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.
Santa Ana California 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
Category:
State:
Multi-State
City:
Santa Ana
Control #:
US-01570BG
Format:
Word;
Rich Text
Instant download
