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Benefits of our estate administration services

Winding up an estate is an emotionally and admin heavy process that can take months, sometimes years, to complete. Our professionals make it easier by doing the following:
  • Distribute the estate according to your wishes

  • Transfer assets to rightful heirs after debt is paid

  • Process the estate according to laws and regulations

  • Protect the interests of the deceased’s creditors and heirs

A nominated executor will:

Step 1

Obtain the deceased's death certificate from the Department of Home Affairs

Step 2

Report the death to the Master of the High Court

Step 3

Appoint an executor or have one appointed.

Step 4

Contact us and any other banks where the deceased may have had an account/accounts.

*Please note:

If there is a Will in place, your loved one's wishes will be carried out as stipulated. 

Find out more on managing a loved one's estate

Download deceased estate guide

Documents you'll need to submit

A copy of the deceased’s identity document or card (back and front)
A copy of the deceased's death certificate
A copy of the executor's identity document or card (back and front)
If applicable, a copy of the identity document or card (back and front) of the person who has been given power of attorney
A letter of executorship, a letter of authority or both
A bank statement as proof of the estate's account (this account will be opened by the executor)
An indemnity form
The executor’s written and signed instructions

Download indemnity form

Download form

For an MFC vehicle loan account, we will also need:

A copy of the deceased’s identity document or card (back and front)
A copy of the deceased's death certificate

We’re here to support you

If you have any questions or need more help around your loved one’s estate, email:

 

If your loved one had more than one type of account with us, email the respective helpdesks for assistance with each specific account.

Need guidance? Speak to a financial adviser.

Get a callback