This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Vermont Sample Letter to Bank Concerning Accounts of Decedent Dear [Bank's Name], I hope this letter finds you well. I am writing to you on behalf of the estate of [Decedent's Name], who unfortunately passed away on [Date of Death]. As the personal representative of the estate, I am responsible for managing and settling the financial affairs of the deceased. I am contacting you today to request guidance and assistance in regard to the various accounts held by the decedent at your esteemed institution. I kindly request your cooperation in providing the necessary information and documentation to facilitate the proper administration of the estate. In order to proceed with the estate administration, I kindly ask that you provide me with the following information regarding the accounts held by the decedent: 1. Account Details: — AccounHoldenNmadamam— - Account numbers — Account types (savings, checking, investments, etc.) — Account balances as of the date of death 2. Account Access: — Procedures or requirements to access the accounts — Forms or documents that need to be completed — Identification or verification process for the personal representative 3. Account Restrictions: — Any limitations, restrictions, or holds placed on the accounts — Any specific instructions or restrictions mentioned in the decedent's will or any other legally binding document 4. Required Documents: — A copy of the death certificate of the decedent — A certified copy of the letters testamentary or letters of administration, confirming my appointment as the personal representative — Any additional documents required by the bank to verify the authority of the personal representative I understand that financial institutions must comply with specific protocols and procedures in handling accounts of deceased individuals. Please be assured that I am committed to adhering to all legal and regulatory requirements throughout this process. I would greatly appreciate your guidance regarding any specific forms, additional documents, or procedures that your bank may require. Additionally, if there are any actions that need to be taken to freeze or secure the accounts until the estate administration is complete, please let me know so that I can promptly address this matter. I am hopeful that we can work together efficiently to navigate through the necessary steps to settle the decedent's accounts. I appreciate your attention to this matter and your timely response would be deeply appreciated. If you have any questions or require further information, please do not hesitate to contact me at [Your Contact Information]. Thank you for your understanding and cooperation in this matter. Yours sincerely, [Your Name] [Your Title/Designation] [Your Contact Information]
