Legal Question in Wills and Trusts in Montana
I am the Secretary for a small corporation in Montana. Stock certificates are issued in Husband & Wife name. one of the Husbands is now deceased & the Wife would like Their certificate transfered to her name only. What do I need to receive from her in way of documentation to be able to make this change?
Asked on 4/01/11, 2:37 pm
1 Answer from Attorneys
You may want to see an accounting from the probate and a copy of the will. Also, if the stock certificate was held by both of them as joint tenants with right of survivorship a copy of the stock certificate and death certificate would work. I guess it depends upon the situation. I hope this answers your question. Thanks,
Answered on 4/13/11, 12:08 pm
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