We are deeply sorry for your loss and understand that managing business finances can feel overwhelming during such a difficult time. To help us secure the account and support the transition of funds to the estate, we require certain legal documents. This process ensures that the business assets are handled according to the law and that the account holder's legacy is protected throughout the administrative period.
Documents we require
To help our team begin this process, please email our support team with the following information and documentation:
Information of the account holder: Their full name, account number, and the registered business name.
A copy of the death certificate: This provides the official record required to begin the transition.
Probate documentation: An official Grant of Probate or a Letter of Administration, confirming that you have been granted the legal authority to manage the estate.
Please note that we can only accept original digital versions or certified copies of these documents. For security and compliance reasons, we are unable to accept standard photocopies. 📄
Understanding Probate and Letters of Administration
Probate is the legal process of settling a person’s estate after they have passed away, regardless of whether they left a will.
If there is a will: The named executor usually applies for a Grant of Probate.
If there is no will: A close relative can apply for a Letter of Administration to become the administrator of the estate.
For more detailed guidance on how to navigate this process in the UK, you can visit the official GOV.UK probate page.
We are here to help
If you are unsure about which documents you need or how to gather them, please do not hesitate to reach out. Our support team is here to guide you through every step of this process with the care and patience it deserves. You can contact us directly by email to support@countingup.com