Estate Distribution Letter
to Beneficiaries
.

✓ Request sign-off from Beneficiaries

✓ Communicate the Inheritance

✓ Simple to use template

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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.

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Checklists & Tools

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Estate Distribution Letter

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  1. Estate Distribution Letter to Beneficiaries (Estate Distribution Letter Sample)1
  • Communicate the estate value and how estate assets and liabilities were handled
  • Inform Beneficiaries of their inheritance
  • Request sign-off to protect yourself

Essential Checklists & Tools

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  1. Complete Executor & Administrator Handbook
  2. Important Documents Checklist
  3. Home Contents & Personal Belongings Inventory
  4. Assets & Liabilities Inventory
  5. Beneficiary Inheritance Guide
  6. Estate Distribution Letter to Beneficiaries (Estate Distribution Letter Sample)
  7. Testamentary Costs & Executor Expense Tracker
  8. Executor & Administrator Timesheet
  9. Letter of Authorisation – Banks & Financial Institutions

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“I downloaded all Checklists & Tools, which proved very useful. It allowed me to keep all expenses of my late mother’s estate organised. It was easy to pay and download and wish I had known about simplyEstate sooner.”

 

Brian Crowley
Perth

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“I was blown away by the tools and procedures provided here at such an affordable cost.  I wish I had found this service sooner.  I thoroughly recommend this website, the tools and service”

 

Isabella Leifi

Melbourne

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“This online guide and the affordable tools were invaluable.  They really helped me understand what needed to be done. They gave me the confidence to act as Joint Executor. The Beneficiaries were given a clear overview of my late mother’s estate value. I found using the assets and liabilities spreadsheet easy and intuitive.”

 

Chris Quinn

Townsville

How The Estate Distribution Letter to Beneficiaries Looks Like

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Things you should know

1If you foresee potential disagreement or conflict between Beneficiaries or with the proposed distribution, you should seek legal advice to draft a tailored statement of distribution of estate that is legally binding and not use this template.

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The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.