how would i find out if my late husband held shares in anything as he was hopeless keeping documentation.?

Answer 1

Interesting question. It seems that there is an entire industry devoted to finding hidden assets. Check out these links they should help you find the paper trail.

Answer 2

Good luck is with you as this is the perfect time of year for finding out.

Most stock companys as well as other financial institutions will be mailing out the 1099s (income statements) for interest, dividends earned, etc.
If you get any statements in the next month (by Feb 1st) from unfamilar banks, stock companys or other financial institutions pay close attention to them.
Stock reports will usually have the number of shares and value, while banks will list interest earned and account numbers.
The lawyer for the estate can also do a search using his SSN. and it's a good idea to hunt up last years income tax return if he filed one. That can give you an idea of other income.
Safety deposit boxes and stuff like that is harder since they are more secret, but keep an eye out for any unusual keys that may turn up as you go through his stuff.

Hope this helps.

Answer 3

when you buy shares you get a contract note, so in theory in your house there should be documentation.

other than that most shares pay a dividend and all send an annual performance report so look out for these coming through the post or copies of the letters filed away as these may well either have contact information on them.

failing that speak to your late husbands bank taking a copy of the death certificate and some i.d for yourself and ask them for a full run down on your husbands accounts

Answer 4

We get a letter every 6 mths (Aug & Feb) from the bank. It's like an update as to how they're doing.
I would keep a look out in the post around Feb, Mar & April with it being the begining of the new financial year.
We get a summary of the shares we have & when they can be cashed/sold etc

Answer 5

Might take some time but eventually they will send you some information on yearly meetings to discuss corporate policy. It is required by law.

Answer 6

your financial advisor should have all the information if you dont have a financial advisor then everything owned goes to his estate. Which im sure your in possession of. He had to have used a financial advisor to make a trade unless he used a web based financial trading company such as eTrade.

Answer 7

You will need the policies.Try thinking where did he put his letters.
I am the same has your late husband put importent documents
anywhere.Good Luck in your hunt.

Answer 8

You contact a good solicitor who will do a search on your behalf .He will have access to in fo not available to you direct .

Answer 9

You can't know without proof on paper

Answer 10

don't know