Shares & investments in a Greek inheritance
Last updated: July 2026 · Ελληνικά
Beyond cash, an estate may include shares, bonds, mutual funds or investment accounts. These too pass to the heirs, through the inheritance procedure.
How they transfer
Securities (shares, bonds, fund units) pass to the heirs once they are declared in the estate and the tax side is settled. The transfer is done through the bank or the brokerage/management company where they are held.
What to gather
- Details of the deceased's investment accounts / securities-registry share.
- The inheritance documents (death certificate, kinship certificates, tax return).
- Each institution's instructions (bank/brokerage) for transfer or liquidation.
Frequently asked questions
I'm inheriting shares — can I sell them right away?
Not before they are transferred into your name through the inheritance procedure. Once the transfer is complete, you can keep or liquidate them.
Are shares taxed in the inheritance?
Their value is included in the estate for inheritance tax, like other assets. Confirm with an accountant.
Who do I contact?
The bank or brokerage where the securities are held, with the inheritance documents. Each institution has its own procedure.
Procedures and details may change — confirm the steps with the responsible authority. This guide provides practical guidance, not legal advice.
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