Learn about closing letters in estate planning - what they include, when they're sent, and how they formally conclude the estate administration process.
A closing letter signals that the estate administration is complete and all assets have been distributed according to the will or trust. You should keep this document for your records as it serves as official proof that you received your inheritance and that the estate has been properly settled. The letter typically includes details about what you received and confirms that no further distributions are expected from that estate.