Deceased Estates - Support Service
Our role is to facilitate the broker account setup and share sales on behalf of Executors or Solicitors acting on behalf of a Deceased Estate.
Due to lack of adequate and knowledgeable support staff, this process can be very difficult and time consuming to manage when dealing directly with online brokerage providers.
Oakleigh will:
Prepare all documents to be signed/executed to open a brokerage account,
Prepare all documents for shares (either Issuer Sponsored or CHESS based) to be transferred into the name of the Estate of the Deceased to be signed/executed,
Manage the share transfers into the new brokerage account,
Effect sales of shares on specific instructions of Executors or Solicitors acting on behalf of a Deceased Estate.
If required, open brokerage accounts for beneficiaries and manage off market transfers of shares to beneficiaries.
“I have known and worked with Tim in the financial services industry for many years. During this time Tim has provided outcome driven advisory services to retail, wholesale and corporate clients with a high level of efficiency and integrity. I have always found Tim to be honest and reliable.”