We’re sorry to hear about our customer’s passing. In order to help you in the best way possible, we’ll need to collect some documents.
Required Documents
If you represent the executor(s) of our customer’s will or the legal next of kin, the following documents will allow us to disclose account information that you may need for probate proceedings:
Death Certificate: A scan or clear image of an official death certificate. Interim death certificates or certificates of fact of death issued by funeral homes and similar documents may be accepted if valid under local laws. Don't send the only original copy of it to us via post. These documents may be destroyed upon receipt in line with our privacy regulations.
Will (for testate succession): A copy of the Will and/or documents that prove your client’s status as an executor. All pages are required.
Proof of Relationship (for intestate succession): We'll need documents proving the relationship of all next of kin to the deceased (e.g. birth certificate, marriage certificate) in accordance with the intestacy law of our customer’s country of residence.
Law firm authorisation: We’ll need a sealed/stamped letter in your firm’s legal letterhead by which the executor(s) or legal next of kin explicitly authorise your firm to act on their behalf in the handling of our customer’s estate. Alternatively, you may fill out our authorisation form and have it signed by all executors or legal next of kin.
If funds are held on the account of our deceased customer
These funds should be refunded. For any and all refunds related to our customer’s account, we’ll need you to fill in a form, depending on where the deceased person was residing:
The form should be filled thoroughly and signed by all executors or legal next of kin.
Depending on the succession law of the country where our customer resided, we may need a finalised probative document conferring the executor(s) or administrator(s) the right to move funds from financial institutions.
We may ask you to have this document legalised internationally by means of an apostille certificate or a similar process if said document is issued in a different country from our customer’s registered address.
If you're a public servant appointed by local authorities
We’ll need you to provide us with some documentation before we can disclose the necessary information for you to perform your duties. Please provide:
Proof of appointment: We’ll need a document that proves your lawful appointment to the handling of the estate. For estate inventory, an official letter in your professional letterhead is acceptable. If your duties include the collection of the estate from financial institutions we’ll need to verify an official document that confers those rights to you.
ID document: We’ll need to verify your ID as well. While professional forms of ID are preferred, personal ones are also acceptable. We’ll need both sides if the document has two.
If your duties are limited to the estate’s inventory, please have the heirs/executors reach out to us with the documents produced by your labour.
If your duties include the defunding of our customer’s account, we may request additional documents.
Hungarian notaries appointed to the probate (hagyatéki eljárás) proceedings
To ensure your request is processed correctly and without delay, please be aware of the following distinction between our legal entities.
Our branch in Hungary, Wise Payments Limited Magyarországi Fióktelepe (referred to as Wise Hungary) is an operational branch of Wise Payments Limited, a company registered under English law. It does not provide any services to customers, nor does it hold any customer data. Wise Hungary cannot provide any information regarding deceased customers.
Customers with a residential address in Hungary are assigned to our main European entity, Wise Europe SA, a Belgian payment service provider that operates cross-border in Hungary. Wise Europe SA is the entity that holds these customers' data, and it is the only one that can process your request.
For more information regarding our Customer Agreement, please visit: Ügyfélmegállapodás
For other civil information requests to Wise, see: How to submit a civil information request to Wise
Please address all future requests about customers with a residential address in Hungary to Wise Europe SA (Rue du Trône 100 bte 3, 1050 Bruxelles).
To submit your request and all necessary documents, contact us directly at [email protected].
How do I send documents to Wise?
Please send documentation to our specialised team by:
emailing [email protected] or
upload them via this secure link, if you have a Wise account. Just let us know if you do so we can take a look.
All documents are stored securely and privately.
For security reasons, we can't access public file-sharing services like Google Drive or OneDrive. While PDFs are preferred, we also accept most common image formats.