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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

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