Free Broker Confirmation Letter

This letter is written to an investment firm by the personal representative or executor of an estate to request verification of the investments managed by that firm for the person who has passed away (the "decedent"). This letter may also be used to find out if an investment firm has any accounts owned by the decedent if there is uncertainty whether the decedent had any investments managed by the investment firm.

Use the Broker Confirmation Letter document if:
  • You need to confirm a decedent's ownership of stocks, bonds, or other investments with an investment firm.
  • You want to obtain the values of the investments in the account as of the decedent's date of death.
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