You will need account numbers and serial numbers of assets. According to New York State law, the Executor, or Administrator, must open the account physically at a bank or brokerage within the state of New York.If funding the account electronically, you'll need: Checking or savings account number; Bank routing number. For tax accounts, you must only list your tax account number, NOT BLOCK AND LOT. (Ex. 000123456). Search homes for sale, find home values, get a home loan, and learn more about bank of america home loans. IMPORTANT INFORMATION: • You or your financial professional can now open certain new accounts online. Visit franklintempleton. Some straightforward estates are settled within weeks and other more complex ones with disputes and contested wills can take many years. A leading, credit-focused alternative asset management firm. A probate accounting is a financial record of a probate estate, which has three phases.