What is the Estate Process?

We understand that estate matters can be difficult, and we're here to support you. Please call us at 1-888-826-4374, and we’ll arrange a callback from our Estates team.

To help make the process smoother, the Executor, Beneficiary, Successor Holder or family member should have the following ready:

• Name, Client Number or Account Number of the deceased
• The date or death
• Proof of death (e.g., death certificate)

Once we connect, we’ll guide you through the next steps with care and clarity.