What to do in case of death of the account holder?
Updated over a week ago

First of all, we would like to express our sincere condolences.

In order for us to update the account(s) concerned, we will need to obtain certain documents. Once these have been received, we will guide you through the necessary steps.

The account concerned is an account for a legal entity (company)

Company law will apply if the account is for a legal entity.

We will need an official document proving the death of the account holder from the following list:

  • Either the death certificate

  • Or the presentation letter from the notary

We will also ask you to provide us with a proof of identity or proof of parentage of the deceased.

Following the death of the company manager, the shareholders must take the necessary steps to change the manager or liquidate the company.

If a new company manager has been nominated, we invite him or her to contact us by email or by chat and provide us with an up-to-date KBIS and the Minutes of the Extraordinary General Meeting at which the change of company manager was agreed. We will then be able to proceed with the change of account holder.

The account concerned is for an individual (auto-entrepreneur)

We will need an official document proving the death of the account holder from the following list:

  • Either the death certificate

  • Or the presentation letter from the notary

We will also ask you to provide us with a proof of the deceased's identity or parentage (a family record book, for example).

We will also ask you for the contact details of the notary, if there is one. We can then carry out the necessary checks on the heir(s).

If an heir is a minor or a protected adult, you will need to provide us with the judgment of acceptance of the succession issued by the Guardianship judge, as well as the settlement instructions from the legal tutor.

In addition, if one of the heirs is domiciled outside France, we will need the certificate of non-dischargeability of duties in order to release the funds held in the account.

💡 Good to know: We can pay the Funeral Home bill up to €5,000. To do this, you will need to send us the following documents:

  • either the original invoice from the Funeral Home, received by post or in pdf by email directly from the Funeral Home and the agreement of an heir accompanied by the ID and a document proving the inheritance

  • or the agreement of the notary in charge of the succession

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