Our deceased estates service is designed to suit the needs of estate executors and their advisers (lawyers and accountants) who are required to dispose of share portfolios for a deceased estate.
Selling Deceased Estate Shares
$200 million+ in shares sold
20,000+ share sale customers
Secure & Confidential
Process to Sell Shares from a Deceased Estate
The process is almost identical as with any other share sale, with the exception that we require a certified copy of either probate OR the valid will + death certificate, which can be provided by scan/email. The share sale process is achieved entirely online, including identity verification.
Start your share sale by completing the online form here, or by phoning us on 1300 722 852 (10am – 6pm Sydney Time). As part of the share sale process, you will be prompted to indicate if the share sale you are conducting relates to a deceased estate. Once you indicate that it is, the questions and instructions are automatically tailored.
We are able to handle complex deceased estate share sales. Please feel free to contact us if you have a matter that has been rejected as “too hard” by other stockbrokers. We pride ourselves in being able to help nearly every single client who comes to us. There is always a solution, even in the most complex of scenarios.
Fees for Deceased Estate Share Sales
Our normal brokerage fees apply, plus a premium of $50 or 0.5%. The increased fee is to cover the additional complexity that accompany share sales from deceased estates.
We have three service levels for our share sale service, starting at Australia’s lowest one off share sale rate of just $44 or 0.22%. After accounting for the premium that is applied to deceased estates, we are still extremely price competitive.
Selling Shares is our Core Business
Sell My Shares is quite unique.
We took an unloved segment of the stockbroking industry and literally made it our business to service it with the same level of enthusiasm as other more ‘profitable’ stockbroking markets.
Traditionally, one off share sales have been dreaded by stockbrokers; you can see why, it’s the same amount of red tape for one lot of fees – clearly brokers prefer clients that trade day in day out! We don’t. We don’t even take on regular traders.
Using a mix of technology, innovation and economies of scale, we have been able to bring first class service to an overlooked market segment.
See our social media pages to see how our past clients felt about their experience using our services.
From 81 Clients on Google Sell My Shares scored: 4.9/5
Some Other FAQs for Deceased Estate Share Sales
Yes. As part of the online share sale form, you will need to indicate how many trustees there are, and provide their contact details so we can have them agree to the sale of the shares. Each executor will also need to complete the identity process.
Yes. Our service allows anyone to manage a share sale for anyone else. One of the questions will ask you if you are the shareholder, or if you are acting for the shareholder. Clearly though, the legal title holders need to approve the share sale; so their contact details are provided as part of the online share sale process. We also provide a B2B service for professional advisers.
The trustee(s) can instruct us to sell the shares that are held by the estate. The proceeds from the share sale are sent via cheque in the name of the estate.
Assuming you are using the online process – it takes between 5 and 15 minutes for you to provide the information we need to process the share sale. From there, depending on the service level you have selected, the shares are sold either the same day, or within 2 business days.
If the total value of the shares is small, you are able to provide a will and death certificate. For larger estates, you will need to have acquired probate.
For small share parcels we can facilitate sale by a next of kin, if you are able to satisfy us that you are said person.