Letter of Instruction to Investment Firm Regarding Account of Decedent from Executor / Trustee for Transfer of Assets in Account to Trustee of Trust for the Benefit of Decedent

This form anticipates that a decedent left a will directing that all assets in a certain investment account be transferred to a trust. This form is a sample request to the investment firm from the trustee/executor for the assets.

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Download: Letter of Instruction to Investment Firm Regarding Account of Decedent from Executor / Trustee for Transfer of Assets in Account to Trustee of Trust for the Benefit of Decedent

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SKU: US-01570BG

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