Free probate letter templates
Plain-language letters for executors and administrators in England and Wales. Each page gives the full letter free, with [brackets] to fill in, what to enclose, and the mistakes to avoid. The wording is the same as in the Probate Starter Pack.
Template 1 of 9
Letter to a bank after a death
Tell a bank or building society about the death and ask for every account and its date-of-death balance.
Template 2 of 9
Date-of-death valuation letter for shares and investments
Ask an investment platform, fund manager or share registrar for each holding's value at the date of death.
Template 3 of 9
Letter to creditors after a death
Ask a credit card, loan or other creditor what was owed at the date of death, with a final statement.
Template 5 of 9
Letter to a pension provider or employer after a death
Tell a pension scheme or employer about the death and ask what is due, to whom, and its value.
Template 7 and 8 of 9
Executor letters to beneficiaries
A progress update that promises no dates, and the final distribution letter sent with the estate accounts.
Template 9 of 9
Beneficiary receipt template
A receipt for each beneficiary to sign when you pay money or hand over an item from the estate.
Template 4 of 9
Mortgage lender or home insurer
In the Starter Pack. Our mortgage guide explains what to ask the lender and the insurer.
Template 6 of 9
Utility, council or subscription
Free in full in our guide to direct debits after a death: stop or transfer each service.
Layout
Estate accounts template
The capital, income and distribution accounts, with a worked example.
Before you send any letter
- Adapt each letter to the organisation's own bereavement process; many have an online form as well.
- Don't send original documents unless the organisation specifically requires them.
- Keep a copy of the final version you sent, plus attachments, the date sent, the reference number and the reply.
General information for England and Wales, not legal advice.