You must do the following: 1. Complete the Closing Statement: See the form called Instructions: How to fill out the Closing. Statement.To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. (Arizona Revised Statutes, Section 14-3971)You would simply get the form and instructions from the court's website, fill out the form and have it notarized. I am named in the Will of the person who died, a copy of which is attached to this Affidavit. If the decedent's estate qualifies for the small estate exemption, file a non-probate affidavit with the county court where they lived or owned property. A. Petition for Approval of Accounting: Prior to closing the case, you may file a Petition to ask the court to approve how the estate was managed. Online: Use our online form to notify us about a customer's death. 2) The Court will set deadlines for completing the tasks and for filing the CLOSING STATEMENT. With a mortgage, if you jointly owned your home and there's not enough money elsewhere in the estate, there's a chance your home will have to be sold.