Okay...good deal. Here is the template to follow:
- Identify yourself by name and date of birth
- Identify briefly the situation, including the name of your brother in law, the fact that he is deceased (attach a copy of his death certificate);
- Identify that you are a trustee and need access to the account (attach a copy of the pertinent part of the trust documents which reflect this);
- State that though the account is not listed you are obligated to account for it;
- Request permission to access the account.
You then need to have a signature line for yourself (and perhaps your brother) - and date line corresponding as well.
You then need to have the same for the probate judge that is handling the matter - and a date line.
You will have to set an appointment with the probate judge through his clerk or secretary. Sign the letter (addressed to the bank) in the presence of the judge and have it either stamped by the court or notarized...either will suffice.
Let me know if you have any other questions.
Please rate my answer positively (4 or 5 stars) as well.
I will be happy to review your document before you meet with the judge.