← All bereavement contacts · Investments, credit and credit files
Wealthify bereavement contacts
Before you get in touch
You can tell Wealthify's customer care team by live chat, email or phone. They then freeze the account so no money goes in or out. They will ask for some documents, such as ID, a bank statement and the death certificate, and tell you exactly what's needed. Whether you need probate depends on the product and its value.
Checked on 27 September 2026 against Wealthify's own page. Numbers do change now and then, so if one doesn't work, their page is the best place to look.
Other investments, credit and credit files
Most of the time this takes goes on working out what the person had and who to call. When you are ready, Inherit Vault is where you can write that down for your own family, kept private until it is needed.
If a number doesn't work, please let us know and we'll put it right the same day.