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REDDIT
Anyone familiar with Computershare? Decedent has common shares to a delisted company, which appears both in Computershare and as "other investment" on the Schwab statement. Schwab account has TOD listed, while Computershare does not....who do these shares belong to?
Reviewing a decedent's documents, who has Computershare statements reflecting shares of National Healthcare Properties REIT. They also appear on Schwab's statements as "other investments".
I don't really know what Computershare truly is, or what the affiliation with this and Schwab is. But long story short - there's $25K market value of these shares - which can't be sold, and collect no dividends.
I guess first question is - who do they belong to? The beneficiaries listed at Computershare, or the beneficiaries listed at Schwab? Computershare has no beneficiaries, Schwab has a couple.