This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter Of Instruction To Bank After Death With Trust In Phoenix
Category:
State:
Multi-State
City:
Phoenix
Control #:
US-0034LTR
Format:
Word;
Rich Text
Instant download
Description
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FAQ
A letter of instruction (also known as a letter of intent) is an informal supplement to an estate plan which provides your Successor Trustee/Executor with detailed information concerning your wishes after you die.
When notifying a bank or building society, make sure you have the following information to hand: Your loved one's full name, date of birth and last address. A copy of their death certificate. Bank account details (e.g. account number and sort code) if you have them.
Bank Accounts Held in Trust After your death, when the person you chose to be your successor trustee takes over, the funds will be transferred to the beneficiary you named in your trust document. No probate will be necessary. To transfer the account to your trust, tell the bank what you want to do.