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.
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.
‘Excellent service, very friendly staff, very efficient and good communication keeping you updated every step of the way. Instructions carried out timeously.’Thorntons Law
‘You are always able to help me when I approach you and your regular updates are appreciated both by me and my clients.’Gilbert Stephens Solicitors
‘I have been using Title Research for many years. The service has always been excellent...’Ennis-Webb & Co
'Excellent service.'Irwin Mitchell Solicitors
People tracing in North America can present some unique challenges that aren’t commonly found in domestic enquiries. As a result, it is widely recommended that legal professionals use...READ MORE
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.