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. 

 

 

Let us navigate the often complex process of selling and transferring shareholdings in North America for you. 

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Looking for help or guidance? Call now 0345 87 27 600 or email info@titleresearch.com

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We’re proud to be experienced 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
E info@titleresearch.com