Letter to Lienholder to Notify of Trust - District of Columbia 2025

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A letter of instruction provides a helpful guide for those who will have to settle your affairs once you are gone. As with any other estate-planning document, it should be updated at least annually and kept in a safe place where it is accessible by your relatives or executor.
A deed of trust must be: (1) in writing, (2) contain a description of the property being used to secure the loan, and (3) be signed by the trustor or the borrower. Under the Statute of Frauds, a transfer of an interest in real property must be memorialized in writing.
Dear Beneficiary, I am writing to inform you about the distribution of assets from the estate of Mary Johnson, who passed away on March 15, 2023. My name is the appointed executor of Marys estate. Assets and Liabilities: List all assets and liabilities, providing a clear picture of the estate.
A 120-day Trust Letter (AKA Notification by Trustee pursuant to Probate Code 16061.7) is a document that is issued by a trustee to notify all beneficiaries of the trust and any other heirs of the deceased Settlor(s) that the trust is now irrevocable and of their right to file a claim against the trust within 120 days
(2) Deed of trust means a mortgage or a deed of trust encumbering real property located in the District of Columbia as the same may be modified, amended, supplemented, or restated. (3) Land records means the land records in the Office of the Recorder of Deeds of the District of Columbia.

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A release is an official legal document that releases trustees from any trust management and administration liability. By signing it, beneficiaries agree not to hold the trustee responsible for any future claims or disputes arising from the trust.

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