Closing the Estate of the Person who Died. You may use the forms on this page if the following factors apply to your situation.I am named in the Will of the person who died, a copy of which is attached to this Affidavit. Then, you would be able to take a copy of the death certificate and your affidavit to the bank to access the account. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Question: My mother passed away. She does have a will and I was nominated as the executer and trustee. Unfortunately, the affidavit, with respect to real property, can not be filed with the courts until six months after the decedent's death. To close a bank account after death, you must completely liquidate its funds. All forms are printable and downloadable.