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How do I complete an estate transfer for a publishing entity?

Steps and documentation required to transfer a publishing account due to the death of the administrator.

Follow the steps below to complete the estate transfer process:

Step 1: Gather Required Documents

To process the estate transfer, you’ll need to collect the following documents:

  • A copy of the death certificate
  • A copy of the relevant portion of the will, assigning the publishing interest to the heir(s)
  • A Testamentary Letter that identifies the executor or administrator of the estate

Step 2: Submit the Documents

Once you've gathered all required documents, please complete the following form:

Step 3: Wait for Review and Confirmation

After your materials are received, HFA will review the documentation. If everything is in order, a member of our team will follow up with next steps to complete the estate transfer.