FREE Estatesearch Webinar – Managing Shares in Estate Administration and Common Challenges

Presented by Emma Baddaley, Strategic Relationship Director, Estatesearch

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.

This continuing competence session will cover 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