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Question for US Citizen with US-based Charles Schwab Account

connda
in Jobs, Economy, Banking, Business, Investments

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On 5/11/2025 at 10:15 AM, Rumpelstilskin said:

This is not true if the account is a joint one with Schwab there is no probate

Since your address is outside of US, no US court will have jurisdiction to probate the account.

Have you ask Schwab  does a surviving joint account holder still need a transfer certificate from the IRS ?

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