Answer a few simple questions to make your document in minutes
Save progress and finish on any device; download & print anytime
Securely sign online and invite others to sign
Making a Broker Confirmation Letter
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:
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