

7:22 am
March 14, 2023

I too had to work with Manulife Bank for estate purposes. I had to provide death certificate, notarized will and letter of direction in order to move funds. The process took about 4 weeks from start to receiving the funds, and could have been quicker but for delays on my end.
I wasn't setting up an estate account at Manulife, so my needs weren't identical to Q4W's. I will say, though, that Manulife was at least as easy to deal with compared to the Big 5 banks that I also had to work with on estate matters.
7:08 am
March 14, 2023

Lodown said
If there is any chance you will be having to deal with an estate situation, get yourself joint accounts with the person(s) involved. You will be very happy not having to also deal with bank processes.....as you will have enough "fun" dealing with all the other estate issues 🙁
Agreed 100%. In my instance, Manulife was the only non-joint account to deal with. So a little extra work, but relatively painless.
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