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Estates Administration Service

Administering an estate can be a complex and time consuming exercise, especially when direct shareholdings and other securities are found amongst the estate assets.

The Estates Administration service is a simple, efficient and cost-effective solution to help reduce the workload on other professional practices.

  • Notification of death to registrars
  • Preparation of probate valuation
  • Loan facilities
  • Formal registration of death following grant of probate
  • Liquidation of estate assets
  • Full Investment Management and Financial Planning services to beneficiaries
  • Transfer of assets to beneficiaries