Discovering US assets can create a great deal of complications when administering an UK estate. US shareholdings and investments are increasingly common in the estates we work with at Title Research. In some instances, the deceased may not even have actively invested in a US company, and a historic UK shareholding has become a US holding following a merger or acquisition.
Whatever the circumstances, administering US assets is rarely as straightforward as dealings with their UK equivalents.
In this blog, Title Research explores:
- Where should you start when you discover US assets?
- When is a federal transfer certificate required?
- IRS timescales
- What is escheatment and why does it matter?
- What is a Medallion Signature Guarantee?
- Other common pitfalls when dealing with US assets
- Plus, more
About Title Research
The team at Title Research are trusted specialists in probate genealogy and cross-border estate services. With over 60 years of experience, they help legal professionals identify beneficiaries, verify entitlement, and access assets both in the UK and overseas.
They combine proven research methods with a strong international network to find the information and people you need. Their approach is thorough and reliable, giving you confidence that the estate can be administered correctly and without unnecessary risk.
Title Research’s services are designed to support every stage of estate administration. They help you locate missing beneficiaries, build and verify family trees, manage overseas assets, and more. By doing so, they reduce delays, minimise risk, and help you move cases forward more efficiently.
Title Research is committed to clear and ethical approach, with a focus is always on ensuring beneficiaries receive their rightful inheritance, while giving you the clarity and support needed to deliver the best outcome for the estate.
To find out more about how we can support you, call +44 (0) 345 87 27 600 or email info@titleresearch.com.
This article was submitted by Title Research as part of an advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the advertiser and not those of Today’s Wills and Probate.
