Navigate Miami's probate process with our comprehensive guide. Learn each step, from filing to asset distribution, to ensure a smooth experience.How do you withdraw money from a bank? You go to the bank, fill out a withdrawal slip, and take the slip to a teller. Done! Banks need to be notified of death; they won't work it out alone. Yes, if it was a joint account with you, a payondeath acccount with you as beneficiary, or you had a power of attorney for financial matters. A bank account or investment account in the sole name of a decedent is a probate asset. Once your loved one has passed, the custodian of the will must deposit the will with the Clerk of the Court in the county and state where the deceased lived. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.