Sell Deceased Estate Shares

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Selling Shares from a Deceased Estate

If you are the executor of a deceased estate, you may need to sell or transfer shares; we can help with either.  Dealing with deceased estate share sales on a daily basis, the Sell My Shares team offers a friendly, personable service to help you sell or transfer deceased estate shares lightning fast and without any fuss.

We understand that many estate executors are not familiar with the process to sell or transfer shares and you are not expected to know anything when you contact us; that’s our job!

A simple estate sale is just that – simple.  We are also renowned for being able to get to the bottom of complex matters to assist executors and their advisers (lawyers and accountants etc) to complete the task of selling or transmitting shares, no matter how complicated the scenario.

process of selling deceased estate shares
Fees for Selling Share Sales

How to Sell Shares Held by a Deceased Estate

To sell shares held by a deceased estate, the following steps are required:

1. Complete the online share sale form on our website

 2. Executor(s) complete the online ID check

 3. Email us a certified copy of:

a) The probate; OR

b) The will & death certificate

 

 

 

Step 1: Complete the Online Share Sale Form

The online share sale form takes around five minutes to complete and simply collects basic information about yourself and the shareholding. The key thing you’ll need here is your Securityholder Reference Number (SRN) which should begin with the letter “I”. (If your holder number begins with the letter ‘X’ – click here). Other things we’ll ask you in this form include how many shares you wish to sell and the service level you would like to receive (Value or Express). We will also request the email address for each executor to ensure each executor receives the online ID check to complete.

 
Sell Shares Held by Deceased Estate

Step 2: Complete the Online ID Check

The online ID check is automatically sent to each executor’s email address after the share sale form is completed. Here, the executor is guided through a short online form where they will:

  •  Accept the terms and conditions
  •  Call our automated phone line to leave a quick voice message
  •  Provide 100 points of ID through GreenID’s electronic verification platform

Step 3: Send us the Required Deceased Estate Documents

Once the online share sale form has been completed and the executor(s) has successfully verified their ID online, you will need to email us a certified copy of the probate, or certified copies of the will and death certificate. These documents can be emailed to us at shares@sellmyshares.com.au

To get a copy of your documents certified, follow these instructions, which are summarised below:

  1.  Find a person who can certify documents, such as a post office employee, pharmacist, dentist, physiotherapist, nurse, police officer, or lawyer.
  2.  Ask them to certify a copy of the document.  They can do this by photocopying the document and writing the following text: “I certify that this is a true and correct copy of the original document sighted on ___/___/ 201X”. They must record their name, address and registration number (if applicable, say for a Justice of the Peace).
  3.  Scan or take a legible photo of your certified copy, and email it to us at shares@sellmyshares.com.au.
Last Will And Testament

Some Other FAQs for Deceased Estate Share Sales

For deceased estate share sales, our standard brokerage fees apply, plus a surcharge of (the greater of) $50 or 0.5%.  The increased fee is to cover the additional complexity that accompanies selling shares held by a deceased estate.