[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP Code] Subject: Transmittal of Last Will and Testament of Decedent — [Decedent's Name] Dear [Recipient's Name], I am writing to transmit the Last Will and Testament of [Decedent's Name], who sadly passed away on [Date of Death]. As the designated executor of the estate, it is my duty to ensure the proper distribution of assets and fulfillment of the decedent's wishes as outlined in their will. Attached to this letter, you will find a copy of the original Last Will and Testament document executed by [Decedent's Name]. It is important to note that this will represents the final expression of the decedent's intentions regarding the distribution of their estate. The will has been executed in accordance with the laws of Massachusetts, ensuring its legal validity. The following individuals and parties are named in the will: 1. Beneficiaries: The individuals who are designated to inherit specific assets, properties, or portions of the estate as designated by the decedent. They include [List beneficiaries' names and their relationship to the decedent]. 2. Executor: As the executor, I have been entrusted with the responsibility of administering the estate and fulfilling the decedent's wishes as stated in the will. 3. Guardian(s): If applicable, the will may also appoint guardians for minor children or dependents. Upon receiving this letter and the attached Last Will and Testament, I kindly request that you review the contents to ensure its authenticity. Should you have any concerns, questions, or require additional information, please do not hesitate to reach out to me at the contact details provided above. In accordance with Massachusetts state regulations, it is essential to initiate the probate process. This involves filing a petition for probate of the will and commencing the necessary legal proceedings. I will be following up shortly with further instructions and actions required for the probate process. Lastly, I would like to emphasize the importance of maintaining the confidentiality of the Last Will and Testament document, as it contains sensitive information about the decedent's estate and beneficiaries. Thank you for promptly attending to this matter. I greatly appreciate your cooperation and understanding during this difficult time. Yours sincerely, [Your Name]
Massachusetts Sample Letter transmitting Last Will and Testament of Decedent
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How to fill out Massachusetts Sample Letter Transmitting Last Will And Testament Of Decedent?
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FAQ
An estate must be worth over $25,000 to go to probate. If the estate is worth less than that and does not include any real property, then the estate goes through ?voluntary administration? which is a limited version of probate.
The general rule is that an estate has to be probated within 3 years of when the decedent died. However, this deadline doesn't apply to: A voluntary administration. Determining heirs.
Letters testamentary are documents that a probate court delivers to the executor of the deceased's estate to enforce the terms of the deceased person's will. A court can issue letters testamentary only to persons who are chosen as an executor in a will.
The following assets are exempt from probate in Massachusetts: Property jointly owned with right of survivorship. Property held in tenancy by the entirety. Accounts with transfer-on-death (TOD) or payable-on-death (POD) designations. Small estates (under $20,000) Certain life insurance policies. Certain retirement accounts.
The decedent must have left an estate that consists entirely of personal property valued at $25,000 or less (excluding the value of a car). 30 days or more have passed since the decedent's death. The petitioner must be an interested person, but doesn't need to be a resident of Massachusetts.
You can make your own will in Massachusetts, using Nolo's Quicken WillMaker & Trust. However, you may want to consult a lawyer in some situations. For example, if you think that your will might be contested or you have especially complicated goals, you should talk with an attorney.
Typically, you have to probate the decedent's estate if you need to: Find out if the decedent's will is valid. Change the title (ownership) of real estate or personal property, such as bank accounts, stocks, or bonds, that is only in the decedent's name without any right of survivorship. Pay the decedent's creditors.
A revocable living trust can be used to avoid probate. A trust holds legal title to property for the benefit of another person (?beneficiary?). The person who creates the trust (?the grantor?) chooses a manager (sometimes themselves), known as the trustee, to manage the assets in order to protect them.
