This form anticipates that a decedent left a will directing that all assets in a certain investment account be transferred to a trust. This form is a sample request to the investment firm from the trustee/executor for the assets.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.Santa Clara California Carta de instrucciones a la empresa de inversión sobre la cuenta del difunto del albacea/fideicomisario para la transferencia de activos en la cuenta al fideicomisario del fideicomiso en beneficio del difunto - Letter of Instruction to Investment Firm Regarding Account of Decedent from Executor / Trustee for Transfer of Assets in Account to Trustee of Trust for the Benefit of Decedent
State:
Multi-State
County:
Santa Clara
Control #:
US-01570BG
Format:
Word
Instant download
Description
Free preview
How to fill out Santa Clara California Carta De Instrucciones A La Empresa De Inversión Sobre La Cuenta Del Difunto Del Albacea/fideicomisario Para La Transferencia De Activos En La Cuenta Al Fideicomisario Del Fideicomiso En Beneficio Del Difunto?
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