This form is a sample letter in Word format covering the subject matter of the title of the form.
[Your Name] [Your Address] [City, State, ZIP Code] [Date] [Bank Name] [Bank Address] [City, State, ZIP Code] Subject: Account Information — Estate of [Decedent's Name] Dear [Bank Representative's Name], I am writing to inform you about the demise of [Decedent's Name], and to seek guidance regarding the necessary procedures to handle their accounts with [Bank Name]. The deceased was a resident of Oakland, Michigan, and I have been appointed as the Executor/Personal Representative of their estate. Please find enclosed a copy of the death certificate and the Letter of Appointment issued by the Oakland County Probate Court, verifying my authority to act on behalf of the estate. As the designated Executor, my primary responsibilities include the settlement of the decedent's financial affairs, including the management and distribution of their assets. In order to carry out these duties effectively, I kindly request your assistance in providing the following information: 1. List of Accounts: Please provide a comprehensive list of all the accounts held by the decedent with your bank. This includes checking, savings, certificates of deposit (CDs), individual retirement accounts (IRAs), or any other types of accounts they may have had. 2. Account Balances: Kindly provide the current balance and any interest accrued on each account up until the date of death. 3. Joint Accounts: If there are any jointly held accounts, please provide details of the co-owners and their respective ownership percentages. 4. Safe Deposit Box: If the decedent had a safe deposit box with your bank, please provide instructions on accessing its contents and any necessary documentation required. 5. Limitations on Accounts: Please advise if any of the accounts have specific limitations or restrictions that might affect their access or distribution. 6. Procedure for Account Closure: Kindly outline the necessary steps to close or transfer the funds from the decedent's account. 7. Further Documentation: If there are any additional forms, documents, or certifications required for the settlement process, please inform me accordingly. I appreciate your prompt attention to this matter as it will enable the timely administration of the estate. Should you have any questions or require further information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Thank you for your cooperation and assistance in guiding me through the necessary procedures to handle the accounts of the decedent. I look forward to your prompt response. Sincerely, [Your Name] [Executor / Personal Representative of the Estate] [Contact Information: Phone number, Email address][Your Name] [Your Address] [City, State, ZIP Code] [Date] [Bank Name] [Bank Address] [City, State, ZIP Code] Subject: Account Information — Estate of [Decedent's Name] Dear [Bank Representative's Name], I am writing to inform you about the demise of [Decedent's Name], and to seek guidance regarding the necessary procedures to handle their accounts with [Bank Name]. The deceased was a resident of Oakland, Michigan, and I have been appointed as the Executor/Personal Representative of their estate. Please find enclosed a copy of the death certificate and the Letter of Appointment issued by the Oakland County Probate Court, verifying my authority to act on behalf of the estate. As the designated Executor, my primary responsibilities include the settlement of the decedent's financial affairs, including the management and distribution of their assets. In order to carry out these duties effectively, I kindly request your assistance in providing the following information: 1. List of Accounts: Please provide a comprehensive list of all the accounts held by the decedent with your bank. This includes checking, savings, certificates of deposit (CDs), individual retirement accounts (IRAs), or any other types of accounts they may have had. 2. Account Balances: Kindly provide the current balance and any interest accrued on each account up until the date of death. 3. Joint Accounts: If there are any jointly held accounts, please provide details of the co-owners and their respective ownership percentages. 4. Safe Deposit Box: If the decedent had a safe deposit box with your bank, please provide instructions on accessing its contents and any necessary documentation required. 5. Limitations on Accounts: Please advise if any of the accounts have specific limitations or restrictions that might affect their access or distribution. 6. Procedure for Account Closure: Kindly outline the necessary steps to close or transfer the funds from the decedent's account. 7. Further Documentation: If there are any additional forms, documents, or certifications required for the settlement process, please inform me accordingly. I appreciate your prompt attention to this matter as it will enable the timely administration of the estate. Should you have any questions or require further information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address]. Thank you for your cooperation and assistance in guiding me through the necessary procedures to handle the accounts of the decedent. I look forward to your prompt response. Sincerely, [Your Name] [Executor / Personal Representative of the Estate] [Contact Information: Phone number, Email address]
