[WSBAPT] Brokerage Firm Release and Hold Harmless

[Brent Williams-Ruth]

I have a client with a valid community property agreement. All has been great except the national brokerage firm. They refuse to transfer the decedents account to the surviving spouse without a Release and Hold Harmless. To save time - given that the point of contact is purely just a staffer who will be forwarding to their legal division. Does anyone have an example as to what precisely these brokers are looking to have released?

Thank you!!
Brent

Brent Williams-Ruth
Founding Member
BWR Consulting, PLLC
Phone: (425) 830-5134
e-mail: brent at bwrconsults.com / website: www.bwrconsults.com
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