This unique insight allows us to gain an understanding of the needs of those affected and the emotional impact it can have. Our expert bereavement team are trained to support and guide family and friends through the stages of managing the affairs of an estate to completion, and provide advice about tax and legal requirements. One of our expert estate administration team can act as executor or administrator on the behalf of named executors, freeing the beneficiaries of the complex responsibilities involved.
We guide customers and the deceased's family and friends through the stages of the bereavement process.
1) Equiniti Benefactor starts by offering free support and guidance to customers. Through a number of channels, we educate them on the complexities their family and friends could face when they die, so they can plan ahead and make informed decisions.
2) On the customer’s death, we provide free impartial tax, legal and probate support and guidance (with the option to purchase fixed cost Estate Administration services) to the friends and family of the deceased.
3) Towards the end of the Estate Administration process, often six to nine months after the death, there is a natural opportunity to offer your organisation’s products and services to the deceased’s friends and family. Introducing these new investable clients to your business transforms an account closing process into a new client channel.
We offer easy to understand support and guidance on what to do when someone dies and the legal process around it. With an all-inclusive, fixed price and streamlined process, customers get a first-rate service and receive their money more quickly.
By being proactive and providing the right advice at the right time, there is an opportunity to retain wealth and deliver a better customer experience.