Confirm a deceased person's bank account details: Bank Confirmation Letter

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.

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.

• 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 already have a Bank Confirmation Letter and want to have it reviewed, or if you have questions about creating or using one, there are a few ways to get help.

Use Rocket Copilot to ask questions or review your document; this helps you better understand what it says and identify anything that may need a closer look.

If you are looking for help from a Legal Pro, you can also ask a question and receive a response within one business day, or request a more in-depth document review.