Sample Letter of Distribution of Estate Assets

A Letter of Distribution of Estate Assets is a formal notification prepared by the executor - a person appointed to oversee and distribute the estate of a deceased individual - and sent out to the latter's heirs to inform them about the money and valuable items they are entitled to after the passing of the owner. Once you have completed the inventory of the estate and scheduled the distribution among multiple heirs, you are ready to settle the estate - draft a customized letter for every person entitled to receive their share of the inheritance.

A sample Letter of Distribution of Estate Assets can be downloaded below. Introduce yourself, greet the letter recipient, explain you are writing this note on behalf of the deceased individual who has left a portion of their estate to them, and list the assets they can receive once they reach out to you. Indicate the party responsible for paying the inheritance tax and add your contact information to let the heir ask you questions about the distribution of assets since it is possible they may disagree with your settlement or refuse to assume liabilities transferred along with assets.

Haven't found the sample you're looking for? Take a look at the related samples and templates below:

• Sample Letter of Intent to Purchase Business Assets;
• Letter of Intent to Purchase Real Estate Template;
• Real Estate Offer Letter Template.