800-622-3631
Routing #: 314978543
Search
800-622-3631
Routing #: 314978543
Search

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When are Letters of Testamentary required?

May 20, 2025
Est. Reading: 1 minute

A certified copy of Letters of Testamentary or Administration are required to resolve an account which has no beneficiary designation in order to properly distribute funds. This is in the case of a deceased family or friend that has named you as the executor of their estate.

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