Ensuring all assets are identified during estate administration Inheritance Data Director of Strategic Partnerships, Emma Baddaley, recently hosted a webinar with Share Data General Manager, Teresa Lowe, discussing the depth and scale of unclaimed assets in the UK. Continue reading to learn more about the webinar and watch the full recording. Hitting an all-time high and estimating over a staggering …
Introducing Financial Asset Search (Share Data Partners with Inheritance Data)
London, 20 October 2020 – Share Data Limited announces a partnership with Inheritance Data, a specialist asset searching engine that provides probate solicitors and Estate Administrators with a bespoke platform to trace assets for deceased individuals. Through this partnership, Share Data can now offer a complete financial asset search to probate professionals and reduce administration time whilst ensuring executors meet …
The Case of U.S. Securities
The client came to Share Data needing assistance to sell two of the estate’s shareholdings in AbbVie Inc and Abbott Laboratories, both U.S. listed securities. The AbbVie Inc shares were held electronically and the Abbott Laboratories shares were held in a certificated format. We provided all of the forms required to send to the transfer agent and completed as much …
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