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 Clara 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
County:
Santa Clara
Control #:
US-01570BG
Format:
Word;
Rich Text
Instant download
Description
How to fill out Santa Clara 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?
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