---
title: "Executor Letter to a Bank or Creditor: Free Builder | MCC"
description: "Tell a bank, card company or utility about a death and ask them to freeze the account and send balances, as the executor or administrator."
url: "https://mcc-solutionsnj.com/tools/executor-notice-letter"
---

Free tool

# Executor notice letter to a bank, creditor or company

As executor or administrator, tell an account holder about the death, ask them to freeze or close the account, and ask for the balance as of the date of death.

State where the estate is handled

Date of the letter

Company (bank, card, utility, insurer)

Company's address

Name of the person who died

Date of death

Account number (last 4 is fine)

Your name

Your role

Your address and phone

## Your letter

Yellow brackets are blanks still to fill. Nothing you type is saved or sent anywhere.

Run a small business, or do the books for one? Take the [free books check](/bookkeeping/health-check) or browse the [free Excel templates](/bookkeeping/templates). Want a hand? [Contact us](/contact).

How it works

## What to send with it

Most companies ask for a copy of the death certificate and proof that you can act for the estate, such as letters testamentary or letters of administration from the surrogate or probate court. Send copies, not originals, and keep a list of who you wrote to and when.

General information, not legal advice. We are not lawyers. Read your state's rule (linked from our data page) or ask a lawyer before you rely on a deadline.

FAQ

## undefined

**What should I enclose?**

Usually a copy of the death certificate and a copy of your letters testamentary or letters of administration. Some companies have their own forms. Send copies, not originals.

**Should I pay the debts right away?**

Not before you know what the estate owns and owes. Many states set an order for paying debts. General information, not legal advice; ask the court or a lawyer if unsure.

**How do I make a PDF?**

Click Print or save as PDF and choose Save as PDF in the print dialog. Only the letter prints.

**Is anything I type saved?**

No. The letter is made in your browser and nothing is sent to us.

Settling an estate? Check whether it qualifies with the [small estate eligibility checker](/notary/small-estate-eligibility-checker), or start with the [executor guide by state](/notary/executor-guide-by-state). To keep every step, date and account in one place, there's the [executor tracker](/tools/executor-tracker). More free tools: [Security deposit return letter](/tools/security-deposit-return-letter), [Small claims demand letter](/tools/small-claims-demand-letter), or [see all free tools](/free-tools).

General information, not tax or legal advice. [How we write and check our tools](/editorial-standards).

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