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It can be a difficult time when someone close to you dies - especially if you've never had to deal with things like shares before.

What to do when a shareholder dies

Services

Bereavement Support

What to do when a Shareholder dies

We've put this information together to help you register the death with us and transfer or sell the shares to release any money (or the shares) to the estate's beneficiaries

Please follow the below steps:

1

Notify us of the death

Letting us know a shareholder has died means we can update our records and put a hold on any future activity. We can also provide guidance on next steps.

2

Confirm the details of the death

In order for us to accept further instruction(s), you will need to send us formal documentation. More information can be found in this section.

3

Sell, Transfer or Donate the shares

There are a number of options available to you once the death has been formally confirmed with us. Guidance can be found in this section.

What we do?

All companies have to keep an up-to-date record of the names and addresses of their sharehold​​ers. This record is called a share register​​​​​​​​​​​​​​​​​​​​​​​

Need some help?

We can support you with advice, help to obtain probate or manage an estate from end to end for you.

Mon - Fri 8:30 - 17:30

0371 384 2793

From outside the UK

+44 121 415 0875​​​

Find out more about the EQ Estate Administration Service

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