What happens when the account holder passes away? How to prove the status of being the heir

When one of our loved ones passes away, all of a sudden we see ourselves having to organise their last will, their finances, and even, what will the money in their bank account be destined for.

If we are the heirs, we will obviously be interested in obtaining information about such bank accounts (transactions, debits, etc.), or in allocating the balance. In such difficult moments it’s normal to have all sorts of doubts. Every Tuesday we will try to answer your most frequently asked questions.

How to prove the status of being the heir

Usually, credit institutions request death certificate, certificate issued by the Register of Last Wills and Testament, as well as legal copy of the last will or legal evidence of intestacy. To access the funds we must also provide supporting documents of acceptance, division and awarding of inheritance.