# Does your loved one have brokerage accounts?

**URL:** https://thewidowcollaborative.com/compass_v2/introducing-the-widows-compass/following-loss/weeks-to-months/obtain-a-valuation-of-all-assets-property-in-your-loved-ones-name/does-your-loved-one-have-brokerage-accounts/
**Author:** scribe
**Published:** March 18, 2024

> Meet with financial advisor to review accounts and discuss next steps on immediate and future needs. Brokerage accounts will need to be stepped up to the date of death. Before accessing money, there are tax consequences to keep in mind....

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- Meet with financial advisor to review accounts and discuss next steps on immediate and future needs.

Brokerage accounts will need to be stepped up to the date of death. Before accessing money, there are tax consequences to keep in mind. Please check with an accountant.

- Bring the following documents to the appointment:

Certified Death certificate

- Trust Certificate if there is an existing Trust

- Account numbers