My wife's father passed away in November and she is the Trustee of his estate. One of the investments that he had which I'm trying to help with is a stock held at Computershare. We were able to log into his Computershare account and are trying to learn the process to sell all the shares so as to distribute the funds to the four beneficiaries of the estate. However we've run into a bit of a snag. The number of shares available to sell according to Computershare is 1,058 but the total number of shares held is 1,587. From what we understand there were three stock certificates each worth 529 shares. Two of the stock certificates were deposited at Computershare but the third certificate wasn't. We've located the third certificate (529 shares) which is the missing piece of the puzzle. Our plan is to deposit (if that's the right term) into her Dad's Computershare account which would then allow all 1,587 shares to be sold in one batch. I've never dealt with Computershare but it appears we're on the right track?
I think I've got a handle on this but if I'm missing something or if there may be a better way to handle the transaction please let me know.
I think I've got a handle on this but if I'm missing something or if there may be a better way to handle the transaction please let me know.
Statistics: Posted by dbc47 — Sun Jan 12, 2025 12:33 pm — Replies 0 — Views 105