We have prepared this checklist to help you keep track of basic responsibilities and provide a broad overview of the estate and trust administration process. The letter of last instruction is a letter detailing certain instructions not found in other estate planning documents.A letter of intent is frequently recommended for parents of disabled children to share information for when the parent dies. Online: Use our online form to notify us about a customer's death. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Do you need to find an executor checklist for what to do when someone passes away in Arizona? Click here to see our recommendations. Prepare to navigate the steps of executing a living trust in Arizona after a death, but be wary of the unexpected challenges that may arise. Write a Letter of Instruction to your family regarding your preferences for a funeral and burial. Navigate the intricate process of settling a trust post-death.