Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.What is required to be filed when all the assets are in a Trust? Creating a letter of instruction is an effective way to ensure your intentions are followed. Learn more about letters of instruction here. The Probate Court Judges of Broward County, Florida and their staff are pleased to present this handbook. Living trusts come with explicit instructions about how portions of your estate should be distributed upon your passing. Online: Use our online form to notify us about a customer's death. Trust. Accounts with arrangements to hold the assets in a trust. Death Certificate; Certification of Trustee naming a successor trustee.