Dads shares recoup

maglo

hi dads passed away but left me and sis about 30g in shares (American companies) the forums to fill out are an absolute ball ache

Are there companies that do this for you and can you tell me one??
thanks in advance

Mike

elsien

If you google, it’s easy enough to find companies that will provide this service. Can’t give any recommendations because I’ve not used one.

ColinGala

I used this company and found them very efficient https://www.sharedata.co.uk/

Claude_and_Eustace

I know this isn’t what you asked but I have done this myself. They are a ball ache, but they are also doable. I had to google quite a bit but the information is there, I think I searched “how to fill in” and the ID of the form. I also didn’t have probate (near insolvent estate), the estate was intestate, we were separated and I didn’t have letters of administration! But that was only one company and Fidelity managed to share, I believe other companies are much trickier!

MeteredOut

Without treating the output as gospel (ie. check everything) any of the main AI engines, given the form, and additional details, should be pretty good at getting you 90% of the way there. Previous use of AI, and knowing how to ask it questions, ensuring you get it to ask your questions, will make this easiler.

The question is whether you're willing/able to complete that final 10% yourself.

poseidon1

I assume your biggest stumbling block is the Medallion Signature Guarantee system for US certificated stocks as explained below -

https://medallionguarantee.co.uk/single-post/2025/10/09/selling-inherited-us-stocks-from-the-uk/

You could contact Redmayne Bentley ( UK stockbrokers with offices across the UK) who purport to handle the whole process leading up to holding the shares in digital form on a UK custodial system -

https://www.redmayne.co.uk/our-offices/bournemouth-poole

Alternatively, a number of other listed service providers identified by @xylophone a few years ago below -

Here you go FRASER AND FRASER	LONDON	UK	EC1N8EH
IWC ESTATE PLANNING & MANAGEMENT LTD	BRAINTREE ESSEX	UK	CM79AE
JPMORGAN CHASE BANK, N.A.	BOURNEMOUTH DORSET	UK	BH88UA
JPMORGAN CHASE BANK, N.A.	LONDON	UK	EC2V7RF
JPMORGAN CHASE BANK, N.A.	BOURNEMOUTH DORSET	UK	BH77DA
LEK SECURITIES CORPORATION	LONDON	UK	EC2M4QP
LESTER ALDRIDGE LLP	BOURNEMOUTH DORSET	UK	BH88EX
SHARE DATA LIMITED	HORSHAM WEST SUSSEX	UK	RH121NR
THE BANK OF NEW YORK MELLON	MANCHESTER	UK	M11RN