Personal Law Business Law
Français About us Sign up Log in
Interactive legal guides Packages Online consultation Videos Frequently asked questions Legal blog
ONLINE LEGAL DOCUMENTS
Personal Law > Estate/Succession > Estate Correspondence

Estate Correspondence

Different types of letters which are helpful during the whole process of an estate settlement.

Letter useful to obtain information about the account of the deceased with that institution or even to forward the required documents and forms for the transfer of funds in the name of the estate.
Cover letter useful for the liquidator wishing to file an application with Revenu Québec in order to obtain the tax authorization necessary to complete the settlement of the estate.
Cover letter useful for the liquidator wishing to file an application with the Canada Revenue Agency in order to obtain the clearance certificate necessary to complete the settlement of the estate.
Letter useful to proceed with the closing of a credit card account as well as the cancellation of a subscription or a service received by the deceased.
Letter useful for anyone wishing to obtain relevant information from the deceased's employer in order to draw up the estate inventory.
Letter useful to obtain information about the account of the deceased with that institution or even to forward the required documents and forms for the transfer of funds in the name of the estate.
Letter useful to obtain from different institutions, the relevant information to draw up an inventory of the deceased's assets.
Letter useful in the case where the deceased held a tax (GST) account number in order to make the necessary verifications with the Canada Revenue Agency.
Letter useful for the liquidator wishing to make a partial or total delivery of property to heirs of an estate.
Letter useful for the liquidator wishing to deliver a legacy by particular title to a legatee.
Letter useful to obtain relevant information on a life insurance policy that the deceased may have held with an insurance company.
Letter useful to send a request for a medical report to the physician of the deceased.
Letter useful in the case where a minor child would receive an inheritance worth more than $25,000.
Letter useful for any person wishing to obtain, from the Public Curator of Quebec, a list of property that the latter administered on behalf of the deceased.
Letter useful in the case where the deceased held a tax (QST) account number in order to make the necessary verifications with Revenu Québec.
Letter useful for the liquidator wishing to present its final account to the heirs of an estate.
Letter useful to notify the death of an annuitant, as well as to return a check and/or obtain information about the amounts payable to the deceased by "Retraite Québec".
Letter useful for anyone wishing to file any application for survivors' benefits with "Retraite Québec".
Letter useful for the return of the driver's licence to the SAAQ.
Letter useful for the return of a Firearms Possession/Acquisition Licence.
Letter useful for the return of the hunter/trapper certificate and, if applicable, any hunting or trapping licence.
Letter useful for the return of the deceased's passport to the Canadian authorities to cancel it.
Letter useful for the return of the health insurance card to the Régie de l'assurance maladie du Québec (RAMQ).
Letter useful for the return of the social insurance number card (SIN card) to the Canadian authorities.
Letter useful to notify the death of an annuitant, to return a check and/or request information from Service Canada - Old Age Security pension regarding the amounts payable to the deceased.
Cover letter useful for the liquidator wishing to request from various institutions or companies the transfer of the the deceased's personal assets in the name of the estate.
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.

This browser does not support this kind of file. Please download the file to view it: Download the file