Account (s) Identification and Collection, by Executor

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Account (s) Identification and Collection, by Executor

Subject: Estate of _______________________________, (“Decedent”) with AKA’s also of _____________________________________________.

Official Date of Death: _________________.

Social Security Number:

Dear Account Representative:

I am the executor for the above estate. It is my understanding that the Decedent owned one or more accounts with your institution. Attached is a certified copy of the Letters of Appointment for your records. The account numbers that I am aware of are:

______________________________________________________________________.

Please check your records and include information about any other accounts that I may not have indicated, and please use your best efforts. If you believe another member of your organization is more qualified to undertake this task, please pass this correspondence on to him or her and advise me of it by email, fax, or phone.

Please also send us a list of all account representatives or other parties the Decedent may have dealt with at your institution, from time to time, so we can complete our investigation. We would also appreciate any suggestions you, or any members of your firm may have, about out financial institutions or brokers or similar parties the Decedent might have dealt with that you or they be aware of. Any contact information regarding those people would also be much appreciated.

Please also confirm the balance in each of the Decedent's accounts as of the date of death, plus any interest that had accrued but had not yet been credited to the account. Please separately state the actual date of death balances and the accrued but unpaid interest. Finally, please also confirm the account number of each account and whether there were other joint owners of the accounts.

As you know, your firm has fiduciary duties in this matter, as do I. Please follow the requirements of your fiduciary duties as I am trying to follow mine. Time is of the essence in this matter due to our requirements to comply with various state and federal rules and regulations. Please act accordingly.

A stamped, self-addressed envelope is enclosed for your convenience. Please contact me if you have questions whatsoever or need any additional information to proceed expeditiously to accomplish this task for the Estate of your former client. Thank you for your prompt attention to this matter.

With best regards,

______________

Executor