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
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.