Sample Notification Letter to Banks After a Loved One’s Death

Sample Notification Letter to Banks After a Loved One’s Death

After a loved one passes, notifying their bank is a necessary but often overwhelming task. This blog post offers a practical, copy-ready letter template you can use to inform financial institutions of the death and begin managing or closing accounts. It's a small step that brings order during a difficult time—and JM Thomas Law is here to guide you through it with compassion and clarity.

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Personal Representative’s First Week Checklist (Executor’s Guide for Michigan)

Personal Representative’s First Week Checklist (Executor’s Guide for Michigan)

The first week after a loved one passes is a critical time for Personal Representatives. This checklist walks you through essential steps—from securing property to notifying key parties—to protect assets and honor your loved one’s wishes.

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