Broker of Record Letter

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A Broker of Record Letter can be used by the personal representative of a deceased person (either the Executor of the deceased person’s estate or the successor trustee of the deceased person’s trust) to contact a brokerage firm or other financial institution in order to discover whether the deceased person had any accounts with that institution.

Financial institutions can only release this information to authorized parties, so it is important to also enclose a certified copy of letters testamentary or a copy of the trust to prove that the person contacting the financial institution is authorized to have the requested information.

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