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 the original or an official copy of the death certificate via 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. Please note, we require the original or an official copy of the grant of probate for all accounts valued at £20,000 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.