Computershare deceased estate checklist

Estate documents ( probate or death certificate and will) and payment of the $90. Computershare then contact a broker for their requirements. This checklist has been prepared to assist executors and administrators when dealing with the securities of an individual deceased.

Australian resident. Therefore you may receive your proceeds quicker. Securities Transfer Form. Before registering, please ensure you have read the DESS the Terms and Conditions and Tariff. Please return the original form by post to the address above.

Section 1b Requirements where the deceased HAS left a valid Will QDoes the value of the securityholding exceed $2000? We want to make the process of managing a deceased estate as easy as possible for you. Unsure Please refer to the holders recent holding or interest statement(s), for face value. The below checklists outline the steps involved to manage shares that are held individually or jointly. If the shareholding is broker sponsored (the holder number begins with the letter X or L), please contact the managing broker directly.

CHECKLIST FOR REPORTING A DECEASED ESTATE. Documents to be completed and furnished to the Master: Death Notice. Acceptance of trust (duplicate) Declaration of Subsisting marriages (civil union, customary marriage etc) Affidavit of non-reporting. Special Power of Attorney.

Next-of-kin affidavit. When the executors and beneficiaries are the same people, they will need to sign as seller and buyer. Signing must also comply with any Probate requirements.

Joint Holding – Checklist 1. A certified copy of the Death Certificate. UK Financial Conduct Authority. The words “ deceased ” and “decedent” mean “the person who died. Estate ” is the property belonging to the person who died. This checklist is an excerpt of the Handbook for Washington Seniors: Legal Rights and Resources, by Legal Voice.

A basic checklist for executors for settling an estate, including a list of tasks to perform is below. Review Decedent’s Will Carefully. The first step on this checklist for executors is for the nominated executor to review the Will. Take note of the general bequests and specific bequests. All equal claiming next of kin must sign below.

For example, if there is more than one son or daughter of the deceased , all must sign as they have equal entitlement to the estate. These notes have been prepared to assist you when dealing with the shares held by an individual deceased shareholder. Deceased Estate Supporting Documentation.