During the period of administration (see
IDG34050) the assets of the estate can
be placed in a trust (as well as being distributed to
beneficiaries). Where the assets are placed into trust, trustees
will be appointed to oversee the administration of the trust. The
trustee may, or may not, be the Personal Representative for the
estate.
If you receive an enquiry in this type of case you must
establish the enquirer’s role in the administration of the
estate. If they are acting as a trustee they are only entitled to
receive information regarding the trust and not the deceased. To
establish their status you may wish to request documentation
related to the establishment of the trust.
| IDG34050 | Protecting the confidentiality of deceased customers: General |
| IDG34100 | Verifying the identity of Personal Representatives |
| IDG34150 | Disclosing to the Personal Representative where there is no will and a Letter of Administration is not appropriate |
| IDG34250 | Disclosure to persons other than the Personal Representative |
