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Estate Trustee's Letter to Financial Institution Requesting Funds Transfer Without Probate

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Enter the name of the financial institution (bank) that holds an account from which the estate trustee is requesting a transfer.

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Dear ________,


Re:
Estate of ________, Date of Death: ________


Please be advised that we act for the estate trustee, ________ in connection with the above-noted estate.

We understand that ________ holds assets of ________ at your branch or one of your branches.

Kindly advise whether you are amenable to transferring such assets into an estate account and then to the beneficiary of the estate without the need to probate the will (also known as grant of probate, certificate of appointment of estate trustee or letters probate).

Enclosed herewith is a copy of the death certificate and the Last Will and Testament of ________.

55522 225 225 2255 5888825282 82 2588 252225.

82558 8252 25582,





_______________________

________

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________
________
________


________


________
________
________


Dear ________,


Re:
Estate of ________, Date of Death: ________


Please be advised that we act for the estate trustee, ________ in connection with the above-noted estate.

We understand that ________ holds assets of ________ at your branch or one of your branches.

Kindly advise whether you are amenable to transferring such assets into an estate account and then to the beneficiary of the estate without the need to probate the will (also known as grant of probate, certificate of appointment of estate trustee or letters probate).

Enclosed herewith is a copy of the death certificate and the Last Will and Testament of ________.

55522 225 225 2255 5888825282 82 2588 252225.

82558 8252 25582,





_______________________

________