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CTN

Letters of testamentary to reregister investment account in PA

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My husband recently passed away. He had 2 investment accounts. 1 with me as beneficiary , the other for some reason the didn't  no beneficiary. Do I need  Letters of testamentary to reregister investment account in PA? 

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1 hour ago, CTN said:

Do I need  Letters of testamentary to reregister investment account in PA? 

 

You probably should be asking that of the investment company.

 

But my guess is yes.

 

The PA probate court website should have all the information you need.

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