Resources

Resources for estate files, including essential templates and documents for trustees and legal professionals.

Letter of Direction (Template)

Fillable form for estate trustee(s) to grant authorization to Missingwealth to request product listings from financial institutions.

Direction to Not Search - Canada (Template)

Fillable form for estate trustee(s) to instruct their legal counsel to not perform asset and liability search.

Intestate Affidavit - Canada (Template)

Fillable form for estate trustee(s) to use as an oath to swear/affirm before a Commissioner who must also sign the document.

Direction to Not Search - United States (Template)

Fillable form for estate trustee(s) to instruct their legal counsel to not perform asset and liability search.

Intestate Affidavit - United States (Template)

Fillable form for estate trustee(s) to use as an oath to swear/affirm before a Commissioner who must also sign the document.

Notice to Creditors (Template)

Notice details to be reviewed and approved by estate trustee(s) to notify creditors about the death of a deceased.