Get the resources you need to help navigate someone else's financial affairs. The death of someone close to you is difficult, and dealing with his or her finances can feel overwhelming.Do you know how to find out if you are a beneficiary on a bank account? Please provide proof of the deceased owner's Social Security Number, this information can normally be found on the Death Certificate. This legal process is known as probate, and it occurs regardless of whether the deceased (also known as the decedent) had a valid will or not. She died without a will? I had her power of attorney before her death and I thought the account was empty. This guide can give you a place to start your research when you have a case for probate regarding a deceased person's estate. Complete a medical social history questionnaire and to complete the Death Registration Worksheet for the death certificate filing process. We'll need a photocopy of the death certificate to verify the identity and legal residence of your loved one as well as confirm date of death.