Probate Services

Our investment managers offer a straight-forward and comprehensive process for advisors and beneficiaries seeking an expedient and cost-effective probate service, when looking after a deceased estate.

Producing valuations and checking the validity of shareholdings can be an arduous task and we liaise with company registrars to make this as stress-free as possible. Estates built on a wide range of investments might include old share certificates and detailed paperwork relating to corporate actions/takeovers dating back several years. Our highly experienced team are on hand to oversee the process on your behalf, mediating with solicitors, registrars and other third parties.

Beaufort is able to facilitate the sale of securities swiftly with minimal fuss. Alternatively, you may choose to take advantage of our advice and expertise on an ongoing basis through our advisory management services.

What does Beaufort’s Probate Service provide?

  • Help and advice from highly qualified investment professionals.
  • Streamlined and cost-effective probate solutions.
  • Direct contact with your own investment manager.
  • Access to global markets and a wide range of investment instruments.
  • Safe custody and administration of your portfolio.

Charges

For more information on the charges relating to our probate service, please click here to view our Schedule of Charges or telephone a member of our team on 01492 523 000.

If you would like to take advantage of our advisory management services longer term, please click on the links below for further information.