The death of someone close is always a difficult time. When you’re experiencing grief, dealing with practical matters and making important financial decisions can seem overwhelming. We are here to support you through those steps and decisions.
Your step by step guide
There are a handful of things that need to be done as soon as possible after someone has died. By the time you contact us, you may have done some of them already. If not, you will find below guidance on the steps that need to be taken, starting by formally registering the death.
Step 1 – Registering the death
When someone passes away the death must be registered.
Step 2 – Notifying us and finding out banking relationship
Once you have registered the death you should notify HSBC and find out the deceased’s asset with us.
Step 3 – Emergency needs
We can release funds from the estate to pay for the certain emergency needs.
Step 4 – Handling an estate
Dealing with the estate can be complex depending on each case.
Step 5 – Sorting out any HSBC accounts
To move money out of the deceased's accounts with HSBC.
Bereavement Guide - you may save or print the electronic copy for reference.
Related information
Disclaimer
The information relating to the handling of a deceased’s estate on this website is for general awareness only and not exhaustive and does not constitute legal advice. You should contact your own legal advisor to obtain advice with respect to any particular issue.
In case of any discrepancies or inconsistencies between the English and Chinese versions of this guide, the English version shall apply and prevail.