Dear [Executor's Name], RE: Estate of [Deceased's Name] Date of Death: [Date] I hope this letter finds you well. As the executor of the estate of [Deceased's Name], it is my duty to inform you that the process of closing the estate is now underway. I would like to provide you with a detailed breakdown of the assets and expenses associated with the estate, as required by the Contra Costa California probate laws. 1. Inventory of Assets: a. Real Estate: — [Property 1]: Located at [Address], with an estimated value of [Value]. — [Property 2]: Located at [Address], with an estimated value of [Value]. — ... b. Financial Assets— - Bank Accounts: [List of bank accounts and their respective balances]. — Investment Accounts: [List of investment accounts and their respective values]. — Retirement Accounts: [List of retirement accounts and their respective values]. 2. Debts and Liabilities: a. Outstanding Mortgage: — [Property 1]: Remaining mortgage balance of [Amount]. — [Property 2]: Remaining mortgage balance of [Amount]. — ... b. Credit Cards and Loans— - [List of credit card accounts and loan balances]. c. Other Debts: — [List any outstanding debts, such as medical bills or personal loans]. 3. Funeral and Administrative Expenses: a. Funeral Expenses: [Total amount spent on funeral arrangements]. b. Legal Fees: [Total amount spent on legal services during the probate process]. c. Executor Fees: [Total amount eligible for executor compensation]. d. Probate Costs: [Total amount paid for court fees and other related expenses]. e. Tax Payments: [Total amount paid for any outstanding taxes]. Please note that the aforementioned breakdown is not exhaustive but rather provides a comprehensive overview of the estate's assets and expenses. The information provided serves as a starting point for the closing process and will assist in ensuring a smooth resolution. Should you have any questions or require further information, please do not hesitate to reach out to me. I am here to assist and guide you throughout this process. Thank you for your attention to this matter, and I appreciate your cooperation in bringing the estate closure to fruition. Sincerely, [Your Name] [Your Title/Role] [Your Contact Information]
Contra Costa California Sample Letter for Closing of Estate with Breakdown of Assets and Expenses
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