Personal Law > Estate/Succession > Estate Correspondence > Letter requesting the transfer of the deceased's assets to his Succession/Estate

Letter requesting the transfer of the deceased's assets to his Succession/Estate

Cover letter useful for the liquidator wishing to request from various institutions or companies the transfer of the the deceased's personal assets in the name of the estate...more

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Description
  • Once the succession/estate inventory is completed and it appears that the succession is solvent, the liquidator is usually called to take steps with various institutions or companies with whom the deceased used to do business in order to transfer the different cash amounts or securities held by the deceased in the name his estate.
  • Eventually, when the estate is settled and all the required certificates are obtained from the tax authorities, the liquidator will transfer the amounts representing the net assets of the estate to the heirs.
  • The letter requesting the transfer of the deceased's assets to his estate may thus allow the liquidator to send any such request to the institutions and companies with which the deceased used to do business.
  • The letter requesting the transfer of the deceased's assets to his succession/estate, available on this website, will be suitable for most situations.
  • For additional legal information, visit  .

Other services offered

Appointment of the liquidator Declaration of legal heirs Rendering of account by the liquidator Cover letter for the request of certificate authorizing the distribution of property from Revenu Québec Cover letter for the request of a clearance certificate from Canada Revenue Agency
Guidelines

You can choose to draft your "Letter requesting transfert of the deceased's property to its succession" online. Here are the steps to follow:

  • Start the service by clicking on the blue button labelled "Click here to start";
  • If you have not already done so, please register;
  • Complete the questionnaire by entering the information required for the preparation of the letter;
  • Once you have completed the questionnaire, you pay the required fees with your credit card;
  • Print your letter, sign it and send it to the institutions;

For more complex situations requiring further examination, please contact  .

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