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04/28/15 1:03 PM

#421326 RE: gg4 #421324

Why not open up your own personal Fidelity account and have the escrows transferred there? Make sure KKR gets notified of the change in ownership.


the_pyramid

04/28/15 1:17 PM

#421333 RE: gg4 #421324

gg, basically it´s difficult to help here, because no one was in such situation. You should primarily ask Fidelity for options and/or contact the WMILT.


http://www.wmitrust.com/WMITrust

BBANBOB

04/28/15 1:36 PM

#421343 RE: gg4 #421324

My wifes was as well in TRUST and my kids opened accts and the TRUST(I) transferred their respective %'s put in their accts..........I would though SUGGEST staying in the same brokerage co as many probably don't want the headache

investorhub123

04/28/15 2:33 PM

#421370 RE: gg4 #421324

Normally a Trust is an on-going entity, once the grantor/trustee passes away there is a successor trustee that takes over to act on the account and you could possibly leave the assets in the same Trust account.

There are many, many types of trusts and you should talk to fidelity directly.