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How can I manage the estate of a deceased OneVest client?

Updated

We’re sorry for your loss. To proceed with making a request on behalf of a deceased client’s profile, you can always submit a request to our support team - and we would be glad to help.

Generally, we’ll need to complete the following with you - so, it would help if you have the relevant information or documentation ready beforehand.

Confirming the Requestor Status

When you reach out regarding a deceased account holder (most commonly since you are either someone that is associated with the deceased client and/or a representative of a third-party organization), please refer to the table below to confirm what information or documentation you might need to provide in order to proceed.

Where was the client located? Are there designated beneficiaries? Is there a will? Is the value of the account over $50k? Next Steps
In Quebec

For the province of Quebec, you must verify the designated beneficiaries by obtaining the following documents:

  1. Notarial copy of the will
  2. Notarial copy of the Province of Quebec Certificate of Will Search / Recherche de Certificat 

Once you have verified the designated beneficiaries, please share the documentation with OneVest so the next steps can be confirmed by the custodian.
Outside of Quebec Yes

Provide the following documentation:

  1. Original or notarial copy of the death certificate
  2. Indemnification from the designated beneficiary
No Yes Yes

Provide the following documentation:

  1. Original or notarial copy of Letters Probate
  2. Letter of Direction from the Executor(s)
Yes No

Provide the following documentation:

  1. Original or notarial copy of death certificate
  2. Notarial copy of will
  3. Indemnification from the executor(s)
No

Provide the following documentation:

  1. Original or notarial copy of Letters of Administration
  2. Letter of Direction from the Administrator(s)

Please note, we require hard copies of the documents above. We will assist you in processing these to the correct addresses, as required.

Next Steps

Once you have confirmed your requestor status and shared the necessary documentation with OneVest, please allow some time for OneVest to process the information and confirm if there is any further action required before proceeding.

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