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Started By
Message
re: Legal advice - 403(b) plan
Posted on 3/28/24 at 3:53 pm to CajunInFL
Posted on 3/28/24 at 3:53 pm to CajunInFL
quote:
We are having a hard time opening an estate account for my father since he has passed away.
First, I’m sorry for your loss. I lost my mom a couple of months ago too.
As to the above, you open an estate account upon/after the death of the person. As executrix, your sister would do this.
1
Posted on 3/28/24 at 3:55 pm to Jag_Warrior
The small town atty we used, said it wasn't necessary. We've liquated two other retirement accounts and had no issue.
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