Notify us of a bereavement

Step 1
Step 2

First, let us know the details of the deceased client

Take note

As per bank statement or death certificate, incorrect details could lead to a delay in a notification being actioned.

Please complete all required fields.

First name

Middle name(s) (optional)

Surname

Postcode

Date of birth

Incorrect details could lead to a delay in notification being actioned.

Date of death (optional)

Take note

It’s important for you to understand how we use and share your information. Please read our Privacy Notice before you continue.

Let us know your details

Please complete all required fields.

Relationship with client

If you cant see your relationship status to the deceased on the dropdown the call Coutts 24 on 02079572424

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Title

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First name

Surname

Company name (only applicable if a solicitor) (optional)

Email address

PO Box (optional)

Phone number

Please enter your phone number

Postcode

Address Line 1

Address Line 2 (optional)

Town/City

Country

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Thank you

We understand that this can be a difficult time and are here to make things as straightforward as possible for you. If you would like additional support from us, or need us to make any adjustments for you at any point during this process, please do get in touch and let us know.

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Next steps

Before we can release any information or update our records, we will need to see documents confirming who will be administering the estate. Please ensure you review what documents need to be provided which are detailed below.

Where the deceased client has a Managed Investment Portfolio of any kind in a sole name, please note the following:

Management would cease from the date the bank is notified of the death.
Value of all investments will continue to fluctuate in line with financial market movements

Should you have any questions please refer to the What to do when some dies information page in the first instance. For any further queries, please contact:

Coutts Probate via email PrivateBankProbate@Coutts.com
For urgent enquiries, please call Coutts24 on 020 7959 2424

What documents need to be provided?

All of the following documents must be provided:

Executor Administering the Estate

Original Death Certificate or a Coroner’s certificate of the fact of death. We will require an original death certificate issued in the country of death. If the foreign death certificate is not in English a translation by an official translator will be needed.
A copy of the last Will (including any codicils) certified by a solicitor or one of our bankers.
Proof of Identity and address for all executors named in the Will - Passport or UK photo driving licence and recent utility bill from the last 3 months certified by a solicitor or one of our bankers. These documents are not required for existing Coutts clients.

Solicitor Administering the Estate

Original Death Certificate or a Coroner’s certificate of the fact of death. We will require an original death certificate issued in the country of death. If the foreign death certificate is not in English a translation by an official translator will be needed.
Full contact details of the solicitors who must be registered with the Law Society.
Please send documents to the Probate team at the following address: Probate team, 1st Floor, Trinity Quay 2, Avon Street, Bristol BS2 0PT.

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