Use the most recent Small Estate Affidavit (SEA) form on the Bexar County Probate Court's website. If the deceased person was the sole owner of the bank account and named a beneficiary, then the bank can release the funds to the beneficiary without probate.Probate is the legal process to distribute a person's property after they die. The next step is to inventory and appraise all of the deceased person's assets. Here, learn about ways a deceased person's property may pass on to their heirs without the need for a formal court proceeding. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. This is to notify the bank that my. (Relationship with deceased).