Estate Accounts – Our clients ask us to manage and support accounts after they are notified a customer unfortunately passed away. Our initial communication is sent to the customer’s last known address in an attempt to identify the Executor or Authorized Individual on the account. Due to privacy requirements and federal guidelines, we do not include account information on the letter. Once an Authorized Individual is verified (online or by phone), we can provide detailed client information.
If you are the Authorized Individual for the Estate referenced in our letter, please contact us.