Good Afternoon All,
I hope you're having a great Friday. I have an interesting one. My father recently passed away and had somewhat large holdings in an Edward Jones brokerage account (Single-2). I am the executor of the will and one of the beneficiaries, but there is no TOD on the account. Does anyone have any idea what I can expect? Just trying to see if anyone has gone through this before and what documentation I would need to provide to them.
Thanks!
I hope you're having a great Friday. I have an interesting one. My father recently passed away and had somewhat large holdings in an Edward Jones brokerage account (Single-2). I am the executor of the will and one of the beneficiaries, but there is no TOD on the account. Does anyone have any idea what I can expect? Just trying to see if anyone has gone through this before and what documentation I would need to provide to them.
Thanks!
Statistics: Posted by EDJ2024 — Fri Jan 19, 2024 2:31 pm — Replies 7 — Views 382