Charles Schwab
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Closing an Estate
If there was a minus 3 that is what I would rate. Investing is they want your money. The problem comes when you want the money out. If this is from an inheritance, then just stand-by. The local offices have no idea how to proceed. They required all the documents and certificates, no problem. NOW they will assign an estate representative. They will give you the run around for the next 2 to 3 months. Then part of that is they will not take your call, if they respond to a message, it will be delayed. Then they will ask for more documentation of which they already have on file. They continue this do loop until they get tired of harassing you. Eventually they will send your funds to all parties which have all filed an individual application. If you know you are going to pass, get your money out. Otherwise make sure you pick an heir that is persistent and downright aggressive, and they will face an extended frustration.