Probate & Trust Services
Cantor Fitzgerald provides a straightforward process for advisors and beneficiaries seeking an expedient probate service. We take pride in the quality of our service and have extensive resources to deal with estates in a timely manner. A dedicated relationship manager will work with you to guide you through the process and assist you with all documentation.
Features of Our Probate Service
- Validation of all share holdings (Irish, UK, US & foreign)
- Provision of share valuations as of the date of death
- Notification and registration of death with the Share Registrars
- Application for the collection of unpaid dividend cheques
- Option of advice on the share dealing process
- Finalise the sale or transfer of shareholdings
Documentation
To help ensure a quick turnaround, we encourage clients to prepare the following documentation:
- Original or solicitor certified copy of Death Certificate
- Complete Probate Agreement form – available here
- Copy of all securities and relevant information where possible (copies only)
Please click here to download our Probate & Trust Services flyer
For current fees please see our Probate Rate Card
Our dedicated Probate services team can be contacted at probateireland@cantor.com
