Personal Law Business Law
Français About us Sign up Log in
Interactive legal guides Packages Online consultation Videos Frequently asked questions Legal blog
Personal Law > Estate/Succession > Estate Correspondence > Letter requesting information - Various Investments

Letter requesting information - Various Investments

Letter useful to obtain from different institutions and companies relevant information concerning various insvestements in order draw up an inventory of the deceased's assets...more

Answer the questionnaire

Print your letter

Sign it


  • Before being able to proceed with the succession/estate inventory of the deceased's property, you must obtain all the relevant information from the institutions and companies with which the deceased used to do business.
  • In addition to the usual financial institutions, investment funds are often held through various companies.
  • The information request letter concerning investment funds or various investments, available in multiple formats on this website, will be suitable for most situations.
  • For additional legal information, visit  .

Other services offered

* These fees may be changed within a 60-day notice and in accordance with section 71 of the Code of ethics of notaries.

GST and QST not included.

This browser does not support this kind of file. Please download the file to view it: Download the file