In the event of death, how are stock portfolios transferred from one person to another, and who should have access to those investments before or after the worst happens?

If the stock portfolio is part of a trust, the choice is likely left out of your hands, and you won’t be able to add another person to the account no matter what you might prefer.

If you have complete control over the potential assets, it’s up to you to divide or distribute the stock as you see fit — before or after your death.

Contact us at Morris Law Group. We can help clarify the details of this process.