Institution enquiries

Bank account checks after death

Understand why bank checks take time and how a managed case can reduce repeated follow-up.

Check your authority first

Banks usually need evidence of the death and your authority before sharing account details or releasing funds. Ask each bank which documents it requires.

Record each bank’s reply

Keep each enquiry, the documents sent, the bank’s reply and your next follow-up in your case. These records are saved in your Timeliss account for future reference, helping you avoid sending the same information repeatedly.

Tell us if you are overseas

You may need certified or legalised documents and help dealing with a bank locally. Ask what is required before paying for certification or a courier.

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