Caroline J. asked

⚖️  Law

My friend who died had an account with Dreyfus. I am the legal representative of my friend. I sent Dreyfus the Certificate of Death, Copy of Last Will and Testament, Copy of W-9, Account Statement, and my driver's license, asking them to send me the balance of the account. They are asking for additional documents. Do they need anything additional beyond what I provided?

December 6th, 2023

Jose A. answered

Presenting the last will and testament alone is not sufficient. You need to hire a lawyer to put the...

December 6th, 2023

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