Make your Free
Broker Confirmation Letter

  • Answer simple questions to create your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Broker Confirmation Letter Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal

Broker Confirmation Letter Basics

If someone close to you has passed away and may have had investments, a Broker Confirmation Letter can help you figure this out. If you need to confirm that the deceased had stocks, bonds, or other investments, a Broker Confirmation Letter can help you quickly get that information.

Use the Broker Confirmation Letter document if:

  • You need to confirm a decedent's ownership of stocks, bonds, or other investments.
  • You want to obtain the values of the investments in the account as of the decedent's date of death.

Maybe you know they had an investment portfolio, or maybe you're not sure, you can get the details with a Broker Confirmation Letter. The last thing you probably want is to drown in paperwork or miss out on an inheritance that's rightfully yours. Not everyone leaves a detailed will with information about investments so figuring that out might be completely left to you. Luckily, there's a reasonably easy way to find out what, if any, investments the deceased has. A Broker Confirmation Letter can help you find out details about investments.

Other names for this document: Broker Letter of Confirmation


Sample Broker Confirmation Letter

More than just a template, our step-by-step interview process makes it easy to create a Broker Confirmation Letter.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Broker Confirmation Letter Basics

Maybe you know they had an investment portfolio, or maybe you're not sure, you can get the details with a Broker Confirmation Letter. The last thing you probably want is to drown in paperwork or miss out on an inheritance that's rightfully yours. Not everyone leaves a detailed will with information about investments so figuring that out might be completely left to you. Luckily, there's a reasonably easy way to find out what, if any, investments the deceased has. A Broker Confirmation Letter can help you find out details about investments.

Other names for this document: Broker Letter of Confirmation

Use the Broker Confirmation Letter document if:
  • You need to confirm a decedent's ownership of stocks, bonds, or other investments.
  • You want to obtain the values of the investments in the account as of the decedent's date of death.
Read {{ showMore ? 'Less' : 'More' }}

Ready to create your Free Broker Confirmation Letter?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures