Estates

The period immediately after the death of a loved one, be it a friend or family member, is not the time anyone would choose to manage the deceased's complex financial affairs. Normally an executor or surviving joint owner will sort out the finances and distribute the funds according to the will or the laws of intestacy. To ensure the needs of the survivor(s) are handled expeditiously and with great care, various documents are required in order to access the investments.

For a list of the documents required and the procedure to settle an Estate situation, please view our:

Estate Guidelines Brochure

Direction & Indemnity Form