Unearthing Hidden Assets: The Power of a Blind Share Search

In the complex and often overwhelming world of estate administration, the search for assets can feel like looking for a needle in a haystack. That’s where a specialised deceased estate stockbroker comes into play. At JM Investments, we understand the struggle, and we’re here to help with a unique offering – the ‘Blind Share Search.’

Blind share search

The ‘Blind Share Search’ is a comprehensive asset discovery tool designed to support wills and estates solicitors in their quest to finalise estates effectively and efficiently. Not only does it help in locating assets within an estate, but it also ensures nothing is missed in the finalisation process.

We conduct a search at each Australian share registry a minimum of two times each to ensure the information is as accurate as can be.

Case studies

Over the past few months, our Search has led to several remarkable discoveries:

One client found a parcel of shares worth a staggering $800k. The search was initiated based on a beneficiary’s hunch, despite the absence of any paperwork evidence, dividend deposits, or registry records under the deceased’s name.

Another client uncovered $120k worth of shares and unpaid dividends that had previously gone unnoticed.

In a different case, we helped a client locate $90k worth of unpaid dividends after the estate had been officially closed.

We even assisted a client who, unbeknownst to his loved ones, held 18 different shares (although most of these were, unfortunately, only $30-40 in value.)

Low-cost, high value

Our ‘Blind Share Search’ service costs just a few hundred dollars, making it a small investment with the potential for significant returns. More importantly, it can considerably reduce the time solicitors spend on estate administration, ensuring a smoother, stress-free process for all parties involved.

In the maze of estate administration, a ‘Blind Share Search’ can be the guiding light that uncovers hidden assets and ensures a complete and accurate estate finalisation.

Don’t leave it to chance – let JM Investments help you discover what might be hiding in plain sight.

Jon Moses
Managing Director of JM Investments