Your first move will be to procure a copy of the death certificate. From there, you will need to file for probate and petition for recognition from the court.Learn More About Section 153.003 Of The Texas Estates Code And Obtaining Bank Account Information Of A Deceased Family Member In Texas. Give us a call, or complete the form and we will contact you. Private Banking Austin: 512-527-6824. Learn How to Secure Family Access to Your Texas Bank Accounts After Death with PayOnDeath Beneficiaries and Right of Survivorship Options. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. Prosperity Bank is here to help you with your estate-planning needs, administering trusts, providing advisory services and more. A transfer on death deed (TODD) is a legal document that allows a person to transfer ownership of their property after they die. What if there was a mistake in completing the form, and there wasn't time to correct the error?