I need a sample letter to request a formal accounting of an estate and of a trust that I am very confident the trustee. The PDF version of these forms are FILLABLE.They can be filled out electronically, then printed. INSTRUCTIONS: Fill out this Declaration completely and provide accurate information. Make at least one copy. Learn how to write an inheritance sample letter to beneficiary with distribution details. Discover templates, examples, and a step-by-step guide. This Agreement covers your rights and responsibilities concerning your accounts and the rights and responsibilities of the Credit Union providing this. A release provides protection to the trustee in a scenario where the beneficiary later decides to sue the trustee.