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

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Enter whether this letter is being sent by a representative of the estate, such as a lawyer or accountant, or by the estate trustee named in the will. If the person named in the will has not hired a representative, select "Estate Trustee Named in the Will". This means that the estate trustee will be sending the letter to the bank, and not a representative.

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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,





_______________________

________

Preview your document

________
________
________


________


________
________
________


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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