Letter Of Instruction To Bank With A Trust In California

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0034LTR
• Format: Word; Rich Text

Description

The Letter of Instruction to Bank with a Trust in California serves as a formal request from an Administrator to a bank for information related to the assets of a decedent's estate. This model letter should be customized with specific details pertaining to the estate, including the decedent's name, date of death, and the accounts in question. Key features of the letter include a request for a list of all bank accounts, certificates of deposit, promissory notes, and any safe deposit boxes held by the decedent. Furthermore, the form asks for details regarding account openings and closings, as well as estimated costs for obtaining copies of the requested statements. For attorneys, partners, owners, associates, paralegals, and legal assistants, this form is crucial for facilitating the estate settlement process by clearly outlining the necessary information needed from the bank. Filling and editing instructions recommend ensuring that the letter is tailored to reflect the specific circumstances of the estate involved. This form is particularly useful in cases of intestate succession where assets must be identified and valued accurately to proceed with estate administration.