The death of someone close is always a difficult time
Dealing with practical matters and making important financial decisions can seem overwhelming when you're experiencing grief. We want to assist you during these difficult times by providing resolution as quickly as possible.
| How to let us know |
Contact your Wealth Relationship Manager
The best way to tell us you’ve lost someone is to book an appointment with your Wealth Relationship Manager.
Call us
Alternatively, you can give us a call:
Outside the US or Canada:
Available 24/7
What to do when someone dies
There are some important steps you’ll need to take when dealing with a death.
- Provide us with the customer’s full legal name and social security number
- Identify and verify the personal representative(s)
- Gather relevant documentation
What happens if a customer dies and doesn't have a will (also called 'intestacy')?
If someone dies without making a will, they're said to have died ‘intestate’. In this case, the deceased’s assets will be administered according to the law of the state or country they lived in. Personal representatives are appointed by the courts, and we will communicate with the appointed representative(s). If there's no will and you're unsure what should happen, it's best to seek independent legal advice. |
What to do when a non-U.S. resident dies
If the deceased was a non-US resident, there may be additional requirements for certain estates. Read our Guidance for Transfers from Non-resident Decedent Accounts to find out more.
You might come across some unfamiliar terms when reading about documentation and processes. Our glossary can help explain what these mean.