Acting for a Deceased Estate - 2shakes
2 S H A K E S

Effortless Onboarding & AML CDD

You can get authority to act for a deceased estate with 2Shakes by adding the estate as an organisation. Add the executor as the main contact (not an individual client). When the estate is the only entity on the agreement you can add additional executors who need to sign on the parties and signatories page.

If AML applies add any additional executors to the People for IDV section on the AML screen if you can complete Customer Due Diligence checks on them.