Valuations Services Probate Valuation

Probate Valuation Service

Share Data has over 15 years of experience in probate valuations for investment securities. We have worked on a wide variety of probate cases, from helping first-time executors through the whole administrative process to providing busy lawyers with a comprehensive probate service which includes:

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

Our valuations comply to HM Revenue and Customs requirements and provide detailed information on any forthcoming distributions: dividends due but unpaid at the date of death, and interest on fixed-income securities. Each record includes the following fields:

Ex Date	Tax credit
Pay Date	Net Dividend in Sterling
Net Rate per Share	Accrued Interest (where appropriate)
Gross Amount	Foreign Exchange Rate (where appropriate)

Share Data can also help ensure safe administration of the holdings by:

• Lodging copies of the death certificate with all relevant registrars which prevents any unauthorised dealing in the shares
• Arranging for dividend payments to be withheld until they can be re-drawn in favour of the executors

Stuck with a Bundle of Certificates?
If you have a box of paperwork for shares and funds sitting on your desk relating to a deceased's estate and you don't know where to start, Share Data is happy to help. Once we have looked through the bundle, we will provide you with a no obligation quote to:

• Sort through the bundles of certificates and any documents relating to share/fund holdings.
• Verify all existing holdings
• Produce a valuation and a comprehensive report

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

• Tracing Beneficiaries
• Resealing Grants of Probate

Submit a Probate Valuation Request online or if you prefer phone, write or visit us in person.

For more information on Probate Valuation and other Probate Services, please contact us