Testamentary Letter. What is it and How to Get One.

A testamentary letter is an official name for a document issued by the Surrogate’s Court or Probate Court, which permits a person to act on behalf of an estate of a person who died with a will. A person who is nominated by a will to be an executor of an estate does not have the power or authority to act on behalf of an estate until they apply for, and are issued, a testamentary letter by the Surrogate’s Court.

The document is actually called Letters of Testamentary, and it’s not a letter – it’s a court order. The confusion stems from the fact that Order used to be called Letter hundreds of years ago.

If you need assistance from an attorney in obtaining a testamentary letter, you can send us an email at [email protected] or call us at 212-233-1233.

A testamentary letter authorizes a person to act as a representative of an estate. They allow a person to perform the responsibilities of an estate. Here are some of the things a person can do once they are appointed as an administrator of an estate by a testamentary letter issued by the Surrogate’s Court:

• Obtain a tax id number for an estate from the federal government
• Open an estate bank account
• Request information from banks and other institutions that control the decedent’s assets. The banks will comply if you show them the testamentary letter and the death certificate
• Transfer assets from the decedent’s name to the name of the estate
• Pay debts of the decedent
• Collect claims of the decedent
• Marshal assets of the estate
• Distribute the estate assets to the beneficiaries of the estate, after obtaining proper waivers or providing an accounting

Those things would be impossible to do without a testamentary letter. The banks will not give you information and will not transfer the assets, the county recorder will not record property deeds, and a buyer will not buy a property from you.

You often need more than one, since each bank and government agency would require an original. Also, some institutions require a more official-looking document. This is why the court can also issue a Certificate of Appointment of Executor, which is printed on a watermarked blue and red paper and looks similar to a death certificate, birth certificate or marriage certificate.

How to Get a Testamentary letter

In order to get a testamentary letter, one would have to apply to the Surrogate’s Court of the county where the person who died resided. You would need your estate attorney help you get the documents together, such as the petition for probate, the original last will and testament of the decedent, the original death certificate, a copy if the funeral bill, as well as other documents such as waivers, citation, proposed order, affidavit of heirship, family tree, due diligence, etc., and appear in court on your behalf.

Even if the decedent died in a different state, and you have a testamentary letter from that state, you will still need to obtain a separate testamentary letter by verifying the out-of-state testamentary letter through an ancillary probate proceeding.

A testamentary letter is issued when a person died with a will, to a person who applies and is appointed by the court as the administrator of a deceased person’s estate. A person can only be an executor of an estate if they are nominated by the will of the person who died and is otherwise qualified – are over the age of 18 and are not a convicted felon.

How Long Does it Take to Get a Testamentary letter

It typically takes a few months to get a testamentary letter. If the probate is contested, i.e. if someone is challenging the will, then getting a testamentary letter can take years, or they can be potentially denied altogether. Although getting the letters is only one of the steps of the probate process, it is the most important step.

If the person who died did not leave a will, the document will be similar and with similar powers, but it will be called “Letters of Administration,” and the Certificate will be called “Certificate of the Appointment of Administrator.”

If you need assistance from an attorney in obtaining a testamentary letter, you can send us an email at [email protected] or call us at 212-233-1233.