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I said that mom died and wanted to transfer stock to brother trust as new owner.At least I think that's what the form they sent me said . I called and recording said moms account now has nothing in it. I talked to person and was told that the stock is now in brothers trust. Will get paperwork soon. Hope that doesn't mean it was liquidated and the money put in bank account.

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BTW. an attorney can complete transfer forms, which would be given to you to sign. It's wise to involve them in any form execution that it's completely understandable.
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Barbara. transferring ownership of a stock to a trust is part of "funding" a trust. The only thing that changes is the ownership title.

E.g., if the stock was titled "Barbara's mother", it would be retitled to "Barbara, as Trustee for the Barbara's brother (specific names)'s Trust u/d/a (under date of) ....(date of trust)."

I think you should take the form you signed to your probate attorney for review to ensure that the funding was properly done and to comfort you that the stock was in fact properly transferred.

If by any chance it was erroneously liquidated, a check would have been issued to your mother as owner of the stock. That would indicate that it wasn't transferred but was in fact liquidated.

Have you changed your mother's address to yours, so that if the stock was erroneously liquidated the check would come to your address?

You can contact thebroker or the company issuing the stock and ask how the stock has been retitled.

If you have to do anything like this again, or fund other assets into the trust, it wouldn't hurt to consult with your attorney first.

I do wonder though whether or not the stock was listed as an asset in any probate accounting that was prepared.
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I did mention at one point that I wanted the stock to stay a stock. And I figured the forms they sent to fill out would do that. I have so much stuff to do for estate. Very stressful, especially cause of brother. He sure isn't helping.
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No. I didn't think the lawyer could fill out the transfer forms for me. I called the stock people and asked what I needed to transfer stock to brothers trust.
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Barbara, is an attorney working with you on this?
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