As an executor or administrator how do I access the funds the deceased may have held with you?

When the account holder dies you will need to notify us. Please provide us with an original or certified copy of the death certificate via the post to: Close Brothers Savings, 10 Crown Place, London, EC2A 4FT.

If the account was held in a sole name, we will send you a valuation of the account and request an executor instruction form and an original or certified copy of a grant of probate. Please note, we require grant of probate for all accounts valued at £5,000 or over. If the account was held in joint names, the surviving customer will take ownership of the account in their sole name and will continue to manage the account as normal.