As I’ve mentioned previously, dealing with the banks and other investment offices, and actually receiving the money that belongs to the Estate, can be a challenge. Two banks in particular I had to follow-up with because they hadn’t gotten back to me, in almost 60 days! After signing paperwork in early June they said it was all in the hands of the Estate division of their banks. But that wasn’t quite the whole picture. One bank representative had taken a month off and the other was off on compassionate leave and no was available to help me, so they said. Furthermore, the Estate Information Return was due.
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