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A question that my web research cant track down, so far. Sadly, my mother and last remaining parent passed away almost exactly 2 months ago. She had an IRA at Merrill Lynch. The broker there in charge of her account was notified within 2 days including a copy of the death certificate. My sister and I the willed and stated beneficiaries of the plan still cannot get him to release not only the funds but any data on them.

So, my question, is there any legal time period in which he has to get this done?? I am moving out of the country (to NZ from the US) in just over 1 month and would like to resolve this, however, he is not even replying to my questions and will not deal with the executor or my sister. I am now at the point where I am going to get a lawyer and ensure that I get my time and legal expenses recouped as well. Before I do so I just want to get as educated as possible.

So, anyone out there familiar with this type of question. I searched all over TMF and all the serious IRA discussions seem to happen here. Please redirect me if I am incorrect.

Thanks in advance and cheers,

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