You must do the following: 1. Complete the Closing Statement: See the form called Instructions: How to fill out the Closing Statement.Closing the Estate of the Person who Died. You may use the forms on this page if the following factors apply to your situation. Learn how to write an inheritance sample letter to beneficiary with distribution details. Discover templates, examples, and a step-by-step guide. I need a sample letter to request a formal accounting of an estate and of a trust that I am very confident the trustee. A release provides protection to the trustee in a scenario where the beneficiary later decides to sue the trustee.