Following the death, the funds deposited with a financial institution, the various investments and retirement plans of the deceased must be handed over to the estate to be distributed to the heirs or beneficiaries, as the case may be, at the end of its administration.
If it concerns shares, in addition to preparing the transmission declaration, resolutions and registrations in the appropriate registers of the company's minute book will also be necessary.
A written transmission declaration will establish the transmission of the right; this declaration can take the form of a notarized deed or a solemn declaration.
The requirements of each institution vary depending on the nature of the assets held by the deceased person.
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