Complete a medical social history questionnaire and to complete the Death Registration Worksheet for the death certificate filing process. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin.We have prepared this checklist to help you keep track of basic responsibilities and provide a broad overview of the estate and trust administration process. To initiate the release process, the legal next of kin will need to contact a service provider (e.g. Question: My mother passed away. She does have a will and I was nominated as the executer and trustee. Use this letter when someone you know has died and they have left no assets or will behind. Contact us for advice before using this letter. You may also present the Affidavit to collect a debt owed to the person who died. This guide can give you a place to start your research when you have a case for probate regarding a deceased person's estate.