Legal Question in Wills and Trusts in New York

stocks in name of deceased/no will

my father inlaw passed away 11 years ago without a will. My mother inlaw has some stock that is still in his name only. What does she have to do to change the sock over to her name. Does she need a lawyer to do this? what forms a needed?


Asked on 11/14/02, 8:29 pm

2 Answers from Attorneys

David Slater David P. Slater, Esq.

Re: stocks in name of deceased/no will

The company will advise her who their transfer agent is. She can then contact them for their transfer requirements. It is easy. If she would feel better with a lawyer have her contact me. Good luck.

Read more
Answered on 11/14/02, 10:55 pm
Bunji Fromartz Fromartz Law Offices

No Lawyer needed

Your mother should contact the comany and get the transfer agent. She will probably need the death certificate and a signature guarantee from her bank. The transfer agent will advise of all the necessary items.

If a small estate (under $3,000 or $10,000 depending on the time he died) has to be done, Surrogates Court clerks will advise her how to do it. If there is a will or an administration estate is needed then she should contact an attorney.

Read more
Answered on 11/15/02, 5:09 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in New York