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Fill and Sign the Decedent 497332475 Form

Fill and Sign the Decedent 497332475 Form

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Instruction: This is a model letter. Adapt to fit your facts and circumstances. D A T E N A M E C O M P A N Y A D D R E S S L I N E C I T Y , S T A T E Z I P C O D E Re: The Estate of       Dear Sirs: My firm has been retained by       , Administrator of the Estate of       , to determine the assets and liabilities of the decedent's estate.       died intestate on       , and subsequently       was appointed Administrator. A copy of the Letters of Administration is attached. Please provide me with a list of all bank account statements, certificates of deposit, promissory notes or other legal obligations that the decedent had or was listed on at your institution during the period of       , through       . Additionally, if the decedent had a safe deposit box located at one of your branches, please note that as well. The Administrator has reason to believe that the decedent had a least the following accounts at       : ACCOUNT NUMBER TYPE                                     If possible I would like to know the date each account was opened/closed and the approximate cost of obtaining copies of all statements, etc. If you should have any questions, please contact me at the phone number above. Your assistance with this matter is greatly appreciated. Sincerely,       BY:             /       Attachments cc:       bcc:      

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