Simple Estate Distribution Letter to Beneficiaries

You should complete and issue a Estate Distribution Letter to Beneficiaries before finalising and distributing the estate. This will help you to communicate the estate value, what each Beneficiary will receive and most importantly request their sign-off to reduce any surprises. It is important to remember that once distributions were made and disagreements arise, that it may be difficult to ask for moneys or other assets to be returned and Executors may be personally liable.