1. Register the death

To do this, you will need to:

  • get a medical certificate from the hospital, GP or coroner
  • register the death at your local Register Office.

Once registered, you'll receive a death certificate which companies may ask to see. We recommend getting more than 1 copy.

2. Locate the will

This will help with what you need to do next. 

It may have details about the funeral and will name the executors.

Don’t worry if there’s no will in place – you can still get in touch.

3. Things to check

  • Find out what accounts or products they have.
  • Find out what possessions they own.
  • Value the estate.
  • Make sure any property is secure.
  • Find out if you need to apply for probate.

Who we'll talk to about the accounts

Anyone can inform us of a death, but only certain people can deal with the accounts.

Who can deal with the accounts

  • A next of kin.
  • An executor of the deceased’s will.
  • A personal representative of the deceased.

We're by your side through this

What to do next?

Once you’ve registered the death you’ll receive the death certificate. If you don’t have this yet, we can still help you. Our specialist team can help guide you through what you need to do.

You can call us on +44 1624 641 711. Our lines are open 9am to 5pm (UK time), Monday to Friday except UK bank holidays. Telephone calls may be recorded and monitored. You can also email us at techbankingiom@lloydsbankinternational.com.

What happens with payments and letters?

We can help you pay

If there's enough money in the accounts, some bills can be paid from the deceased person's account. This includes probate fees and Inheritance Tax.

Paying other bills isn't possible for accounts based in Jersey.

We'll guide you through what you'll need to provide

Let us know once and we'll do the rest

The person who has died may have had accounts you weren’t aware of. We’re part of a wider group, so if they had accounts with any of the companies listed, we’ll inform them. Other companies will need you to contact them.

What happens with sole accounts when someone has died.

Companies we'll contact for you

Companies you'll need to speak to

Companies we'll contact for you

  • Halifax
  • Bank of Scotland
  • Scottish Widows
  • Clerical Medical
  • MBNA
  • Birmingham Midshires

Companies you'll need to speak to

How we deal with payments, statements and letters

  • Sole Accounts

    We’ll stop all standing orders and direct debit payments. We can give you a list of payments from the account which will help you decide if you need to set up new payments. You should contact the original company to make or cancel future payments. If we receive money, we’ll return it to the sender. Any interest will still be paid until the account is closed. We can’t stop subscription payments from leaving the account. You’ll have to contact these companies to cancel the subscription.

    Joint Accounts

    Standing orders and direct debits will continue, and the remaining account holder can be given a list of payments to check. If you are the remaining name on the account, you’ll be able to use it as normal. If there is a cheque book, it will be reissued in the remaining account holder’s name.

  • Sole Accounts

    We’ll stop sending communications once we’ve been told of the death. Some of the communications we send out are produced up to 6 weeks in advance. This means we are unable to stop these being sent.

    Bereavement related communication will be sent to the personal representative or joint account holder.

    Joint Accounts

    There will be no change to how you receive your statements, and correspondence will be addressed to the remaining account holder. 

Common questions

  • No, for most people we can handle the process on the phone or by email and you can send us any documents after we speak. If you have an account with us, we can use your telephone banking details to identify you.

  •  As the surviving account holder, you can keep using your joint account. If this changes, we'll let you know.

  • An executor named in the will may need to apply for a grant of representation, known as a grant of probate. Where there’s no will in place, the authority needed is called letters of administration. These give the legal authority to manage the person’s estate.

    You can apply for a grant of probate through the Probate Registry in the jurisdiction where the estate’s accounts or assets are held.