All documents posted below in PDF format must be filed with the court in PDF format. Spouses of the deceased person who want to release money from a bank account can file a small estates petition.An Affidavit of this nature allows a bank or credit union in Florida to pay a qualified family member the funds in the decedent's bank accounts. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Examples of assets or property that may be probate assets may include: A bank account or investment account in the sole name of a decedent is a probate asset. University of Miami. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.