This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
The bank needs to be notified of the accountholder's passing as soon as possible, as any bank accounts of the deceased remain active until the bank is notified of the death. This typically entails providing the original Death Certificate for verification purposes and the Will, if one is available.
Request for documentation: The bank will request documentation such as a certified copy of the death certificate and legal documents indicating who has the authority to make decisions regarding the deceased assets.
Paws Into Grace San Diego / Riverside County: (619) 977-6698. Orange County: (949) 500-9610. Cremation Office: (760) 203-3284.
It's a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.
A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.
A letter of instruction is a document that lists all of your important financial account information in one place. This important estate planning document is intended to help your family members (or executors) if something happens to you.