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Sample and Form Letters
Sample Letter to Bank concerning Accounts of Decedent

Sample Letter To Close Trust Account For A Minor In Fairfax

Category:

Letters - Legal - Estates

State:

Multi-State

County:

Fairfax

Control #:

US-0034LTR

Format:

Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

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FAQ

A good letter of instruction should contain the following information: A complete list of all assets. The whereabouts of any tangible assets that are not readily accessible. Necessary information about all liquid assets, including bank, brokerage, retirement, and investment accounts.

Note: Virginia does not issue “letters testamentary”. A qualification certificate stamped with the seal of the Court is issued showing that an executor or administrator has been qualified, posted bond and has authority to act on behalf of the estate.

A beneficiary letter of instruction should include the names and contact information of your beneficiaries, as well as their relationship to you. It should also specify how you would like the assets in your bank account to be distributed and any other instructions or wishes you may have.

It's a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.

A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority. However, it can provide an easy-to-understand explanation of your overall estate plan to your executor and lay out your wishes to your family for things not covered by the will.

It's not a replacement for a will, and in fact it's not even a legal document. But it can be incorporated into the necessary legal documents as a guide and the key to making sure everything is accounted for and accessible to the family members left behind.

The will should be probated in the circuit court in the county or city where the decedent resided at the time of death. If the decedent had no known place of residence, the will should be probated where the decedent owned any real estate, or if none, where the decedent died or has any estate.

The probate of the will can usually wait until a week or so after the funeral. It is recommended that the initial steps in the estate process start within 30 days after death. If any questions exist, call your attorney or your local Circuit Court Clerk's Office.

The address of the Land Records Division is: Fairfax Circuit Court, 4110 Chain Bridge Road, Suite 317, Fairfax, VA 22030. The telephone number is 703/691-7320 (press 3, then 3). The office is open from a.m. – p.m. Monday through Friday.

Deeds recorded in Fairfax County are available through the Land Records Division of the County Circuit Court. They are located in Suite 317 of the Fairfax County Courthouse (4110 Chain Bridge Rd). For more information, call 703-691-7320, or visit their website.

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PLEASE READ BEFORE FILLING OUT ON-LINE FORMS. Adobe Reader XI is required to be able to save a filled out copy of your filing for your records.This manual is intended to assist persons who are involved in the administration of a decedent's estate in Virginia. In the conversation with your attorney, be sure to explain in detail your reasons for disinheriting an adult child. Fairfax Circuit Court's Electronic Filing System (EFS) offers customers the option to electronically record all land record documents. These forms may be filled out online and printed for filing. A copy of this form and a sample form is also included with this guide. 2. How to get a library card. Employee benefit trust accounts are not permitted to be commingled with personal trust accounts in a common trust fund. Following are the steps a landlord must take in the eviction process.

Sample Letter To Close Trust Account For A Minor In Fairfax

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FAQ

What is included in a letter of instruction?

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