Need to write an attorney closing letter to clients? The seller should advise its bank of the projected closing date and request a payoff letter.11th JD - Queens Surrogate's Court Local Forms. Note: PDF reader is needed to open these forms (Adobe, Foxit, etc.). The Charities Bureau of the New York State Attorney General's Office (OAG) presents this guidance to assist fiduciaries of estates and trusts with charitable. In this article, we will cover the importance of sending a closing letter, what your firm should include in each letter, and a written example for reference. Learn everything there is to know when it comes to opening and withdrawing from an estate account in NYC. We go over when you can and cannot take out money. The PDF version of these forms are FILLABLE. They can be filled out electronically, then printed.