All materials copyright netprobate Ltd. 2002 url: http://www.netprobate.com email: info@netprobate.com

Your Name
Your Address
Your Telephone no
Date of Letter


Your ISA/PEP/Bond Provider's Name
Your ISA/PEP/Bond Provider's 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 assets described below. 

For the purpose of Inheritance Tax and Probate can you let me know the value of the asset 
at the date of death, together with any accrued interest or other outstanding monies (e.g. 
dividends, 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.

Asset Type	Asset Description	Reference	Date 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