This form is a sample letter in Word format covering the subject matter of the title of the form.
Dear [Bank Name], Subject: Accounts of Decedent — [Account Holder's Name] I am writing this letter on behalf of the estate of [Account Holder's Name], who recently passed away. As the personal representative of the estate, I am contacting you to inform you of the situation and request the necessary actions to be taken regarding the accounts held by the decedent at your bank. As per my understanding of the probate laws in Washington state, it is essential to provide the bank with all the required information and necessary documentation to address the financial affairs of the deceased individual. I kindly request your cooperation in handling this matter promptly and efficiently. To facilitate the settlement process, I have provided a list of the relevant accounts held by the decedent at your bank: 1. Checking Account — Account Number: [Account Number] This account was primarily used by the decedent for day-to-day transactions, bill payments, and receiving income from various sources. 2. Savings Account — Account Number: [Account Number] The savings account was utilized by the decedent to accumulate funds for future expenses and as an emergency reserve. 3. Certificate of Deposit (CD) — Account Number: [Account Number] [Account Holder's Name] also held a CD with your bank, which matured on [Maturity Date]. Please provide information on the current status of this account and any necessary steps to be taken in accordance with the estate settlement process. I kindly request you to freeze these accounts immediately to prevent any unauthorized transactions from occurring. Furthermore, please provide me with the necessary forms and instructions to address the closing or transferring of these accounts based on the estate's requirements. Additionally, if there are any other accounts connected to the decedent that I am unaware of, please inform me promptly. Enclosed with this letter are the documents required for the process: 1. Death Certificate of [Account Holder's Name] This document serves as official proof of the decedent's passing and is essential for initiating the estate settlement process. 2. Letters of Testamentary/Letters of Administration These legally authorized letters grant me the authority to act on behalf of the estate and manage all financial matters. 3. Copy of the Last Will and Testament (if applicable) Is the decedent left a will specifying instructions regarding their financial affairs, it is essential to provide a copy to ensure compliance. Kindly inform me of any additional documentation or steps required to proceed with the account settlement process in accordance with Washington's probate laws. I would appreciate your guidance and assistance throughout this procedure. In closing, I would like to express my sincere gratitude for your cooperation and prompt attention to this matter. Your support will greatly assist in ensuring a smooth transition of the decedent's finances and fulfilling our obligations as per the legal requirements. Please contact me at [Phone Number] or [Email Address] for any further clarifications or to arrange a meeting to discuss this matter further. I eagerly await your response. Thank you for your understanding and cooperation. Sincerely, [Your Name] [Your Address] [City, State, ZIP] [Phone Number] [Email Address]Dear [Bank Name], Subject: Accounts of Decedent — [Account Holder's Name] I am writing this letter on behalf of the estate of [Account Holder's Name], who recently passed away. As the personal representative of the estate, I am contacting you to inform you of the situation and request the necessary actions to be taken regarding the accounts held by the decedent at your bank. As per my understanding of the probate laws in Washington state, it is essential to provide the bank with all the required information and necessary documentation to address the financial affairs of the deceased individual. I kindly request your cooperation in handling this matter promptly and efficiently. To facilitate the settlement process, I have provided a list of the relevant accounts held by the decedent at your bank: 1. Checking Account — Account Number: [Account Number] This account was primarily used by the decedent for day-to-day transactions, bill payments, and receiving income from various sources. 2. Savings Account — Account Number: [Account Number] The savings account was utilized by the decedent to accumulate funds for future expenses and as an emergency reserve. 3. Certificate of Deposit (CD) — Account Number: [Account Number] [Account Holder's Name] also held a CD with your bank, which matured on [Maturity Date]. Please provide information on the current status of this account and any necessary steps to be taken in accordance with the estate settlement process. I kindly request you to freeze these accounts immediately to prevent any unauthorized transactions from occurring. Furthermore, please provide me with the necessary forms and instructions to address the closing or transferring of these accounts based on the estate's requirements. Additionally, if there are any other accounts connected to the decedent that I am unaware of, please inform me promptly. Enclosed with this letter are the documents required for the process: 1. Death Certificate of [Account Holder's Name] This document serves as official proof of the decedent's passing and is essential for initiating the estate settlement process. 2. Letters of Testamentary/Letters of Administration These legally authorized letters grant me the authority to act on behalf of the estate and manage all financial matters. 3. Copy of the Last Will and Testament (if applicable) Is the decedent left a will specifying instructions regarding their financial affairs, it is essential to provide a copy to ensure compliance. Kindly inform me of any additional documentation or steps required to proceed with the account settlement process in accordance with Washington's probate laws. I would appreciate your guidance and assistance throughout this procedure. In closing, I would like to express my sincere gratitude for your cooperation and prompt attention to this matter. Your support will greatly assist in ensuring a smooth transition of the decedent's finances and fulfilling our obligations as per the legal requirements. Please contact me at [Phone Number] or [Email Address] for any further clarifications or to arrange a meeting to discuss this matter further. I eagerly await your response. Thank you for your understanding and cooperation. Sincerely, [Your Name] [Your Address] [City, State, ZIP] [Phone Number] [Email Address]
