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Bereavement Services

What to do when a shareholder has died

EQ aims to make the process of registering the death of a loved one or client, and managing their estate as easy and straightforward as possible.

There are 2 options available to you to complete the process.

Option 1: Self-service

First, register the death with EQ 

Our bereavement support guide takes you through the self-administration process for managing a deceased shareholder’s estate. This covers both the notification and registration stages and offers advice and guidance on Small Estate Declarations and Grant of Representation options.


Download our step-by-step guide (PDF)

Next, register the death with other organisations who are part of the Death Notification Service.

You can register a death with multiple organisations via a single online form using our Death Notification Service. This free service allows you to notify a number of banks and building societies of a person's death at the same time, and at a time that suits you.

Death Notification Service

You can find the names of the organisations you can notify here


Option 2: Use our managed estate administration service EQ Benefactor

We offer a comprehensive and easy to understand estate administration service that provides a simpler solution than other legal firms. Our service is built on the expert experience of our staff and partners and has helped thousands of families through the probate process.

Find out more

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