Institution guides

Notifying Irish institutions after a death: 25 complete guides

Every Irish institution that typically requires notification after a death, grouped by category. For each one: the bereavement contact, the documents required, the typical response time, and whether a Grant of Probate is strictly needed. 25 guides total, written for personal applicants.

Updated 2026-04-17.

Every Irish estate involves writing to institutions: banks, utilities, pension providers, government bodies, insurance companies, share registrars. Each institution has its own bereavement process, its own threshold for releasing funds without a Grant, and its own expectation for response times.

This page is an index of every institution commonly involved in Irish probate. For each one, there is a dedicated guide covering the bereavement contact, the documents required, the typical response time, and the key practical points. The 25 guides are produced from the same data that drives the 25 pre-filled institution letters in the Preparation Pack and Complete Bundle.

How to use this index

If you are preparing to notify institutions, open each relevant guide and work through the document checklist. If you are working from the Preparation Pack, your personalised letters will already reference the correct bereavement address and account identifier for each one.

Small estates rule: each institution applies its own threshold. Under the general rule, balances below €25,000 can often be released without a Grant, at the institution's discretion. The threshold varies: Bank of Ireland uses €35,000, Permanent TSB uses €30,000, credit unions differ by branch. The individual institution guide sets out the specific figure.

Banks and building societies (7)

Government bodies (7)

Pensions and insurance (4)

Property and shares (2)

Utilities and services (5)

What is in each guide

Each of the 25 institution guides is a standalone page that covers:

  • The bereavement contact (phone, email, postal address)
  • The typical response time from notification to release
  • The documents they require (death certificate, Grant, ID, etc.)
  • Whether they apply a small-estates threshold
  • Practical issues that commonly slow the process, and how to avoid them
  • Links to the institution's own published bereavement guidance

The guides stay up to date as institutions change procedures. The last round of verification covered AIB, Bank of Ireland, Permanent TSB, and Irish Life directly against their published bereavement pages in April 2026. The remaining 21 are scheduled for rolling spot-checks.

What to do next

Everything you need to complete a personal probate application yourself. Pre-filled SA2 form, 25 personalised notification letters, probate affidavit, asset tracker, appointment briefing, post-Grant administration guide, estate accounts template, and 6 months of milestone email reminders.

See the three packs