Instead of releasing a will, which can be expensive, financial institutions, transfer agents, etc., can ask the estate trustee to file a waiver of the estate loan. Quebec Estates If the deceased was established in Quebec at the time of death, the rules vary slightly, whether it is a “probated estate” or a “non-probated estate”. If so, please learn more about Québec Estates via the link on the left. If you`re dealing with a fading fortune, please read more about Probated Estates on the link on the left. Uncircumscribed remittances An unsubstantial estate means that you do not have a document issued by the court and that you designate the persons authorized to manage the deceased`s property. You can have a will, but it must be upheld by the court before it becomes a fading estate. If you are dealing with a non-negotiated estate, please learn more about non-negotiated discounts on the link on the left. 3 Transfer Requirements Transfer Type Transfer in Death (TOD) Deceased Owner or Beneficiary Additional Required Documents Deceased Owners > > Completed and Notarized Affidavit of Residence > > Photocopy of Official Death Certificate > > An exemption from inheritance tax is required by some states. Transfer of the deceased foreign owner Transfer of the individual pension account (IRA) Transfer to a broker Certified copy of the company decision, partnership agreement or affidavit of the sole proprietorship Signature of the authorized person(s) in its legal and commercial capacity Medallion Signature Guarantee (limited authority may be established in the United States to influence your transfer) A Tran Sfer certificate (Federal Ta x Waiver) > > A transfer certificate is required, except: 1) A U.S. executor or executor of will is appointed, or 2) AST receives a written statement from the foreign executor or administrator confirming: (a) the deceased was not a U.S. citizen, (b) the deceased died on or after January 1, 1977 and (c) the United States.