Letter requesting preliminary information for financial institutions | ScriptaLegal
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Services > Personal > Estate/Succession > Estate Correspondence > Letter requesting information from financial institutions

Letter requesting information from financial institutions

Letter useful to obtain from different institutions, the relevant information to draw up an inventory of the deceased's assets...more

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Description

  • 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 with which the deceased used to do business.
  • The information request letter, available in multiple formats on this website, will be suitable for most situations.
  • For additional legal information, visit  .

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