This form is a sample letter in Word format covering the subject matter of the title of the form.
Sample Letter to Bank concerning Accounts of Decedent in Wisconsin [Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Bank Name] [Bank Address] [City, State, ZIP Code] Subject: Accounts of Decedent — Request for Information Dear [Bank Name], I am writing to inform you about the passing of a loved one who was a client at your esteemed financial institution. I am the representative of the estate of the deceased, and I would appreciate your assistance in settling their accounts. Please find the details regarding the decedent and their accounts below: Decedent's Full Name: [Full Name] Date of Birth: [Date of Birth] Date of Death: [Date of Death] Bank Account(s) Held by the Decedent: [Account Number(s)] Type(s) of Account(s): [Type(s) of Account(s)] Account Holder's Information: [Contact Information of Decedent] In accordance with the laws and regulations of Wisconsin, I kindly request your bank's cooperation in providing me with the necessary information and assistance to facilitate the settlement process of the decedent's accounts. This request includes the following: 1. Provision of Account Balances: Kindly provide me with the current balances of the decedent's accounts as of the date of death to determine the value of assets within the estate. 2. Deactivation of Accounts: Please deactivate all accounts held by the decedent to prevent any unauthorized access and secure the funds until proper distribution can be arranged. 3. Information Regarding Joint Accounts: If any of the mentioned accounts are joint accounts, please provide guidance on the appropriate next steps, as the disposition of these accounts may differ. 4. Documentation Requirements: Please inform me of any documents or forms necessary to initiate the settlement process or to transfer the funds to the estate of the decedent. 5. Communication: Kindly provide a designated point of contact at your bank whom I may liaise with for any further information or documentation required. I understand that certain legal procedures may be necessary to process these account matters, and I am prepared to provide any relevant documentation or complete any required forms promptly. Please let me know if there are any additional steps or procedures specific to your bank's policies that must be followed. I greatly appreciate all your support and cooperation in this matter, as it will aid the efficient administration of the estate. If you have any questions or require further information, please do not hesitate to contact me at the details provided above. Thank you for your attention, and I look forward to working with you to ensure a smooth settlement process. Sincerely, [Your Name]
