Get information on estate planning basics, tips, and how to know if you need a lawyer to help. Includes help planning for the unexpected.Additional documentation will be required to open, in the name of the estate, any such account. I went to my bank with the check, small estate affidavit, death certificate and IRS EIN letter. Our experienced professionals are UNITED to serve YOU and your complete financial planning and wealth management needs. Discover financial freedom with First United Bank. BankUnited offers a full range of banking and online banking services, including personal, commercial and small business finance. To arrange direct deposit into your UCB account, you will need our ABA Number or Routing Number: (071108407). All other assets passed directly through 'transfer on death' or 'joint ownership'. The next step is opening a bank account for the estate.