”

Descent and Distribution, Post #3: Transferring Stocks and Accounts after Death

How are stocks, accounts, and brokerage accounts transferred after the death of the owner?  You may have spoken with the account holder and they say they need “Letters Testamentary.”  How do you write those Letters? Don’t let that term fool you!  Letters Testamentary are the formal court document showing the appointment of an Executor or other Personal Representative of an …

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401ksBank AccountInvestment accountIRAsLetters TestamentaryProbateStock transferWills
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Carpenter & Croft, PLLC

We provide a wide range of legal services with experience spanning decades. Our past experience includes ownership of a title company, representing electric and water utilities, and the general practice of law. Give us a call at (254) 300-7909 or come by and see us on the second floor of the Bridgeview Center on the corner of Fish Pond Road and Highway 6 in Waco. We would be honored to serve you.

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