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Step 1

Notification of a Vancity Member’s passing

Book an appointment with an Estate specialist to review documents and the process by either:

1) Visiting a local community branch and bringing the following documents:

• Death Certificate
• Will
• Estate representatives personal information: Two pieces of valid identification, SIN, contact information

2) Booking an appointment with our Estate Specialists and then going into your local community branch before your booked appointment with the following documents:

• Death Certificate
• Will
• Estate representatives personal information: Two pieces of valid identification, SIN, contact information

Step 2

Managing a Vancity Estate account

After notification, initial documents being received and your booked appointment, our Estate specialist will conduct a review of accounts and provide guidance on next steps throughout the process.

Support documents for Estate Representatives, Your Duties As Executor or Your Duties As Administrator

Step 3

Settling a Vancity Estate account

The Vancity estate account will be settled after the review of information and accounts is complete and once all signing of updated documents is completed with a Vancity staff member.