Fill and Sign the My Firm Has Been Retained by Administrator of the Estate of Form

Instruction: This is a model letter. Adapt to fit your facts and circumstances. 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 , 20 , 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, certifi cates of deposit, promissory notes or other legal obligations that the decedent had or was listed on at your institution during the period of , 20 , through , 20 . 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 t he 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: