My question involves estate proceedings in the state of: California
Not sure if this is the right forum for this issue........
I'm in my fifties. My father passed away in 2006. My mother is in her eighties.
My father purchased certain stock in my name (when I was a minor) with either his name or my mother's name as custodian for me. Apparently there is some tax benefit to doing this. When I came of legal age, those stocks were never turned over to me.
I only found out about the stocks recently, after his death.
My mother came across a stock certificate a couple of years ago, and I was able to do a name/address change, and transfer so I could cash in those stocks – through a stock transfer agent.
Here's the problem. I found out when I cashed in the first stock that there are others in my name as a minor with my mother or father as guardian. Only the stock transfer agent cannot give me the account number (even thought I'm listed on the stock) and without it, there's nothing I can do. My mother moved from the house they both lived in. If statements are being sent from other stock transfer agencies, she's not getting them. My father didn't keep good records so we don't know what's out there floating around the universe.
I did check on line to see how many stock transfer agents there are with the thought of writing them letters to see if there was any way for me or my mother to find out what account numbers are out there naming me as a minor & my parents as custodians. I found there are quite a few stock transfer agents.........
Is there an easier way of tracking down the information I'm trying to get?