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How long will it take for the account(s) to be finalised and funds to be released?
Each Estate is different. Some Estates will take a short amount of time to finalise, others will be more complicated. The process may be sped up if we receive all the right documents and information in a timely manner, along with a signed Deceased Notification Form.
Once we receive notice of your loved one’s passing, along with the correct documentation, we will act on your instructions within 14 days. This means we’ll be able to provide access to information about your loved one’s assets and start assisting you with the process of closing their accounts and settling their debts. Keep in mind, we can only grant this access if you are the authorised person to act of behalf of the Estate.
To find out what documents and information is required for the Estate, please refer to the How we can support you guide or the Deceased Notification Form.