How can we help you?
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What steps can I take to protect the Estate’s investments?
While a Will is being probated, TD is able to accept instructions from the Estate’s Executor, or Authorized Representative(s) to liquidate securities and/or purchase money market of ‘near-cash’ securities to preserve the Estate’s capital. We will need the following documents to proceed:
- An original or notarized copy of the death certificate
- An original or notarized copy of the Will
- A letter of direction signed and dated by all executors or authorized representatives
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.