Losing a loved one is never easy, and managing financial matters during this time can feel overwhelming. At Trine, we are committed to making the process as straightforward and transparent as possible for those handling a deceased investor’s estate.
What to Do When an Investor Passes Away
If an investor has passed away, their next of kin or estate representative should contact us via email at hello@trine.com and provide:
A death certificate to confirm the passing.
Once we receive this, we will review the account and share details of any outstanding investments and available funds.
To proceed with fund transfers or investment distribution, we will require:
A certified copy of the estate inventory
A signed instruction from the authorised estate manager on how the estate should be distributed
A power of attorney from all individuals with an interest in the estate
Certified copies of identification for those who have provided a power of attorney
Proof of authorisation for the estate manager
Transferring Investments After Probate
Once probate is complete and the estate’s distribution is legally determined, we will facilitate the transfer of funds and investments according to the provided instructions.
Opening an Account for the Inheritor
If the inheritor does not have a Trine account, they will need to open one to comply with our Know Your Customer (KYC) verification process. Once set up, we can transfer both investments and available funds.
If the inheritor already has a Trine account, we will transfer the funds and investments directly into it.
Withdrawals
Funds are not automatically withdrawn—the inheritor can decide when to withdraw as repayments are credited to the account.
Our Commitment to You
We understand this is a difficult time, and we are here to support you every step of the way. If you have any questions or need guidance, please email us at hello@trine.com, and we will assist you with the next steps.
We’re here to make the process as seamless as possible and support you through each step.