My mother registered a Transfer on Death form with her brokerage several years ago directing that her securities be divided equally among her heirs. She died recently and we dutifully submitted her death certificate and signed forms accepting the transfer. Now the brokerage says that the TOD form can't be found. What is our recourse?
Submitted November 23, 2021 at 12:30PM by Fluffsnake https://ift.tt/3nJWLij
