How to close accounts

Manage Accounts

For each type of account the deceased had, you will need to follow the steps and procedures for closing.

These steps and procedures can and will vary between types of account as well as between different companies, organizations and institutions.

In this chapter, you will find help with closing the most common types of accounts

Exclamation_Icon.svgImportant Whether it’s an executor or family member helping with this process, it’s important to keep records of all accounts that have been closed and any associated expenses.

Guides_Icon.svgRead More For more information on record keeping for an estate, see the “Keep accurate records of all estate bills, debts, taxes and other expenses” section of the Guide.

Tasks

Manage Accounts