My Aunt lived in Melbourne and she died last month. My sister and I are the beneficiaries to her deceased estate. Her house has been sold and all bank accounts are accounted for. We know she had a large share portfolio. Her executor is her accountant and he only knows of the shares she owned that paid dividends. She was very private. He says she told him she had shares bought years ago some that didn't pay dividends.
We have tried to find any sort of documentation about these with not much luck. We don't even know who her share broker was. Is there any way we could get a listing of shares she had even if they weren't paying dividends? Apparently, we need this to apply for probate.
Also, her lawyer has the deposit for her house sale and funds from another cheque in his trust fund. Is he earning any interest on this? If so, does he have to repay this to us when the deceased estate is settled?
We have tried to find any sort of documentation about these with not much luck. We don't even know who her share broker was. Is there any way we could get a listing of shares she had even if they weren't paying dividends? Apparently, we need this to apply for probate.
Also, her lawyer has the deposit for her house sale and funds from another cheque in his trust fund. Is he earning any interest on this? If so, does he have to repay this to us when the deceased estate is settled?