In this article, we present 15 sample letters that you can use as a starting point when reaching out to the beneficiaries of an estate, ensuring that you convey the necessary details with clarity, sensitivity, and professionalism.

In this article, we will explore fifteen sample letters that cover a range of scenarios, from the initial notification of the beneficiary’s status to the final distribution of assets. 1. Notification of Beneficiary Status

A letter to beneficiaries of a trust is a document that is sent to the beneficiaries of a trust by the trustee. The letter typically provides information about the trust, including the terms of the trust, the assets of the trust, and the distribution of the trust assets to the beneficiaries.

You are entitled, as a possible beneficiary or heir at law of the decedent, to request from the trustee a true and complete copy of the “Terms of the Trust,” as that term is defined in Probate Code §16060.5.

When you take over as successor trustee of the trust, you need to let the beneficiaries know that you're now in charge. Some states require specific language; in others, a simple letter in your own words will do.