Bank Confirmation Letter

When to use Bank Confirmation Letter

Managing an estate is a complex and time-intensive business. Whether you are a surviving loved one of a recently deceased individual or you have been entrusted to manage the estate of a recently deceased person for other reasons, you may understandably not know exactly where to begin. One of the best places to start organizing the financial affairs of an estate is confirming the details of any financial accounts that remained open at the time the estate owner passed away. Once you are aware of the accounts that exist, you can manage the assets and debts tied to those accounts. As nearly every American adult has a bank account, communicating with the institution where the deceased did his or her banking is a good place to begin.


If you are serving as an estate administrator, estate representative or are the surviving spouse or surviving adult child of a recently deceased individual, you can use this bank confirmation letter in order to help get the financial affairs of the deceased in order. Specifically, you can use it to communicate with any banks in which the deceased maintained accounts. In addition to confirming the details of each account (its numbers, balances, outstanding business), you can begin conducting any business that needs to be completed with a specific bank. When managing the financial affairs of an estate, it is important to leave a paper trail of your efforts, so please take care to keep copies of every communication you make with each individual bank connected to the deceased and/or the estate of the deceased. Please note that in order to complete this document, you will likely need to provide a letter of appointment that confirms your authority to conduct business on behalf of the estate.

Alternative Names

Bank Confirmation Letter Audit