You will need account numbers and serial numbers of assets. Complete the information requested on the Mail-in Claim Form page.The selection of beneficiaries will usually reflect a person's desires and most often will be a person's spouse, children and other close relatives or friends. Probate is primarily a process through which title is transferred from the name of the deceased to the names of the beneficiaries. The six ways to probate or administer a New York estate yourself (DIY) without a New York lawyer, including free forms, are: