Finding Shares and Investments

Uncovering shares and investments might seem tricky after a loss, but you can get it sorted. We’ll help you find what they held and figure out its worth. You’re not alone; here’s how to do it, step by step.

Step 1: Search for Statements

Look through their paperwork; find statements from brokers or companies they invested with. These list the shares held, so start there. Old letters or dividend notices can point you in the right direction too.

Step 2: Build the List

Write down every share you find; note the company name and number of shares from each statement. It’s a simple way to see what’s what. Keep it clear, and you’re halfway there.

Step 3: Value the Shares

Check the market value on the date of death; use a financial website like the London Stock Exchange. Enter the company name, find the share price for that day, and multiply by the number held. It’s straightforward once you get going.

Step 4: Contact the Broker

If statements are missing or you need a hand, call the broker. Give them the death certificate and ask for the market value on the date of death. They’ll know exactly what’s needed, so you’re covered.

Tip: Keep a copy of all values you calculate; it’ll make probate forms a breeze later.

Step 5: Pull It Together

With the list and values in hand, you’ve got what probate needs. It’s a big piece sorted, and we’ll guide you through the next steps.

Extra Support

Want more help? The London Stock Exchange site has share prices, or your broker can fill in gaps. If it’s feeling heavy, give us a shout; we’ll sort it like pros.

---

You’re doing brilliantly, on to the next step with us by your side.