A bank account or investment account in the sole name of a decedent is a probate asset. All open files from 2000 and forward are available at the Clerk's office.To request removal of one of these items from the County Recorder's public website, complete a Request To Remove Information From Official Records (PDF). Bank of America accounts. Visit your local financial center or contact Estate Servicing Operations to speak with our dedicated team. Opening appropriate estate bank accounts for payment of debts and expenses. • Locating and accessing any safe deposit boxes in the decedent's name,. Many assets under estate planning include real estate, bank accounts and insurance policies. Guardians for Children and Pets. Life insurance that is not payable to the estate is not included in the value of the estate.