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Letter Of Authority For Deceased Template for England and Wales

A Letter of Authority for Deceased is a formal document used in England and Wales to authorize access to and management of a deceased person's affairs. It serves as official communication between the deceased's representative and various institutions, establishing the writer's authority to act on behalf of the estate. The document is commonly used before or instead of formal probate when dealing with smaller assets or straightforward situations, subject to the requirements of individual institutions.

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What is a Letter Of Authority For Deceased?

The Letter of Authority for Deceased is a crucial document in estate administration under English and Welsh law. It is typically used when a representative needs to communicate with organizations holding the deceased's assets or managing their affairs. This document becomes necessary immediately after death, often before probate is granted, and can be used for various purposes from closing accounts to gathering information about assets. While not a substitute for probate in all cases, many institutions accept this letter for smaller estates or specific transactions.

What sections should be included in a Letter Of Authority For Deceased?

1. Date: Current date of the letter

2. Addressee Details: Name and address of the institution being addressed

3. Deceased's Details: Full name, last known address, and date of death of the deceased

4. Author's Details: Full name and contact details of the person writing the letter

5. Relationship Declaration: Statement of relationship to the deceased and authority to act

6. Request Statement: Clear statement of what is being requested

7. Signature Block: Space for signature of the author with full name printed below

What sections are optional to include in a Letter Of Authority For Deceased?

1. Account/Reference Numbers: Any relevant account or reference numbers when dealing with specific accounts or services

2. Death Certificate Reference: Details of the death certificate when specifically required by the institution

3. Probate Reference: Details of probate if granted and required by the institution

What schedules should be included in a Letter Of Authority For Deceased?

1. Death Certificate: Certified copy of the death certificate

2. Proof of Identity: Copy of ID document of the person writing the letter

3. Grant of Probate: Copy of the grant of probate if obtained

4. Letters of Administration: Copy of letters of administration if applicable when there is no will

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Cost

Free to use

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