Estate Trustee's Letter to Financial Institution Requesting Funds Transfer Without Probate - Word & PDF Template Form Pro · EN-CA-law

PRIVILEGED AND CONFIDENTIAL
WITHOUT PREJUDICE

________
Barristers & Solicitors
________
Tel: ________  |  Email: ________
File No.: ________

________

DELIVERED BY: ________

________
Attention: ________, Estate Settlement Department
________

Dear ________:

Re:  Estate of ________, late of ________ (the “Deceased”)
      Date of Death: ________
      Account(s)/Asset(s) held with your institution

§ 1.  Retainer. We are the solicitors for ________ (the “Estate Trustee”), who is the estate trustee named under the Last Will and Testament of the Deceased dated ________ (the “Will”), and who is authorized to administer the estate of the Deceased (the “Estate”).

§ 2.  Assets Held. We are advised that your institution holds, at the branch located at ________ or at one or more of your branches, assets of the Deceased, including without limitation the account(s) and/or instrument(s) bearing the following particulars: ________ (collectively, the “Assets”).

Lorem ipsum dolor sit amet consectetur adipiscing elit sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat duis aute irure dolor in reprehenderit voluptate velit esse cillum dolore eu fugiat nulla pariatur lorem ipsum dolor sit amet consectetur adipiscing elit sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam quis nostrud exercitation.

§ 4.  Enclosures. In support of this request, we enclose the following:

1. a certified copy of the Will of the Deceased;
2. a copy of the Funeral Director’s Statement of Death and/or the provincial death certificate for the Deceased;
3. a copy of valid government-issued identification of the Estate Trustee; and
4. such further documentation as is itemized at ________.

§ 5.  Indemnity. We confirm that the Estate Trustee is prepared, if required by your institution, to execute your standard form of declaration, release and indemnity in favour of your institution as a condition of releasing the Assets without a Certificate of Appointment. Kindly forward any such documentation to the undersigned for review and execution.

§ 6.  Authority and Privacy. The Estate Trustee, as the duly appointed personal representative of the Deceased, hereby consents to your institution disclosing to the undersigned all information respecting the Assets. The undersigned is authorized to make this request and to receive such information on behalf of the Estate Trustee.

Lorem ipsum dolor sit amet consectetur adipiscing elit sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat duis aute irure dolor in reprehenderit voluptate velit esse cillum dolore eu fugiat nulla pariatur lorem ipsum dolor sit amet consectetur.

§ 8.  Response Requested. We would appreciate hearing from you in writing on or before ________.

We thank you for your attention to this matter and look forward to your prompt reply.

Yours truly,

________

_______________________

________
________
Direct Tel: ________
Address: ________

Encl.

cc: ________, Estate Trustee