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What are the first steps as an estate representative?

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When someone close to you passes away, it’s an emotional and difficult experience. When you’re named estate representative, you have the added weight of handling practical matters – some of which need to be taken care of right away. These can include:
• Funeral arrangements and expenses
• Notifying the bank
• Locating the will
• Proof of death

If the deceased banked with Simplii Financial, give us a call  at 1-877-433-1907 (Monday to Friday, 9 am to 6 pm ET) to notify us and start your estate settlement at Simplii Financial.

For more details check out:
• Estate Guide

† Simplii Financial personal banking services are provided by the direct banking division of CIBC. Banking services not available in Quebec.
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