Deceased Estate Guide

We understand that losing a loved one is a lot to process and can be an incredibly difficult time. Dealing with their finances may be the furthest thing from your mind and we’re here to help make it as simple as possible.

We’ve put together some helpful information in our Deceased Estate Guide about how we can assist you through the process of managing your loved one’s banking affairs by explaining what’s required and supporting you through each stage – from completing paperwork together and stopping account activity, to handling the release of money from the Estate.

When a loved one passes, it’s important that you notify us as soon as possible to ensure their accounts and assets are protected. Contact us using one of the below methods, whichever way you’re most comfortable with. We’ll always handle your situation with care and sensitivity, whether that’s in person, over the phone or email.