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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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