Farra is a death administration assistant for UK families. Get step-by-step guidance for registering a death, applying for probate, notifying banks, and managing bereavement admin. From essential documents to practical checklists, Farra simplifies estate paperwork and funeral-related tasks so you can focus on what matters.
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When someone dies, notifying Wealthify is one of the key tasks for the executor or next of kin. This guide explains exactly who to contact, what to say, what documents you will need, and how long Wealthify takes to process a bereavement notification.
Wealthify bereavement contact details
Phone: 0800 802 1800 — Mon–Fri 9am–5pm
Email: support@wealthify.com
Last verified: June 2026
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Call 0800 802 1800 or email support@wealthify.com. Wealthify is a robo-adviser and will freeze the account on receipt of notification.
You will need the deceased's email address (used as their Wealthify login), full name, date of birth, and date of death. Wealthify will send you a bereavement form and advise on the next steps.
Wealthify will require a certified copy of the death certificate and, for most estates, grant of probate or letters of administration before releasing funds.
Wealthify managed portfolios are typically redeemed and the cash proceeds transferred to the estate bank account. As a robo-adviser, Wealthify does not offer in-specie transfers to individual stock — the portfolio is liquidated.
Have multiple certified copies of the death certificate ready. Banks and financial institutions each require an original or certified copy — you cannot usually pass a single copy between organisations. See our guide to how many death certificates you need.
Wealthify does not publish a processing time, so we do not give one. Ask when you notify them, and ask for a reference so you can chase it.
Accounts or services are usually frozen until the estate is administered, which means no new transactions can be authorised.
Wealthify is authorised and regulated by the FCA. As a robo-adviser, the bereavement process is straightforward but may take longer than traditional brokers if automated systems need manual override.
Once Wealthify receives your notification and confirms receipt, the account or service will be frozen and no new transactions will be authorised. Estate administration can then begin.
Wealthify will freeze the account and write to you with the documents required to transfer or encash the investments. You will typically need to provide a grant of probate (or letters of administration) and certified copies of the death certificate before assets can be released to the estate. ISA investments lose their tax-free wrapper on death but may benefit from an Additional Permitted Subscription (APS) allowance for a surviving spouse or civil partner.
Do not delay notifying Wealthify
Direct debits and standing orders may continue to be charged after death. Some organisations treat the estate as the debtor for any charges incurred before notification. Notifying Wealthify promptly protects the estate from unnecessary costs.
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