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When you are dealing with the death of a family member or friend, you may be faced with many important and sometimes overwhelming financial and legal decisions. At American Century Investments®, we're here to help.
We understand that this is a difficult time for you, so we provide a team of specialists who focus solely on estate transfers. We offer:
We recommend that you talk with your tax advisor to determine distribution options that are best for your circumstances and the tax consequences of your decision.
Depending on the type of accounts you're settling, your Estate Transfer Consultant may ask you for some of the following documents.
Contact an Estate Transfer Consultant at 1-800-422-3301
Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.