Tasks
Everything that needs to happen, sequenced by urgency — researched by Willow's agents.
Immediate · 24 hours
DBS Bank
Notify DBS Bank of the death and freeze the sole account
Bring: Death certificate, Executor's NRIC
24 hours
pendingWithin 7 days
CPF Board
File CPF nomination claim (Sarah is sole nominee)
Bring: Death certificate, Sarah's ID
7 days
pendingAIA
File the AIA life insurance claim — hotline 1800 248 8000
Bring: Death certificate, Policy AIA-SG-77231
within 6 months
pendingWithin 30 days
IRS / cross-border
Engage a US cross-border advisor for the Interactive Brokers US-situs shares (Form 706-NA / 3520)
Bring: Brokerage statements
30 days
pendingSubscriptions
Cancel recurring subscriptions (Netflix, iCloud)
30 days
pendingWithin 90 days
Probate
Apply for Grant of Probate for Singapore assets
Bring: Will, Death certificate
90 days
pending