Thank you for explaining! MM is the sibling AFAIK.

Quote Originally Posted by awillis0513 View Post
Regarding the unclaimed funds...

These were shares of a mutual fund. (I'm a financial advisor in my real life and I still actually sell this fund. It's an oldie, but a goodie.)

They were held in a UGMA account, which means that when taken out the funds would have to go for the benefit of Kimberly. Given that she probably wasn't around to collect, the funds would have went to escheatment after not being accessed for a certain amount of time.

Note: I found another unclaimed account with DB as the guardian under another name. The initials are MM. I'm trying to be vague...but it's potentially interesting.