Providing Probate Services through a dedicated team.
Dealing with securities in a deceased estate is a time-consuming process which can put a strain on the resources of solicitor practices of any size. Our probate services team can drastically reduce the workload, and our experience will help your practice to avoid common pitfalls and ensure a better financial outcome for your clients.
Our team can offer advice in areas such as:
- Probate valuations
- Whether an estate’s stock portfolio should be sold or transferred.
- Management of will trusts
Our full range of administrative services includes:
- Probate valuations of portfolios at date of death or at other important valuation dates
- Registration of death on certificated stock
- Distribution of stock to beneficiaries
- Collection of outstanding dividends
- Disposal of stock holdings
- Coordination of overseas probate administration including assistance in extracting UK & other foreign Grants
- Small estates advice
- Medallion Stamp guarantee
For further assistance or information, please contact any of our probate services team.
