To open an estate bank account, you must provide specific documentation. This may vary from bank to bank but generally includes the following:Bank accounts with designated beneficiaries do not need to go through probate. They pass outside of probate. By registering your securities account with a TOD designation, you can name a beneficiary who will directly inherit the assets upon your death. Once you have all your necessary documentation, you can choose to open an estate account as either a savings or checking account. As long as you are a joint holder of a bank account, when the other party dies, the money left in the account is yours. It is not part of an estate. If he died a Nevada resident, you would hire a lawyer to file a Petition to Set Aside Estate Without Administration. What information is needed to open an Estate Account?