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Bereavement support

We hope to help you through the stages of dealing with the estate, following the loss of a loved one.

This information should help with understanding how we deal with the accounts held with the bank and the settlement process of the estate.


How we can help

You can notify us of a loss of a loved one by:

If attending an appointment at one of our branches you should bring:

  • The death certificate
  • The original will or a certified copy (if applicable)
  • Suitable identification
  • Details of items held in safe custody
  • Certificate of confirmation/grant of probate (if applicable)
  • Insurance policy documents
  • All cards (debit and credit), cheque books and passbooks
  • Details of the firm of solicitor you are appointing (if applicable)

We will take copies of all the official documents and return the originals to you.

If there is a will it is important that you bring this with you to allow the bank to confirm who the executors are.

If there is no will then the estate is classed as ‘intestate’ and who is to inherit the estate is dictated by law. In this instance it would be helpful to provide a list of all next of kin to help identify the beneficiaries of the estate at an early stage. To help identify who is the next of kin please refer to the following link to intestacy (opens in a new window).

We aim to deal with all cases as promptly as possible so it’s important you provide all relevant documentation as early on in the process to avoid delays.

We understand this is a difficult time and we will help you work through the administration, as much as possible.


Estate expenditure

There are a number of expenses which we are able to either settle directly with the relevant company, or if already settled we can reimburse the individual on proof of payment.

Please note that we are able to release all funds in part settlement of expenses if required. Such costs may be:

Funeral expenses
Catering
Flowers
Order of service
Obituary notices
Headstone
Death certificate(s)
Estate costs
Confirmation/ probate fees
Inheritance tax costs