Estate Accounts. An Estate Account may be established if either the deceased person or the Personal Representative of the Estate is a current TruStone Financial member. The Estate must have a TIN and all transactions must be completed by the Personal Representative in their representative capacity.
Appears in 4 contracts
Samples: Service Agreement, Service Agreement, Service Agreement
Estate Accounts. An Estate Account may be established if either the deceased person or the Personal Representative of the Estate is has had a current TruStone Financial memberrelationship with us for the past six months. The Estate must have a TIN and all transactions must be completed by the Personal Representative in their representative capacity.
Appears in 3 contracts
Samples: Account Agreement & Disclosure, Account Agreement, Account Agreement
