These forms helpful when handling the estate of a deceased person. If you have questions, consult with an attorney.The bank will not allow you to close it unless you have a letter of authorization from the probate court. These forms will be useful when filing required documents related to estates of deceased or incapacitated persons. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. The persons entitled to letters should complete the official petition for grant of letters and appear in person before the register of wills. Make a list of Decedent's assets. • Personal records, mail, tax returns. A short certificate is an informal term for a document issued to you proving that you have been appointed executor or administrator. They will need certified copies of the death certificate.