Edit, sign, and share sample letter to close trust account online. No need to install software, just go to DocHub, and sign up instantly and for free.The trustee can terminate a living trust in just a few months. Here's what is involved of the process. To compel a trust accounting, you must have an interest in the Trust, serve a demand letter, and file a petition with the Surrogate's Court. If you are opening a Schwab One Trust account and a Schwab Bank Investor. Checking Trust account, please complete this entire form. I need a sample letter to request a formal accounting of an estate and of a trust that I am very confident the trustee. In this guide, we'll discuss the process of creating a Trust-Based Estate Plan and how to transfer bank accounts to your Trust. Below is a sample letter of wishes that can be sent to the trustees or to the administrators of your trust.