File Petition to Probate the Estate. Determine if you have a small or regular estate, as the forms and timelines differ for each.You must file the necessary forms and documents with the Register of Wills in the jurisdiction in which the decedent was domiciled at the time of death. If there's no will, the bank may ask for evidence of your relationship to the deceased. This brochure will be useful to you in answering general questions on how to proceed with the administration of an estate. If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. These documents appoint a manger of assets and liabilities of a person's estate. It involves transferring ownership of any assets to the heirs presumably yourself.