You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. Learn how a Texas executor can withdraw money from an estate.Insights into legal considerations, tax implications, and keep informed. Smaller estates are often settled through faster, less formal methods. Our estate settlement services include help with probate, guardianship, trust accounting expertise, and more. Typically, an application to probate a will must be filed within four (4) years of the date of death of the decedent. Payableondeath bank accounts allow a bank to release funds to a named beneficiary on the account holder's death without the beneficiary having to go to court. It explains in plain English how the process works and includes step-by-step instructions on how to fill out the necessary forms and paperwork. Learn how some of a deceased person's assets and debts can be distributed without going to court. This depends on whether they had the right documents.