Few investment management firms now provide this service. We work closely with private client solicitors and executors, many of whom appreciate that we are best-placed to carry out this element of probate work efficiently and economically. This commonly involves the registering of probate, obtaining indemnities, transferring holdings and re-issuing of dividends, to name but a few of the tasks involved. However, we can also deal with more complicated matters including foreign assets, Medallion Stamp Guarantees and Australian Indemnity Bonds etc. In short, we deal with as much or as little of the process as a solicitor/executor may wish.
Probate Service for Solicitors/Executors
“To assume the market’s consensus view of a particular investment is correct is not only naïve but probably wrong.”