My father passed away and left me his Merrill Lynch capital account and cash management account. Seven weeks after his death, Merrill Lynch is still dragging their feet on transferring funds to the duly appointed estate's executor who was approved by probate a month ago. We need the funds to manage final expenses, and to pay for taxes and urgent home repairs on his property, among other things. We keep being told that Merrill Lynch needs a new document, delaying the promised transfer by several days each time. On the last call, the Merrill Lynch representative made a snarky comment about me to the executor, saying, "someone really wants their money..." Yes, I do want my money. I had to take three months off work to move across the country, care for my dying father, then manage the funeral costs out of pocket. What I clearly don't want in my future is Merrill Lynch gatekeeping my account and outright blocking me from liquidating funds. I'm transferring everything to Fidelity as soon as possible.
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