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Letter Of Authority For Deceased Template for England and Wales

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Key Requirements PROMPT example:

Letter Of Authority For Deceased

"I need a Letter of Authority for Deceased to access my late mother's bank accounts at HSBC and Barclays, as she passed away on January 15, 2025, and I am the sole executor of her estate."

Document background
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.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions














Clauses










Industries

Administration of Estates Act 1925: Core legislation establishing fundamental rules for estate administration, defining who has the right to administer an estate and setting out the order of priority for estate distribution

Trustee Act 2000: Legislation governing the powers and duties of trustees and personal representatives in estate administration responsibilities

Senior Courts Act 1981: Contains key provisions about grants of probate and letters of administration, and defines court jurisdiction in estate matters

Mental Capacity Act 2005: Relevant legislation for cases where the deceased made arrangements while alive under lasting powers of attorney

Wills Act 1837: Critical legislation for verifying the validity of any will and determining who has authority to act

Data Protection Act 2018: Legislation governing the handling of personal information of the deceased and information sharing with institutions

Financial Services and Markets Act 2000: Relevant legislation when dealing with financial institutions in estate administration

UK GDPR: Regulations regarding the handling of personal data, including provisions relevant to deceased individuals

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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