Bereavement Services | NatWest

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Our bereavement services

Find out how we can help you

Get in touch Estate administration services

The first step is to let us know of your bereavement by getting in touch with our dedicated Bereavement Service Team. 

They'll help you (or the executor of the will) to close the deceased’s bank accounts and sort out any paperwork as easily as possible. This service is free, find out more below, and get in touch with us when you're ready.

What we'll do for you

We’ll freeze the deceased’s accounts to stop any payments going in or out, and set up an appointment for you to come see us in branch.  

 

If the deceased had a joint account, we’ll transfer it to the name of the other person once we’ve seen the death certificate and completed a review of any joint facilities.

What we'll need from you

You’ll need to bring some important documents with you, like the death certificate. If you’re unable to come see us in person or you don’t have all the documents we need, you might be able to post them to us later but we’ll let you know what to do when we talk to you. It's best to gather the following:

 

• Your proof of ID and address and/or the executor of the will

 

• Full name and last known address details of the deceased

 

• Their NatWest sort code and account number (we only need to see one, even if they had multiple accounts with us)

 

• The original death certificate or coroner’s interim certificate (England and Wales) or abbreviated extract (Scotland)

 

• Details of any items held in safe custody at the bank

 

• The deceased’s will (if there is one)

 

• Grant of representation (England and Wales) or Confirmation (Scotland), if appropriate

 

• The final Funeral bill (this does not include estimated bills)

Information about executor accounts

We’ll also talk to you about if you’d like to open an executor account to make and receive payments on behalf of the estate.

 

We may also be able to pay for some funeral bills from the deceased’s account

Notify us of your bereavement
Add your signposting title here… Estate Administration

Sorting out a deceased estate can be a long and complicated process. Usually there are funeral expenses, household bills, taxes and other bills to be taken care of, as well as assets that need to be divided up.

Our Estate Administration Service is provided by Hugh James Solicitors, and is available for a fee. This service will take care of all the details for you, including: 

  • Provide you with a dedicated case manager who will be your point of contact
  • Make sure the terms of the will are carried out and that the wealth of the deceased is passed on efficiently
  • If there isn’t a will, they’ll make sure as the deceased’s assets are distributed correctly to all beneficiaries entitled by law
  • Pay any inheritance tax that’s due and liaise directly with HM Revenue & Customs about any tax affairs of the person who has died
  • Secure any property so that it meets the terms of any home insurance policies

We can also help if the executor of the will feels they’re unable to carry out their role. Or if NatWest has been appointed as executor of the will, you’ll need to get in touch with us so we can help.

Get in touch with Estate Administration
Helping you plan

Most people don't know where to start when it comes to dealing with the financial and practical tasks that need to be completed after someone dies. We'll help you get things sorted as easily as possible.

Our step by step guide
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