A revocable Trust holds * accounts managed by Computershare in which I hold a **% inter...

GetHuman5886731's customer service issue with Computershare from March 2021

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The issue in GetHuman5886731's own words
A revocable Trust holds * accounts managed by Computershare in which I hold a **% interest. My brother holds the other **% interest. Unfortunately, my brother recently passed away. Both accounts are managed by your representatives in the Philippines. I cannot understand these agents because of their heavy accents and their dependency on a script. The trust is the POD of the accounts. I want to know exactly what steps I need to take in order to be able to cash in these shares in order to distribute the proceeds to the beneficiaries of my brother's estate. The trust holds ServisFirst Bank Shares and Proassurance. My late brother is David Alan Davis and I am Richard F. Davis. The accounts are titled "The David A Davis Revocable Trust." **** SW **th Ave.* Cape Coral, Fl *****. Thanks for your assistance. Richard Davis

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Customer service issue
Reported by GetHuman5886731
Mar 25th, 2021 - 2 months ago
Not resolved
Seen by 15 customers so far
Similar issue to 415 others
0 customers following this


GetHuman5886731 started working on this issue
Mar 25th 3:47pm

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