Medallion Signature Guarantee Service
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Fixed fee pricing
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Accelerated Medallion Signature Guarantee process
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Title Research are experts in dealing with North American assets. We can navigate the often-complex process of acquiring a Medallion Signature Guarantee stamp.
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Get a Medallion Signature Guarantee
When administering an estate with shares traded on the US or Canadian Stock Exchanges, you’ll likely need a Medallion Signature Guarantee before the shares can be transferred or sold. We can help manage that process for you, ensuring efficient share transfers, and helping you administer your clients’ assets much sooner.
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Obtain tax clearance
Federal Tax Clearance from the Internal Revenue Service (IRS) is required if the shareholdings and funds are worth more than $60,000USD at the time of death. This can often be a tedious task which requires a substantial amount of time and effort. We can do the hard work for you, as either part of the share sale process or as a standalone service.
Retrieve escheated assets
When a US account becomes dormant for the specified time period as set out by state law, it is transferred to the state and usually liquidated. If this happens, the escheated funds can still be reclaimed, however, it is often a lengthy and protracted process. We have extensive experience in recovering escheated assets and maximising the value of the estate for the beneficiaries.
Highly experienced in selling or transferring North American shareholdings
Instruct Title Research to take care of the difficult and time-consuming process of selling or transferring US and Canadian shareholdings on your behalf
We can complete all the necessary paperwork, verify the shareholding, and transfer or sell the asset
Save your valuable time as we'll do all the chasing for you
Maximise the inheritance of the beneficiaries
Accelerate the estate administration process
