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

Most states have rules that say how trustees should notify beneficiaries about a trust, including what to include in the notice and when to send it. A trustee who fails to notify beneficiaries can be removed as trustee and can be responsible for damages, attorney fees, and costs.

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.

Pursuant to Probate Code §16061.7, the trustee is required to serve notice to all potential beneficiaries of a trust whenever (1) a Revocable Trust (or portions thereof) become irrevocable; or (2) there is a change of trustee of an irrevocable trust. 1.