Estate Representative Identification Form

SECTION A – Deceased Client Information

SECTION B – Estate Representative Information

SECTION C – Probate / Court Information

SECTION D – Supporting Identification

SECTION E – Declaration

Declaration

I hereby declare and confirm that:

1. I am the duly appointed Executor, Administrator, Personal Representative, Trustee, or other legally authorised representative, as identified in this form, and that I possess the legal authority to act on behalf of the Estate of the above-named Deceased.
2. The information and documentation provided to Schierwealth in connection with this Estate Administration process are true, complete and accurate to the best of my knowledge and belief.
3. I acknowledge that Schierwealth is entitled to rely upon the information and documents provided by me for the purpose of administering this Estate, subject to its own legal, regulatory and compliance requirements.
4. I undertake to notify Schierwealth promptly should my appointment, authority or legal capacity be revoked, suspended, amended, replaced or otherwise cease to have legal effect, and I understand that Schierwealth may suspend further processing of the Estate until such changes have been satisfactorily resolved.
5. I authorise Schierwealth to verify any information or documentation submitted in connection with this Estate with the issuing court, government authority, legal representative, financial institution or any other competent authority, where such verification is considered necessary or required by law.
6. I understand that acceptance of this form or receipt of supporting documentation by Schierwealth does not constitute recognition of my legal authority or confirmation of my entitlement to the Estate assets, and that Schierwealth reserves the right to request additional information or documentation where reasonably necessary to satisfy its legal, regulatory or fiduciary obligations.
7. I acknowledge that any material omission, false statement, misrepresentation or submission of altered or misleading documentation may result in the suspension or rejection of the Estate administration process.