This comprehensive guide discusses how to close a revocable trust after death as well as how to close an irrevocable trust after death. You will also need to provide a certified copy of the death certificate.Learn how to write an inheritance sample letter to beneficiary with distribution details. Discover templates, examples, and a step-by-step guide. Probate is the process of proving that the Will is valid (legally acceptable). During probate, the Will must be proved to the satisfaction of the Court. It is important to follow the steps for closing a trust administration and terminating a trust very carefully. Failing to do so could expose you to liability. Death Certificate is required to remove the deceased customer from the account. Trust. Accounts with arrangements to hold the assets in a trust.