Executry Starter Letters:

• Client care and terms of business - Executry
• Form of authority for payment to bank
• Letter to accountant requesting lifetime details
• Letter to bank initial
• Letter to bank requesting forms to close accounts
• Letter to bank sending forms to close accounts
• Letter to bank sending funeral account for payment
• Letter to bank sending IHT423 for direct payment scheme payment
• Letter to beneficiary initial
• Letter to beneficiary requesting bank details
• Letter to beneficiary sending final payment - residuary estate
• Letter to beneficiary sending interim payment - residuary estate
• Letter to beneficiary sending payment
• Letter to council advising grant obtained
• Letter to council initial
• Letter to creditor credit card company to cancel card
• Letter to creditor initial
• Letter to creditor paying debt
• Letter to estate agents value of real property
• Letter to executors enclosing withdrawal forms and authorities
• Letter to executors initial
• Letter to executors refunding expenses
• Letter to executors reporting grant obtained and enclosing interim account
• Letter to executors sending estate account for signing
• Letter to HRMC sending IHT forms
• Letter to insurance company cancel policy
• Letter to insurance company life policy
• Letter to insurance company motor policy
• Letter to insurance company property policy
• Letter to insurance company to encash policy
• Letter to pension provider initial
• Letter to Sheriff Court enlosing comfirmation application
• Letter to undertaker settling account
• Letter to utilities provider initial

Power of Attorney Starter Letters:

• Client care and terms of business - PoA
• Letter to client chasing approval of draft PoA
• Letter to client chasing approval of draft PoA 2
• Letter to client sending client care and terms of business
• Letter to client sending copy signed PoA and account
• Letter to client sending draft PoA

Wills Starter Letters:

• Client care and terms of business - Wills
• Letter to client chasing approval of draft will 1
• Letter to client chasing approval of draft will 2
• Letter to client chasing will questionnaire
• Letter to client original will ready to sign
• Letter to client sending client care and terms of business
• Letter to client sending copy of signed will
• Letter to client sending draft will for approval
• Letter to client sending original will to sign
• Letter to client sending will questionnaire and authority
• Letter to previous solicitor enclosing authority

Wills and Power of Attorney Starter Letters:

• Client care and terms of business - wills and PoA
• Letter to client chasing approval of draft will and PoA
• Letter to client chasing approval of draft will and PoA 2
• Letter to client chasing instructions
• Letter to client original will and PoA ready to sign
• Letter to client sending client care and terms of business
• Letter to client sending copy of signed will and PoA
• Letter to client sending draft will and power of attorney for approval
• Letter to client sending original will and PoA to sign
• Letter to client sending questionnaire and authority
• Letter to previous solicitor enclosing authority