Open an account for the estate at Vanguard, Fidelity or Schwab. They'll tell you how to send in (or bring in) the certificates for deposit to the estate's account. If you send them, send them registered or FedEx with insurance coverage equal to what it would cost to get a bond for lost certificates, which I think is either 3% or 5% of the value.
You can sell the book entry shares through the place where they're held, though that may be expensive. You could check with Vanguard, Fidelity or Schwab as to how you can transfer those shares to the estate's account there.
You can sell the book entry shares through the place where they're held, though that may be expensive. You could check with Vanguard, Fidelity or Schwab as to how you can transfer those shares to the estate's account there.
Statistics: Posted by bsteiner — Sun Oct 13, 2024 10:25 pm