sample trust distribution letter

Sample Trust Distribution Letter | Create a Unique Letter in Minutes


Need to distribute trust assets to beneficiaries? Use sample trust distribution letter to create a unique and personalized letter in minutes.


Dear [Beneficiary Name],

I am writing to inform you that as a beneficiary of the [Name of Trust], you are entitled to receive a distribution of trust assets. Pursuant to the terms of the trust agreement, the trustees have determined that you are entitled to receive a distribution in the amount of [Dollar Amount].

The trustees have also determined that this distribution shall consist of the following assets: [List of Assets]. The trustees will distribute these assets to you on [Date of Distribution].

Please be advised that the distribution will be subject to any taxes or fees that may be applicable, and the trustees will make the necessary withholdings and remittances to satisfy any such obligations.

If you have any questions or concerns regarding this distribution, please do not hesitate to contact me or the trustees.


[Your Name]

[Your Title]

[Your Contact Information]

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