Florida  |  Wills and Trusts

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11/29/11, 6:47 am

Legal Question

I work for an investment banking firm and have a client who has passed away. I am getting harrassing phone calls from another financial advisor in MN the clients home state. He says hes calling on behalf of the clients family and , wants information on this client however i will not give it to him until he provides proper documentation. Does he need a power of attorney or any other types of forms?


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