This form is a sample letter in Word format covering the subject matter of the title of the form.
Subject: Cook County, Illinois Sample Letter to Bank Concerning Accounts of Decedent Dear [Bank Name], Re: Account(s) of Decedent — Deceased Individual's Name: [Full Name] Account Number(s): [Account Numbers] I hope this letter finds you well. I am writing as the authorized representative of the estate of the late [Deceased Individual's Name], who passed away on [Date of Death]. As per my responsibilities, I am currently in the process of settling the affairs of the estate. I understand that [Deceased Individual's Name] held account(s) with your esteemed institution. In order to ensure a smooth administration process, I kindly request your assistance in providing information and necessary guidance pertaining to these accounts. Being the legal representative, it is essential for me to gain complete understanding of the financial status of the decedent, enabling the estate to fulfill its obligations accordingly. I kindly request the following information regarding the account(s) of the decedent, held at your bank: 1. Account Balances and Transaction History: Please provide a detailed statement of account for each respective account, including current balances, all relevant transactions, interest accrued, and any applicable fees or charges since the date of death. 2. Account Closure Procedure: Kindly outline the necessary steps and documentation required to close the account(s) held by the decedent. This information will aid in expediting the probate and estate administration process. 3. Outstanding Liabilities or Obligations: Please inform me if there are any outstanding debts, loans, or other financial obligations related to the deceased individual. Additionally, if there are any creditor claims against the estate, kindly provide me with the relevant details. 4. Safe Deposit Boxes or Other Assets: If the decedent owned a safe deposit box, kindly provide the necessary information regarding its content retrieval process to ensure proper inventory and distribution. Additionally, please inform me if there are any other assets held with your institution that require attention. 5. Required Documentation: Please advise me on the documentation and legal procedures necessary to fulfill the bank's requirements regarding the account(s) of the decedent. This could include providing a certified copy of the death certificate, letters testamentary, or any other relevant legal documents. Lastly, I kindly request prompt assistance and cooperation in this matter. Should you require any additional information or documentation, please do not hesitate to contact me at [Phone Number] or [Email Address]. I am available to provide any necessary further details. I appreciate your prompt attention to this matter and am grateful for your cooperation in facilitating the settlement of the decedent's estate. Your assistance during this difficult time is genuinely appreciated. Thank you for your attention to this matter. Yours sincerely, [Your Name] [Your Title/Relationship to Decedent] [Contact Information: Phone Number, Email Address]Subject: Cook County, Illinois Sample Letter to Bank Concerning Accounts of Decedent Dear [Bank Name], Re: Account(s) of Decedent — Deceased Individual's Name: [Full Name] Account Number(s): [Account Numbers] I hope this letter finds you well. I am writing as the authorized representative of the estate of the late [Deceased Individual's Name], who passed away on [Date of Death]. As per my responsibilities, I am currently in the process of settling the affairs of the estate. I understand that [Deceased Individual's Name] held account(s) with your esteemed institution. In order to ensure a smooth administration process, I kindly request your assistance in providing information and necessary guidance pertaining to these accounts. Being the legal representative, it is essential for me to gain complete understanding of the financial status of the decedent, enabling the estate to fulfill its obligations accordingly. I kindly request the following information regarding the account(s) of the decedent, held at your bank: 1. Account Balances and Transaction History: Please provide a detailed statement of account for each respective account, including current balances, all relevant transactions, interest accrued, and any applicable fees or charges since the date of death. 2. Account Closure Procedure: Kindly outline the necessary steps and documentation required to close the account(s) held by the decedent. This information will aid in expediting the probate and estate administration process. 3. Outstanding Liabilities or Obligations: Please inform me if there are any outstanding debts, loans, or other financial obligations related to the deceased individual. Additionally, if there are any creditor claims against the estate, kindly provide me with the relevant details. 4. Safe Deposit Boxes or Other Assets: If the decedent owned a safe deposit box, kindly provide the necessary information regarding its content retrieval process to ensure proper inventory and distribution. Additionally, please inform me if there are any other assets held with your institution that require attention. 5. Required Documentation: Please advise me on the documentation and legal procedures necessary to fulfill the bank's requirements regarding the account(s) of the decedent. This could include providing a certified copy of the death certificate, letters testamentary, or any other relevant legal documents. Lastly, I kindly request prompt assistance and cooperation in this matter. Should you require any additional information or documentation, please do not hesitate to contact me at [Phone Number] or [Email Address]. I am available to provide any necessary further details. I appreciate your prompt attention to this matter and am grateful for your cooperation in facilitating the settlement of the decedent's estate. Your assistance during this difficult time is genuinely appreciated. Thank you for your attention to this matter. Yours sincerely, [Your Name] [Your Title/Relationship to Decedent] [Contact Information: Phone Number, Email Address]
