Print or type the Decedent's name at the top of the page. 9. Separately list and number all of the bank accounts, mortgages owed to the person who died,.In order to open a checking account, you generally need to present to the bank a copy of the death certificate as well as your legal appointment paperwork. Fill Out the Form: Write down all the necessary details about the deceased and the assets. You'll need the decedent's last name, date of birth, date of death and your bank routing and account numbers. You'll need certain documents to prove it's legal to open the account. You may serve an affidavit of collection on the financial institution holding a multipleparty account in which the decedent had an interest. You may serve an affidavit of collection on the financial institution holding a multipleparty account in which the decedent had an interest. The best way to avoid any issues with accessing the bank accounts of deceased family members is to have a clear and up-to-date estate plan in place. Personal property can include the household furnishings in the deceased person's home.