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Your Name
Your Address
Your Telephone no
Date of Letter


Your Life Insurance Company Name
Your Life Insurance Company Address



Deceased's name

Dear Sir/Madam, 

I am the executor for the estate of the above named, who died on DD/MM/YY. The estate 
includes the policy described below. 

For the purpose of Inheritance Tax and Probate can you let me know the value of the policy at 
the date of death, together with any bonuses that might apply.

I would also be grateful if you could search your records for any other assets which may have 
been held by 'Deceased's name' with your company.

Name in which Policy held:
Description of Policy: 
Policy Number:
Date Policy Taken Out:

When the grant of probate has been obtained, I shall send an official copy to you for your 
inspection. Please let me know what formalities (if any) will be involved in obtaining payment 
of any monies due to the estate.

I have enclosed a copy of the death certificate for your perusal and I would appreciate you 
returning this to me when you have completed your investigation.


Yours sincerely, 


Executors Name