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Reply to "If brokerage account didn't have a beneficiary listed"
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[quote=Anonymous]What is the actual process for a family member like a spouse or grown child, get access to a brokerage account if no beneficiary is listed? Online says "you might have to go to probate", but this is not clear enough. If there is a valid will, what do beneficiaries have to do to get that account - do they need a judge's order or just show the bank the will and death certificate? Is there a tax implication?[/quote]
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