Probate Valuation Service

At a time when you are most in need of help, we are able to provide support in a sympathetic and considerate way.  Our services vary from general guidance to advice as to what is required, validation of holdings, valuation of securities, registration of probate and review of investments. 

Our specific expertise and experience in this area is frequently called on by accountants, lawyers and banks.

Once an Estate is wound up we can offer portfolio management services, as well as sell or transfer investments, to the beneficiaries.  An estimate of charges will be provided prior to any work being undertaken.

We are retained by many firms to provide probate services on their behalf and advise on probate-related issues generally.

To learn more about WHI probate services please contact your WHI Investment Manager.

To download a factsheet containing the above information, please click here.