How We Can Help

Our team deals directly with company registrars on your client’s behalf taking the uncertainty out of securities and estate administration. We can update valuations for Capital Acquisitions Tax and Capital Gains Tax purposes. We also carry out the administration post grant, for the transfer of certified shareholdings to beneficiaries. 

A Guide To Davy Probate


We can offer advice in the following areas:

  • Probate valuations
  • Whether an estate’s portfolio should be sold or transferred


  • We can prepare valuations at the date of death and at other relevant dates
  • Researched in full with holdings confirmed with relevant registrars
  • Information on relevant corporate actions
  • Current value assessment of historic holdings

Formal Notation of death with the registrar on Irish, UK and US shareholdings

We will correspond with all Irish, UK and US registrars to note death on each shareholding, using the Grant of Probate or small estates procedure.

Transfer of certificated Irish, UK and US stock to beneficiaries

We will liaise with all Irish, UK and US registrars to complete all share transfers to beneficiaries on behalf of the estate.

Collection of outstanding dividends

As part of our service we will establish all dividends due to the estate and arrange for these to be forwarded to the relevant address.

Replacing mislaid certificates

Where share certificates have been lost or mislaid, we will apply for letters of indemnity and advise of any additional registrar fee.


Our dedicated Probate Team has a wealth of experience in meeting our clients' probate needs. Contact us for more information.

Please note that the provision of this product or service does not require licensing, authorisation, or registration with the Central Bank of Ireland and, as a result, it is not covered by the Central Bank of Ireland's requirements designed to protect consumers or by a statutory compensation scheme.