Managing Shares in Estate Administration & Common Challenges

Identifying shares held by a deceased has historically been a notoriously difficult undertaking. Many individuals still hold shares as paper certificates, making it all too easy to lose track of any shares owned and in which companies.

Estatesearch Managing Director Ben Furlong looks at the various challenges of dealing with shareholdings, offering solutions to support your teams’ processes.

This 1 hour session covers several key learning objectives including:

– The process – Ideal vs Reality
– Identification – who holds what?
– Valuation and Verification – how are the shares held and what are they worth
– How to deal with missing and/or lost share certificates
– Share dealing & share transfers – the process and common problems

This webinar was recorded on Wednesday 16th November 2022.

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