Specialists in selling shares or transferring ASX Shares for Deceased Estates.
Since 2005
We offer a simple and efficient 4 step process to selling shares in deceased estates. This friendly service enables executors or accountants, financial planners or solicitors on behalf of executors to sell or transfer shares in deceased estates.
Complete the application form and read through the Financial Services Guide.
If you require non-advisory share trading authority forms, please contact hyeoh@yocsecurities.com or 0435 363 428
Email application form, non-advisory share trading authority along with certified copy of:
Note: The shares are held on either a Security Reference Number (SRN) or a CHESS Registered Number (HIN) details of which are located at the top right-hand side of the shareholding or dividend statement). For CHESS Holdings, please email contact@deceasedestatesharesales.com to find out the additional steps required to sell the shares.
We sell the shares at the prevailing market price. You receive an emailed copy of the contract note, confirming the sale has been completed.
Sale proceeds are credited to the nominated bank account 2 business days (ASX settlement days), after the sale has completed.
Our sale transaction fees per stock per transaction (including GST) are
Our fee is automatically debited from the sale proceeds you receive.
If you need to transfer the shares from the deceased estate to the beneficiaries, we are able to assist in completing the necessary paperwork with the share registries. Our fee for this service is $110 (including 0.55 GST) per share transfer.
Payment is made upfront via credit card or direct deposit.
If you have a dividend/holding statement from the share registry but are unable to locate the SRN, please provide us with dividend/holding statement and we will attempt to find the SRN. There is a search fee of $88 per share to locate the SRN. The fee will only be charged to you if the SRN can be located.
Since 2005 we have specialised in selling shares or transferring ASX listed shares for deceased estates. We have helped thousands of executors, solicitors, accountants and financial planners to sell shares. We offer a friendly, cost efficient and personalised service to assist with your deceased estate requirements.
Simply email hyeoh@yocsecurities.com with your query and we will respond in due course.
For shareholdings below $25,000 you must complete the small estates indeminity form per share holding and supply a certified copy of the Will.
Contact us at 0435 363 428 for a copy of the form.
Please contact your lawyer or call us at 0435 363 428
A Justice of the Peace (JP), Accountant, Authorised Representative of a Financial Planning Group, Solicitor, Pharmacist, Post Office Manager, Police or Bank Officer may certify your documents. They must clearly print their name, registration number (if applicable), sign and date.
We specialise in selling shares or transferring ASX shares for deceased estates
