Dealing with North American Assets

Dealing with North American Assets

Let us navigate the often complex process of selling and transferring shareholdings in the United States and Canada for you. With our extensive experience, we will complete all the necessary paperwork, verify the shareholding and transfer or sell the asset, as required.

In cases where a Federal Transfer Certificate is required to obtain tax clearance from the Internal Revenue Service (IRS), we will do the hard work for you, whether this forms part of the share sale process or is required as a standalone service.

We also have extensive experience of different State processes and can help recover ‘escheated’ assets, helping you to help your client maximise the value of the estate for the beneficiaries.

Expedited stock transfers

If you are administering an estate with shares traded on the US or Canadian stock Exchanges, it’s very likely you’ll need what is know as a Medallion Signature Guarantee before the shares can be transferred or sold.

This takes the form of an official stamp, which only rigorously-vetted firms can use – and we are one of a handful of companies outside of North America officially authorised to use this stamp.



Utilise our trusted status as holders of the Medallion Signature Guarantee to expedite stock transfers from just £245*
*plus VAT and disbursements


Looking for help or guidance? Call now 0345 87 27 600 or email


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We’re proud to be one of the world’s leading people tracing and asset repatriation specialists, and our expert team can help you meet any estate administration challenge. Get in touch today.

Title Research

Spectrum House, Bond Street,
Bristol, BS1 3LG, DX 78114
T +44 (0) 345 87 27 600
F +44 (0) 333 2057011