Probate Services

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 a timely manner. A dedicated relationship manager will work with you to guide you through the process.

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
  • Arrangement of Medallion Guarantee Stamps
  • Option of advice on the share dealing process
  • Finalize 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)

 

For current fees please see our Probate Rate Card here

For more information, our dedicated Probate Services team can be contacted at probateireland@cantor.com