Start with the essentials

Banks, deposits and insurance products may have different nomination procedures. Ask each provider how to register or update a nominee and keep the acknowledgement. Nomination and inheritance are related but are not identical questions.

What you can do

  1. Check the current nomination on each account or policy using official records.
  2. Update relevant records after major family changes and retain confirmations.
  3. Tell a trusted person where account and policy information is stored securely.

Keep in mind

For disputes, succession planning or a complex family situation, seek advice from the provider and a qualified legal professional.

Further reading & official resources

Check current terms and guidance with the responsible provider. References are for background reading and do not imply endorsement.

Something we should correct?

Tell us which passage needs attention and include a source if you have one. Contact the desk →