Supporting you during this time The estates journey with EQ Bank
We’re sorry for the loss of your loved one. For some peace of mind during what can be a difficult time, we’ve made the process of settling your loved one’s estate easier.
Below are the steps you’ll need to take to settle the estate, including a helpful documentation checklist.
Contact us
First, it’s important to promptly notify EQ Bank of the death, in order to reduce potential process delays. When you’re ready, you may choose to:
- Email us at estates@eqbank.ca
- Call us at 1-844-437-2265 (1-844-4EQ-BANK)
Gather the right documents
To start the estate settlement process, you’ll need to provide us with the following:
- An original or notarial copy of a death certificate
- The original or notarial copy of the will
- Direction and Indemnity Form
- Identification Verification Form
You’ll also need to provide further documentation, depending on the type of account(s) held by the deceased.
Please mail all required documents to our head office at:
EQ Bank – Digital Banking
30 St. Clair Avenue West, Suite 700
Toronto, ON
M4V 3A1
Settling the estate
Once all required documents are received and reviewed, the time it takes to settle an estate can vary. Rest assured we’ll keep you informed every step of the way.
