One of the largest providers of probate services in Ireland, offering a range of estate administration services to Solicitors and Executors.
At Davy, we have a highly experienced probate services team dedicated to providing Solicitors and Executors with professional support through formal valuation and administration of securities held within an estate.
We offer a structured but flexible approach. Structured - to ensure we understand your objectives and deliver a proficient specialised service.Flexible - to enable you to choose the services that you require from us.
By combining our expertise and resources at Davy, our probate services team aim to provide you with a comprehensive client service guiding you through the estate administration of securities.
With access to advanced research platforms, we prepare detailed probate valuations of domestic & international securities. Our valuations report all relevant corporate actions & dividends and verify the holdings in each security as at the required date.
We manage all aspects of the notation of death on securities working with Irish, UK and overseas company registrars.
Our team offers a choice of services for the distribution of securities from the estate: We arrange for the transfer of securities to the appropriate beneficiaries. With access to international markets, we collaborate with our Trading Desk to provide a platform for our clients to sell securities on behalf of the estate.
Note: VAT will be charged at the rate in force when the fee falls due.
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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.
