Brother (76) died, I am his only other living relative so I am doing this all now. He did not have a will. I have already gone through a lawyer, gotten death certificate etc. I was FINALLY able to catch the case manager at Merrill lynch for 5 minutes and he said there are two accounts: a savings and a 401k, but that he’d call me back this upcoming week.
My brother had invested for over 50 years, and from previous taxes showed sales of nearly 3m just in 2020. So I’m not sure how he is saying there’s only a 401k and savings
It is possible my brother donated the money. I am thinking the case manager might not have something right though. All his browser history was there too and emails. Saw emails two days before he “did the deed” (suicide) that reflected stock trades he made with Merrill lynch. So where is the investment account? Would he really be able to shut an investment acct down in <2 days, empty acct, and make it disappear?
I’m lost and don’t know what to do from here. I also saw a proshares account statement in the mail with $500,000 in it cash, and that was supposedly linked to Merrill. But they are saying only a savings and 401k exist. ??? Any ideas?
Submitted May 07, 2022 at 11:15PM by rightstart7829 https://ift.tt/ZI1KHAF
