This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter Of Instruction To Bank After Death With Trust In Cook
Category:
State:
Multi-State
County:
Cook
Control #:
US-0034LTR
Format:
Word;
Rich Text
Instant download
Description
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FAQ
Bank Accounts Held in Trust After your death, when the person you chose to be your successor trustee takes over, the funds will be transferred to the beneficiary you named in your trust document. No probate will be necessary. To transfer the account to your trust, tell the bank what you want to do.
Also known as a letter of intent, a letter of instruction is specifically designed to express the deceased's final wishes—everything from how the estate plan should be carried out to the location of important documents and guidance for loved ones.
Basic Contents of a Letter of Instruction Firstly, it contains personal information, such as the executor's names and contact details. Secondly, it goes into specifics about the deceased's assets, delineating bank accounts, safety deposit boxes, and real estate properties, among other assets.