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Deceased Estate Administration

Are you an executor?

Do you need advice on the transfer of investments?

We often work alongside the executors and their advisers in the sale or transfer of investments to beneficiaries.  In many cases the beneficiaries are unfamiliar with certain investments and are unsure whether they should be sold or retained.

In such cases our advisers can provide on evaluation of the investment portfolio and make recommendations.  Investments can then be sold or redeemed or we can facilitate the splitting and transfer of investments to the beneficiaries.  This can be done in a cost effective and timely manner.

Many lawyers use our services as it often saves time and unnecessary paperwork.