Probate Service Professionals

Share Data has years of experience in probate valuations (confirmation valuations in Scotland). We offer a comprehensive service from the initial preparation of documents through to the transfer or sale of shares.

Share Data divides its Executors’ service into two distinct stages:

• Preparation: Valuation of the Estate
• Transfer: Sale & Transfer of the investment securities

Valuations, conforming to HMRC requirements, can also be provided for SIPPS.

Over the years we have developed a full understanding of the probate process and consequently have enhanced our service by offering Probate Additional features:

• Tracing Beneficiaries
• Resealing Grants of Probate