When can I close the estate and distribute the assets? In this section, you can find information and answers to the following questions: 1.Can a beneficiary ask to see estate accounts? How can a beneficiary request an accounting of an estate? How do I open an estate account? Just make an appointment at your local financial center and an associate will be happy to assist you. To order a birth certificate you will need: Name of the child at birth; Date of birth; City of birth; The mother's maiden last name. A transfer on death (TOD) deed, also called a beneficiary deed. The Probate Court hears cases related to personal and financial affairs of adults and children, including cases concerning: Filing claims for insurance, Veterans and Social Security benefits.