➢ As conservator, you must maintain complete records of money received (i.e. Line 11 (Bank Accounts-.Enter the total cash balance of bank accounts that are NOT court-. Bank of America accounts. Visit your local financial center or contact Estate Servicing Operations to speak with our dedicated team. I am so sorry for your loss. To answer your question, the only way the bank will let you open an estate account is you must do 2 things; When you take the documents listed above, the clerk will: • Review the ORDER OF APPOINTMENT,. • Complete the LETTERS,. I am the sole beneficiary.