In this section, you can find information and answers to the following questions: 1. What happens after appointment?To order a death certificate you will need: Name of the decedent; Date of death; City where the death occurred. Can a beneficiary ask to see estate accounts? How can a beneficiary request an accounting of an estate? To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Probate Code section 5302(a) provides that when one holder of a joint bank account passes away, the account becomes the property of the other. Filling Out and Recording a TOD deed. The Probate Court hears cases related to personal and financial affairs of adults and children, including cases concerning: Notify Bank of America.