In the box that reads "Estate of," write the name of the decedent. Leave the box that reads case number, hearing date, Dept, blank.Make the process of opening an estate account simple and straightforward with this stepbystep guide. You cannot open an estate account without Letters of Administration but based on the amount involved, Letters are not necessary. Discover the precise steps to secure Letters of Testamentary in California. In this post, we'll walk through each section of the DE111 form, providing stepbystep instructions on how to fill it out correctly and avoid common mistakes. In this video, we're going over two forms, DE 140 which is the Order for Probate, and DE 150 which are the Letters, Testamentary, or Letters of Administration. Visit your local financial center or contact Estate Servicing Operations to speak with our dedicated team. Now that you have your estate tax ID number, you will need to go to a bank of your choosing to set up the estate account. Estate Bank Account Information: A separate bank account should be opened for the estate.