A will can explain a planned beneficiary relationship, but the file may also need estate authority, distribution accounts, asset records and bank evidence. The documents should establish the transaction that actually occurred.
Connect estate records to personal accounts
Show how the amount distributed was calculated and received, including any asset sale or deductions. Obtain translations where required and identify differences between names on estate and banking documents. Have counsel review what source history is necessary instead of assuming every estate produces identical paperwork.
Keep evidence of onward capital and fee payments after the distribution arrives. A will states an intention and is not evidence that anything was received. Connect the estate records to the investor's own accounts.
That generally means the will or the applicable succession documentation, the grant of probate or its local equivalent, the estate accounts showing assets, liabilities and the distribution, the executor's correspondence recording what was transferred and when, and the receiving bank or institutional record on the investor's side. Where the estate is being administered in another jurisdiction, allow for translation and for the different form the records take. Where the executor is a family member, their records may be informal, and it is worth asking for them early while the administration is fresh rather than after the estate has been wound up and the papers dispersed.