This form anticipates that a decedent left a will directing that all assets in a certain investment account be transferred to a trust. This form is a sample request to the investment firm from the trustee/executor for the assets.
Subject: Middlesex Massachusetts Letter of Instruction to Investment Firm Regarding Account of Decedent from Executor/Trustee for Transfer of Assets in Account to Trustee of Trust for the Benefit of Decedent Dear [Investment Firm's Name], I hope this letter finds you well. I am writing to provide detailed instructions on behalf of the [Executor/Trustee's Name], acting in their capacity as the executor/trustee of the [Decedent's Name] estate, regarding the transfer of assets from the account of the decedent to the trustee of the trust established for the benefit of the decedent's beneficiaries. As the representative of the [Decedent's Name] estate, it is crucial to ensure a seamless transfer of assets. Therefore, we kindly request your utmost attention and adherence to the following instructions: 1. Account Information: — Account holder's full name— - Account number: — Account type: - Current balance: 2. Trustee Information: — Trustee's full name— - Trustee's address: — Trustee's contact number: 3. Asset Transfer: — Transfer all assets held in the account to the trustee account of the [Decedent's Name] trust. — Please perform the transfer in one transaction to avoid any unnecessary delays. — Ensure that the assets are correctly assigned and allocated according to the trust's terms. — Provide a breakdown of the transferred assets, including their respective values and any associated taxes or fees. 4. Required Documentation: — Please forward the necessary forms or documentation required by the investment firm to execute the asset transfer. — If there are any additional legal or administrative documents needed from our end, kindly specify them in your response. 5. Confirmation: — Once the transfer is complete, please send an official confirmation statement to the address listed below. — Confirmation should include the date of the transfer, a detailed inventory of transferred assets, their respective values, and any tax implications if applicable. Mailing Address: [Executor/Trustee's Name] [Executor/Trustee's Address] [City, State, ZIP] We understand the importance of complying with legal requirements and maintaining the highest level of professionalism. Should you require any further information, please contact the undersigned at [Executor/Trustee's Phone Number] or via email at [Executor/Trustee's Email Address]. Your prompt attention to this matter is greatly appreciated. Thank you for your cooperation in facilitating a smooth transfer of assets for the benefit of the [Decedent's Name] trust's beneficiaries. Sincerely, [Executor/Trustee's Name] [Executor/Trustee's Title] [Executor/Trustee's Contact Information]Subject: Middlesex Massachusetts Letter of Instruction to Investment Firm Regarding Account of Decedent from Executor/Trustee for Transfer of Assets in Account to Trustee of Trust for the Benefit of Decedent Dear [Investment Firm's Name], I hope this letter finds you well. I am writing to provide detailed instructions on behalf of the [Executor/Trustee's Name], acting in their capacity as the executor/trustee of the [Decedent's Name] estate, regarding the transfer of assets from the account of the decedent to the trustee of the trust established for the benefit of the decedent's beneficiaries. As the representative of the [Decedent's Name] estate, it is crucial to ensure a seamless transfer of assets. Therefore, we kindly request your utmost attention and adherence to the following instructions: 1. Account Information: — Account holder's full name— - Account number: — Account type: - Current balance: 2. Trustee Information: — Trustee's full name— - Trustee's address: — Trustee's contact number: 3. Asset Transfer: — Transfer all assets held in the account to the trustee account of the [Decedent's Name] trust. — Please perform the transfer in one transaction to avoid any unnecessary delays. — Ensure that the assets are correctly assigned and allocated according to the trust's terms. — Provide a breakdown of the transferred assets, including their respective values and any associated taxes or fees. 4. Required Documentation: — Please forward the necessary forms or documentation required by the investment firm to execute the asset transfer. — If there are any additional legal or administrative documents needed from our end, kindly specify them in your response. 5. Confirmation: — Once the transfer is complete, please send an official confirmation statement to the address listed below. — Confirmation should include the date of the transfer, a detailed inventory of transferred assets, their respective values, and any tax implications if applicable. Mailing Address: [Executor/Trustee's Name] [Executor/Trustee's Address] [City, State, ZIP] We understand the importance of complying with legal requirements and maintaining the highest level of professionalism. Should you require any further information, please contact the undersigned at [Executor/Trustee's Phone Number] or via email at [Executor/Trustee's Email Address]. Your prompt attention to this matter is greatly appreciated. Thank you for your cooperation in facilitating a smooth transfer of assets for the benefit of the [Decedent's Name] trust's beneficiaries. Sincerely, [Executor/Trustee's Name] [Executor/Trustee's Title] [Executor/Trustee's Contact Information]
