How can I be sure that my grandmother did not own any stocks, bonds, mutuals, CD, realestate.?
My grandmother died a few weeks ago and the trustee doesn’t seem to know. Is there ONE source I can go to to find this out?
no. you need to play detective. search through her belongings. check safe deposit boxes. call the banks and brokerage firms she might have done business with. check her financial records, checkbooks, etc.
check the states unclaimed property website for any property she may have forgotten about.
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