Q: No will: Mom died 10 years ago. Dad last year. Computershare holds stock in his name and in joint names. What do I do?
I printed out the holdings before Computershare closed me out of the account, even though I am executrix. There are plan shares, book entry and certificates (in a mixture of dad's name only, and jointly). I established an estate account but am unable to transfer the joint account holdings into that account. I am really at a loss as to what to do. Do I need to establish a separate account just in my mother's name, or in both their names?
A: For two different decedents, you will need two different probate actions and you can be appointed as the personal representative of each estate.
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