Manage and distribute estate assets

Availability
For executors or court-appointed administrators of estates

Benefits and features
Full brokerage account options make it easy to facilitate the distribution of an estate’s financial assets

Easy manage, consolidate, buy and sell, or access cash to pay taxes

Get accurate estate value for IRS purposes

Transfer titles to heirs

We provide full advisory and investment management of assets

Service and support 24/7
Requirements

To open an Estate Account you will need to provide the following:

  • The decedent’s full name
  • The Tax ID number of the estate
  • Statement information for funds you may want to transfer
  • The decedent’s account number, if transferring from an existing internal account
  • Contact information
  • Social Security number
  • Employer’s name and address (if applicable)

Additionally, you’ll need to submit a copy of your letters testamentary (or letters of administration), certified as currently valid by the court clerk within the past 60 days and bearing the clerk’s original signature and seal.