Learn about estates, how to file an estate, and the administrative process. Relevant tax forms used in settlement of the estate may be obtained from the.North Carolina Department of Revenue at 1-877-252-3052. When filling this part, ensure you attach a bank statement or any other proof of the account's balance that you gain control over. What information is needed to open an Estate Account? This inventory lists all the bank accounts, assets, and personal property in the decedent's possession at the time of their passing. Typically, it's best to open an estate account with the same financial institution the decedent used in the same state where they resided. Bank of America accounts. Visit your local financial center or contact Estate Servicing Operations to speak with our dedicated team. It may, however, be prudent to notify the bank of the Decedent's death.