Originally Posted by
WineCountryUA
the PoA (and maybe the trustee page from the Living Will/Life Trust) with a death certificate probably will suffice. UA is just asking to confirm you have the authority to request the transfer to protect them from someone else claiming you did not (estates can be messy occasionally)
I do have the authority to handle my Mom's estate, set up in 1996. Hopefully UA will accept such old documents. This will not be a messy estate disolution, should be very simple to handle with the living trusts already set up and myself as a trustee in place.