Do not include any confidential information, such as card or account numbers.
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