No. of Recommendations: 1
some brokers, *if informed*, will require the estate of a non-US person to complete US probate before releasing funds. e.g., Schwab
Which ones do according to your knowledge not require that if informed?
(In some cases that's unavoidable to access the money, like when it's not a joint account and when passwords are not enough to transfer large sums; and even with a joint account at least Schwab years ago required signatures from me AND the other account holder to transfer a large sum; difficult if one of them is deceased :)
Btw Jim, thanks for the "natural person dies, trust/company does not" tip from years ago. I didn't mention your name as I was not sure whether that would be ok for you. So now I can tell the world openly: Naturally that 'fellow board member' was our super-helpful Jim.
