At a time like that, the last thing you need is to be worrying about bank accounts. But it’s important to know what will happen and who needs to do what.
When somebody dies, an 'administrator' or 'executor' will deal with that person's estate - which includes their money.
When it comes to funds in a joint account, it's normally quite straightforward: they belong to the surviving partner.
This money isn't counted as part of the deceased person's 'estate', so the administrator or executor doesn’t need to do anything.
Once we have seen the death certificate, we will transfer the account into the surviving account holder's name.
If you would like more information,
please call 0161 672 8910.
A call to our team of Money Managers will start everything rolling.
They’ll quickly explain what to do – and we’ll take care of the rest.
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