Morgan Stanley Smith Barney reviews & complaints 1
View all 12 complaintsMorgan Stanley Smith Barney - Backlog for Estate Processing
Dad died Dec. 28, 2014. MSSB contacted immediately to set up the estate account and establish the inherited IRAs. All the paperwork was delivered by the end of April. Phone calls to the "Client Advisory Center" every 2 weeks flip flop with "we have everything" to "we are missing". Duplicate forms submitted by mail, fax and e-mail on multiple occasions. Amazingly we have managed to dispose of a house and car, collect insurance proceeds, and all other aspects of the estate FASTER than MSSB can transfer assets in its estate department due to "backlogs". Is there any standard that they have to meet? What is the right agency to contact to encourage them to process anything professionally? The person responsible has returned NO phone calls. The random person answering the phone calls has to read the looooong file before being able to talk to me. It should be criminal to fail to process estate claims in such a manner. My sister's medical bills are piling up, and her lousy $10, 000 share would be such a help to her. This is the Richard Sargeant Estate, [protected].
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