Liquidation de Succession - Letter requesting the transfer of the deceased's assets to his estate

Description

• Once the inventory has been completed and it appears that the estate is solvent, the liquidator is generally called upon to take the necessary steps with the various institutions or companies with which the deceased had dealings to obtain the transfer of the various sums or securities held by the deceased on behalf of his estate.
• Eventually, once the estate has been settled and all certificates obtained from the tax authorities, the liquidator will remit the sums representing the estate's net assets to the heirs as part of the estate liquidation.
• The letter requesting the transfer of the deceased's assets to the estate may be used by the liquidator as a letter of introduction to institutions and companies with which the deceased had dealings.
• The letter of introduction requesting the transfer of the deceased's assets to the name of his or her estate available on this site will be suitable for 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 various institutions or companies will require certain documents before transmitting the data and information they hold 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.

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