Estate Transfers

What is an estate transfer?

An estate transfer is a securities transfer where one or more of the registered holders is deceased.

To quickly access the information you need to process an estate transfer, answer the questions below, in order, by clicking on the text in the Yes and No columns:

If you need more information to answer these questions, please read more about determine estate type.

  Yes No

Question 1

Are the securities registered in joint names with one or more of the holders being deceased?

Go to joint accounts

Go to question 2

Question 2

Was the holder resident in the Province of Québec when they died?

Go to Québec estates

Go to question 3

Question 3

Has a court of law confirmed the representative's authority to handle the estate i.e. is there a certificate of appointment, probate or similar document?

Go to probated estates

Go to non-probated estates

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