Estate Planning and Securities Transfers

Securities Transfer for Estates, Trusts and Individuals

Negotiating through the muddled maze of tasks to prepare assets for probate can be difficult. Investors Services of Hartford has the experience and skill necessary to assist you through this process, preparing your assets and assisting in their eventual distribution to heirs and beneficiaries.

In addition, we are experienced in the re-registration and transfer of securities under a broad range of circumstances, specifically divorce, estate, trust formation & distribution, and TOD. When it comes to securities such as stocks, bonds, and mutual funds, we have the knowledge to get the job done.

We are able to:

– Contact executors, trustees, accountants, attorneys and transfer agents on your behalf
– Complete date of death evaluations and affidavits of domicile
– Perform detailed capital gains calculations and research
– Prepare timelines, correspondence and documentation related to securities re-registration and transfer