Accounts, handled

The estate of Robert M. — where every account stands.

For Maria, executor · California · started Sep 18 · handled by Dana (replies within one business day)

Order HX7KQ2N4
Updated today, 9:40 AM

2 of 6 accounts transferred

2 transferred 2 in progress 1 waiting on you 1 waiting on the court

First month's notifications: done — 12 certified copies received, all three bureaus flagged, Social Security confirmed, USPS hold in place, junk mail stopped, estate EIN 92-6XXXXXX issued Sep 22, two cards cancelled.

Waiting on you

Sign the Fidelity transfer formSent for e-signature Oct 1 · needs a Medallion guarantee — Chase on Ventura Blvd does them, bring your ID and the form
Letters TestamentaryYour hearing is Oct 14. The day they issue, upload or email us a certified copy and we send the second packet to Chase the same day.

Bank of America · checking ••4471

Joint with Maria · passes to the surviving owner

Transferred

ReportedDocuments sentIn progressTransferred

Sep 19Reported by phone to the Estate Services unit, case #ES-2291043. Account flagged; joint owner retains access.

Sep 20Uploaded certified death certificate and Maria's ID via Third-Party Case Manager.

Sep 26Called for status: "processing, 5–7 business days."

Oct 2Robert removed from title. Account continues in Maria's name only. Confirmation letter received.

Cover letter (PDF)BofA confirmation (PDF)

Wells Fargo · mortgage ••8810

Successor-in-interest packet · payments kept current

Transferred

ReportedDocuments sentIn progressTransferred

Sep 19Reported; requested the successor-in-interest packet (they mail it, no download).

Sep 27Packet received, completed, signed by Maria, returned by certified mail 9407 1118 9922 0341 2286 07.

Oct 6Maria confirmed as successor in interest. Statements now come to her; autopay from the estate account set up Oct 8.

Successor-in-interest packet (PDF)Certified mail receipt

Fidelity · IRA ••2207

Beneficiary: Maria · inherited IRA · brokerage / investment

Needs your signature

ReportedDocuments sentIn progressTransferred

Sep 19Reported; Fidelity Inheritor Services case #7731-A. Confirmed Maria is the sole named beneficiary.

Sep 24Inherited IRA application prepared; Maria's ID and W-9 attached. Fidelity requires a Medallion signature guarantee on the transfer form.

Oct 1Transfer form sent to Maria for signature and Medallion.

Next — you: sign in front of a Medallion guarantor (Chase, Ventura Blvd, no appointment; bring photo ID and the form). Then photograph it back to us or mail it in the envelope provided. Not advice: Fidelity will ask how you want the inherited IRA paid out — that's a tax decision; ask your CPA before choosing, and we submit whatever you choose.

Inherited IRA application (PDF)Transfer form — awaiting signature (PDF)

Chase · checking ••1194 & savings ••1201

Robert's name alone · needs probate · frozen

Waiting on the court

ReportedDocuments sentIn progressTransferred

Sep 19Reported to Chase Estate Unit, case #CE-5580217. Both accounts frozen. Two auto-drafts identified (SoCal Edison, LADWP) and moved to Maria's card so nothing lapses.

Sep 21First packet sent: death certificate, Maria's ID, estate EIN letter. Chase confirmed: "ready to release on receipt of Letters within 12 months of issue."

Oct 7Called for status; nothing further needed until Letters issue. Hearing Oct 14.

Next — the day your Letters issue: send us a certified copy; we send the second packet (Letters + estate-account transfer instructions) the same day, and chase until the balances land in the estate account.

Cover letter (PDF)Autopay list (PDF)

Schwab · brokerage ••6630

Held in the Robert M. Living Trust · retitling to the trust under its new EIN

In progress

ReportedDocuments sentIn progressTransferred

Sep 22Trust EIN obtained (the trust became irrevocable at death and needs its own). Reported to Schwab Estate Services, case #SC-40017.

Sep 29Certification of trust, Maria's trustee ID, and the new EIN submitted. Schwab compliance review: "up to 10 business days."

Oct 8Compliance asked for page 1 and the signature page of the trust instrument. Sent same day.

Next — us: follow up Oct 15. Nothing needed from you.

Certification of trust (PDF)Schwab cover letter (PDF)

MetLife · life insurance policy ••9925

Beneficiary: Maria · claim

In progress

ReportedDocuments sentIn progressTransferred

Sep 19Claim opened by phone; claimant statement mailed to Maria by MetLife.

Sep 30Claimant statement signed and returned with certified death certificate, certified mail 9407 1118 9922 0341 2301 55.

Oct 9Called: "received Oct 3, in review, typical 2–3 weeks to payment."

Next — us: follow up Oct 17.

Out-of-pockets charged to your card so far (at cost, no markup)

12 certified death certificates, Los Angeles County ($26 each)	$312.00
Certified mail with return receipt × 4	$36.40
Notary — SDCCU affidavit	$15.00
Running total, no markup	$363.40

Ready for the accounting? This estate qualifies.

Six accounts, all bank/brokerage/retirement, statements on file for the whole period, no commingling. We can produce the court-format accounting (Prob. Code §1061 schedules) for a fixed $495, every figure tied to a statement, delivered to your attorney to file. Rejected on form → fixed free.

Order the accounting →

Have a question? Ask Dana.

Anything about the process or the paperwork, answered within one business day. If it's a legal or tax question we'll say so and give you the exact question to put to the estate's attorney or CPA.

Email Dana →

This page is private to your order link. Four Lines Fiduciary prepares and submits account paperwork on your instructions and follows up with institutions on your behalf; you sign every form and the institution moves the funds. Not legal, tax, or financial advice.