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

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.

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Other services offered

• 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