Estate Hub reimagines estate management with digital innovation

The process previously included numerous manual steps such as phone calls and physical mail, as well as tracking progress to confirm completions.

The Estate Hub delivers a digital enhancement, streamlining the process in a single, secure platform. All steps are clearly outlined based on the decedent’s personal situation, with real-time status tracking and confirmations, providing transparency and peace of mind throughout the process.

The Estate Hub includes:

• Easy online notification to Computershare of a shareholder's passing which triggers the automatic application of a deceased flag on the holder's account and other matched accounts to ensure they are managed appropriately.
• A clear, step-by-step guided process that helps third parties to identify requirements, create a custom transfer package, and facilitate the transfer of shares.
• For qualifying accounts, access to digital transfers enabling the transfer of shares to the estate of the deceased shareholders or beneficiaries named in the will, for a smooth end-to-end experience.

We will continue to make enhancements to the platform to further improve the process for your shareholders. The next phase will build on the original foundation by delivering a more intuitive, action‑oriented experience and streamlined tools that help third parties quickly identify and manage estate assets. This next phase will add secure authentication options, improved asset search capabilities, and a direct pathway for executors to initiate share transfers.

For more information, visit the Estate Hub or contact your relationship manager.

 

Computershare is not providing, and does not intend to provide, any legal, tax or investment advice.