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Manage an Estate

Managing an Estate of a deceased shareholder

Managing an Estate of a deceased shareholder is a two stage process; Notification and Registration.

Notification of Death

On instruction, notification of a shareholder's death can be applied to a shareholding. This will enable us to place a temporary restriction on the register.

Registration of Death

Formal registration of the shareholder's death is then required to enable the appointed legal representative(s) to sell or transfer the shares as appropriate. The death can be registered by either using the Small Estates service or by providing the Grant of Representation.

If the appointed legal representative is now deceased, please let us know and we will provide you with details of the Registration process.

Share Valuation

Our Share Valuation Service may be of use to you at any point within the Estates process. For more information about this service, please read the details within the ‘Obtain an Estate Valuation’ tab below.

 

To find out about our Bereavement Services click here.

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