Estate liquidation - Information request letter to financial institutions

Description

• Before you can proceed with the estate inventory of the deceased's assets, you will need to obtain all relevant information about him from the various institutions with which he did business.
• The letter of request for information, adapted to the needs of estate liquidation, available in multiple formats on this site will suit most situations.
• In accordance with the provisions of any applicable legislation, including what is commonly referred to as Bill 25, it is highly likely that the institution will require certain documents before sending you the data and information it holds concerning the deceased:
  • A death certificate issued by the Directeur de l'état civil.
  • A will search issued by the Chambre des notaires du Québec and the Barreau du Québec .
  • A declaration of legal heirs or designation of liquidator to establish the list of heirs, if the person died without leaving a will or leaving an incomplete will. If necessary, you can use our other online notarized declaration of legal heirs service.
  • Copy of the will, if the person died leaving a will.

• Discover a wealth of information about settling or liquidating an estate by visiting our legal FAQ.

Other services offered

Price