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What are the first steps as an estate representative?
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
- What are the responsibilities that need to be handled by the estate representative?
- What is Probate?
- Who is an Estate Representative?
- What is an estate and estate settlement?
- Who is the beneficiary in the estate settlement process?
- Where can I find my account statements?
- How can I chat with an agent online?
- I’m OK with personal verification questions as my form of security. Do I have to use the one-time verification code?
- When do I pay back my loan?
- My recipient doesn't use Autodeposit. Can I set up a recurring e-Transfer with a security question instead?
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