In the event that a loved one has passed away, Swan is here to help you gain access to the account holder's funds.
We operate in compliance with the Probate process. In short, as per this process, the executor of the estate or legal successor(s) will have to provide us with several documents such as the death certificate and will. These documents are what authorize the transfer of funds from the Prime Trust account.
Please note that you must follow the Probate process, regardless of whether you have a Beneficiary stored in your Swan account. Please submit a request to us and our team will walk you through every step of the process.