Template letter to bank/building soc.
BANK NAME
BANK ADDRESS
YOUR NAME
YOUR ADDRESS
DATE
Dear Sir/Madam
Re: The estate of (NAME OF DECEASED)
Account Number: (ACCOUNT NUMBER(s))
I am the Executor of the above named deceased, who died on (DATE). Please find enclosed the death certificate for you to note and return together with a copy of the Will detailing me as an Executor.
In resp-ect of the above account(s) would you please take the following actions:
- Freeze the account(s)
- Advise me of the balance(s) at the date of deathand, if applicable, provide a seperate note of net interest accrued but unpaid as at the date of death.
- If applicable, provide me with a copy of any direct debit and standing order instructions, and confirm to me in writing that these have been cancelled as at the date of death.
- Advise me whether the deceased holds any other accounts with you and, if so, provide me with the above information for these accounts.
- Confirm whether you hold any items in your safe-keeping facility and advise me how I can gain access to them.
- Forward to me any documentation which needs to be completed to enable me to close the account once I have a Grant of Probate in the Estate.
- Direct all future corrispondence relating to this account, and any other accounts the deceased held with you, to me at the above address.
Yours Sincerely
