In this section, you can find information and answers to the following questions: 1. Fill out and copy your forms.When a death without a will occurs, intestate succession laws may dictate who, if anyone, has a right to the property of the deceased. Follow these steps: 1. Obtain and complete the California small estate affidavit. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. To order a death certificate you will need: Name of the decedent; Date of death; City where the death occurred. How to fill out and record a TOD deed. Discover the procedures for probate without a will and how to ensure proper estate distribution when dying without a will in California.