Notification Letter to Next-of-Kin (PDF)- Updated 2018. To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account.One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Probate is the legal process of settling your estate in court after you die. Dear Newly Bereaved,. Your loved one was receiving services from an agency, facility, or program that is required by. Fill out the case caption as you did in Step 1. 1. When someone passes, the process of getting paperwork together can be overwhelming. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Letters Testamentary ("Letters").