Transfer Shares after Death

If you need help transferring shares after the death of the shareholder and these shares are held in a US or Canadian company such as Cadburys or Schweppes, then undoubtedly you will come across the need for a Medallion Signature Guarantee

Transfer of shares on death of shareholder

If the shareholder is deceased, the requirements in order to facilitate the transfer do vary according to varying different factors, it may be that a Grant of Probate is required, this would depend on the value of the Stock.  Another factor may be whether the shares are in certificate format or if any share certificate is lost.  To discuss the requirements please call us on 020 8150 2010 or submit the enquiry form on this page.

What to do with Shares when someone dies

When someone dies you will also need to ascertain the valuation of any shares at the date of death. We will be pleased to provide a probate valuation for shares. If Probate is required we can also assist with putting a probate application together for you. If the value of the shares exceeds $60,000 then you will also need to obtain Federal Transfer Certificate. In addition if you need help selling shares of the deceased person then we can also assist.

What holdings are affected

All US and Canadian companies are affected, some Transfer agents may offer a Medallion Waiver program, but in the absence of any kind of waiver program then the full Medallion Signature Guarantee will be required. We have helped people with holdings in Dr Pepper Snapple, Exxon Mobil, Pfizer, Kraft-Heinz, Schlumberger and IBM to name just a few.