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Personal Law > Estate/Succession > Declaration of transmission of movable property (bank account, certificate of deposit, etc.)

Declaration of transmission of movable property (bank account, certificate of deposit, etc.)

The declaration of transmission of movable property establishes the transfer of the deceased's rights to his heirs...more

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Starting from
Starting
from
$50

Available options

To prepare in one operation a declaration of transmission for various institutions where the deceased held his property.
- Provide an additional amount of $15 starting from the second (2nd) institution where the deceased held his movable property.
-
In order to have the affidavit pertaining to this document signed by one of the heirs before a notary from Notaire-Direct Inc. office, located in Montreal.
- Provide an additional amount of $10 starting from the second (2nd) affidavit to be signed before a notary.
- No credit for this option.
Starting from
$50
Questionnaires review with a member of our legal team
- No credit for this option.
$40

* These fees may be changed within a 60-day notice and in accordance with section 71 of the Code of ethics of notaries.

GST and QST not included.

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Description

  • The declaration of transmission of movable property establishes the rights of the heirs in the amounts deposited at a financial institution regarding:
    • Various investments;
    • Shares;
    • Pension plans.
  • Financial institutions shall remit these amounts, as applicable, to the liquidator or to the succession/estate.
  • At the end of his administration, the liquidator distributes the amounts received from these financial institutions to the heirs or beneficiaries.
  • The Civil Code of Quebec requires no formality for the declaration of transmission, but some financial institutions, according to their internal policies, may require that the affidavit attached to this document be signed before a commissioner for oaths, a notary or a lawyer. It is best to verify with the relevant institution if it has specific requirements as for the officer who shall attest the said affidavit.
  • Note that this service is not relevant for real estate property, which in this case will require a notarized declaration of transmission.
  • For more information, more complex situations or to simply obtain a declaration of transmission of an immovable property (real estate property), we invite you to contact  .

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