What should I do if a customer has deceased?

If a customer is deceased

It is important to notify Wealth99 by submitting a request as soon as possible if someone has deceased. Anyone can notify us but typically this responsibility would fall on the next of kin or the estate representatives. We may ask for identification from the person notifying us as well as further documentation.

Upon notification that an account holder has deceased, the account will be locked/disabled until the relevant documentation from the executor is provided to us with the instructions for release. Further instructions will be provided by our team accordingly.