Management Package Estate Form Commsec
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Death Certificate ? stockbrokers and share registries will require this as evidence of the investor's death. Will or Will Extract and Probate (if required) ? if probate isn't required to dispose or transfer assets, the broker will usually request a certified copy of the Will.
To ensure the account of your recently deceased family member or friend is protected*, please advise us of their passing as soon as possible. You can do this by phoning us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 6pm (Sydney time).
'Estate of' accounts can be opened at any bank. All Executor(s)/Administrator(s)/next of kin must visit their chosen branch with the Death Certificate and Will (if applicable) and advise the staff that they wish to open an 'Estate of' account.
The best banks to open an estate account Schwab One Estate Account. Fidelity Estate Account. Bank of America Estate Services. USAA Survivor Relations.