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 For Funeral In Washington
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Multi-State
Control #:
US-0034LTR
Format:
Word;
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FAQ
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.
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 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.
You need to make sure you give your funeral instructions to someone who can locate it immediately. One good way to leave your funeral instructions is to draft a simple letter of last instructions or wishes. You can give a copy to several people, including your executor, close friends and immediate family.
Estate Plan Letter of Instruction. Dear ______________ (Executor, Agent, Trustee, Loved One, Etc.) I am writing this letter to provide you with important information you will need to know in the event of my incapacity or death. Please refer to this letter for assistance as you deal with my affairs.
The bank is likely to ask for two forms of your identification (usually a passport or driver's licence, or a proof of address with a utility bill) and a copy of the will. If there's no will, the bank could ask for evidence of your relationship to the deceased. You'll also need the death certificate.
7 elements to include in your letter of last instruction Contact information. Legal form, document, and property locations. Personal and financial passwords. Beneficiary information. Guidance for pets. Funeral or memorial service wishes. Legal and financial information and wishes.
Your valid ID, such as a state-issued driver's license or ID card, U.S. passport, or military ID. Proof of death, such as certified copies of the death certificate. Documentation about the account and its owner, including the deceased's full legal name, Social Security number, and the bank account number.
If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. Present either of these letters to the bank along with the death certificate to close the account.