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Probate letter to loan or credit card company

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from up to six of the deceased's loan or credit card companies. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
Compatible region(s): England & Wales Northern Ireland

Probate letter to loan or credit card company

When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from up to six of the deceased's loan or credit card companies. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.

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Probate letter to loan or credit card company (Guidance Notes)