HelpAccount

Release estate funds

Joint accounts, attorneys and bereavement: Release estate funds. Starts when: Executor requests payment. Steps: Request release; Funeral invoice paid first if asked; Balance to estate account; Closure; Receipt. Done when: Release journal posts and the account closes with a receipt. Rules that apply: UK Finance bereavement principles.

Every capability, grid and graph, with demo data. Nothing real is changed.

Sign in with EDGE ID