The Law Shop is now closed. Please click here to find out more.

Probate Letter to Bank or Building Society

A form letter suitable for informing a bank or building society of an individual having passed away and requesting information on their accounts.

If you are the executor or administrator of a deceased person’s estate, then you’re probably aware of all the complex legal responsibilities that have fallen to you. Part of the probate process involves assembling an overview of the finances of the deceased, and it can be difficult if you have no experience in the matter.

To help you out, we offer a variety of probate form letters, including this letter to any financial institutions with which the deceased held an account. You can use this letter to make a number of requests of the deceased’s bank or building society, including:

  • sending you a statement of the account's balance and an interest due
  • providing information on any other accounts the deceased may have
  • cancelling any direct debits or scheduled payments set up on any sole accounts

This form letter is easy to download and fill out, in an attempt to lighten the hefty burden of probate. Make use of our legal expertise today.