Make your Free
Bank Confirmation Letter

  • Answer simple questions to make your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Bank Confirmation Letter Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal


rocket lawyer 5 star rating

Kasia M.

"Rocket Lawyer is a helpful tool for professionals who need legal documents at an affordable price."

Bank Confirmation Letter basics

As an estate administrator, you have a lot of organizing and paperwork to handle. A Bank Confirmation Letter can help you learn about the full contents of the deceased's estate. Officially request a deceased person's account information from a bank or financial institution with our Bank Confirmation Letter.

Use the Bank Confirmation Letter document if:

  • You want to confirm a decedent's account numbers and balances of accounts with a financial institution.
  • You want to determine if the decedent owns any accounts with the financial institution.
  • You want to ensure all of the decedent's accounts are included in the estate.

If you're an executor, you can write a Bank Confirmation Letter to a bank or financial institution on behalf of a deceased person's estate. The Letter requests that the bank or institution verify the deceased person's account, the balance on that account and any accrued interest not yet posted to the account. A Bank Confirmation Letter gives an Executor the ability to locate assets which the Executor did not have prior knowledge. This Letter may be used to request information even when an Executor does not know the deceased person's account(s) number or whether they held an account(s) at the institution. A Bank Confirmation Letter also requires the inclusion of a Letter of Appointment, a document verifying the Executor has the authority to act on behalf of the deceased's estate.

Other names for this document: BCL, Bank Confirmation Letter Audit

Read {{ showMore ? 'Less' : 'More' }}

Sample Bank Confirmation Letter

More than just a template, our step-by-step interview process makes it easy to create a Bank Confirmation Letter.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Ready to make your Free Bank Confirmation Letter?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures