DECEASED ESTATE SHARES

Your partner in share administration

Dubbed the 'Share Hunter' in a feature article by:

This means No more:
 
Painful phone calls with share registries.

Waiting weeks/ months/ years for estate share matters to finalise.

Being led down a path of wrong forms and misinformation only to be told to start again, or that it cant be done (it can).

Posting documents across the country, waiting and hoping. 

Leaving unpaid dividends and shares on the table.

At JM Investments we pride ourselves on not just offering Estates as a service, but becoming a part of your Estate Team/ Family.

We take on ALL of the administration and phone calls regarding your estate's shares and dividends so your team can focus on what's important.

Founder Jon Moses found his niche in the estate space from his experience as a Lifeline Counsellor, meaning You, Your staff, and your clients will be met with care and empathy every step of the way. 

JM Investments is dedicated to being the best in the field when it comes to finding lost shares and dividends, offering our unique Blind Share Search which has uncovered millions in lost shares and dividends in the last year alone.

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CURRENTLY FOUND THROUGH OUR BLIND SHARE SEARCHES

Over $4 million

We are JM Investments—a family-owned business that specialises in the Discovery, sale, or transfer of shares, in a deceased estate. Our experienced team will help with your deceased estate share needs with empathy and care so you can rest assured your matter will be dealt with quickly and efficiently. 

At JM Investments, we understand how difficult this time can be. That's why we offer a simple and easy way to sell shares in a deceased estate. All you have to do is pick up the phone and give us a call—we'll take care of everything else for you!

Selling Shares from a Deceased Estate

Reach out to our team via Chat or Phone.

The Process

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01

Provide details about the estate and shareholdings.

02

Complete the application forms.

03

Sell or transfer shares.

04

or CALL 07 5641 1700

When you've just been notified that a family member has passed away. It's hard to know what to do next.

Sell shares in a Deceased Estate

Transfer shares to beneficiaries of a Deceased Estate

Search for lost shares and dividends 

Pay all dividends and share proceeds to the estate’s bank account, or the solicitor’s trust

"To help make deceased estates whole, he hunts down lost shares."

As a specialist hunter of missing shares belonging to deceased estates, JMI Investments' Jon Moses helps families and their lawyers navigate a difficult and confusing process. It's not unusual to find thousands in unpaid dividends, and he recently found a forgotten $1 million portfolio.

READ THE FULL ARTICLE

JM investments is a Family owned Australian stock market advisory service that was born from over a decade of experience in the financial and commodity markets. Founder Jon Moses saw a gap in the market between the DIY online broking space lacking personality and advice and the corporate broking houses charging exorbitant, ongoing fees often misaligned with the service provided.

JM Investments’ mission is to provide a personalised service with fair, honest, and transparent pricing. 

JM investments utilise a vast research team to provide up-to-date research and analysis as well as offer model portfolio structures to follow or adapt to an individual’s own risk and ethical profiling.




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