Paper Stock Certificate Transfers

Families regularly find paper stock certificates while settling an estate or acting under a power of attorney. Turning them into modern electronic holdings takes transfer-agent forms, supporting documents and persistent follow-up. Transference LLC in Orange, Connecticut handles the process end to end.

What Transference handles

Taking an inventory of the certificates and their transfer agents (such as Computershare and EQ Shareowner Services);
Preparing and submitting transfer-agent paperwork;
Converting paper certificates to electronic form;
Transferring shares into individual or trust accounts;
Coordinating the Medallion signature guarantee step where a transfer agent requires one;
Requesting the transfer agent’s available cost-basis records for the shares;
Tracking every submission and following up until the transfer is complete.

How it works

Start with a free consultation and an inventory of the certificates. You then receive a written proposal with the exact scope and cost before any work begins.

Common questions

Do I need the original certificates? — Usually, yes. If certificates are lost, a replacement process exists, and we can walk you through what the transfer agent requires.

How long does a transfer take? — It depends on the transfer agent and whether documents such as death certificates, trust pages or Medallion guarantees are needed. We track the submission and keep it moving.

Can inherited shares be split between trusts or beneficiaries? — Yes, transfers can be structured to the accounts you specify; your proposal will spell out the steps.

Related help

Free consultation — call Ed Knight directly at 203-623-6083. Transference provides administrative support, not legal or tax advice.