To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Discover the precise steps to secure Letters of Testamentary in California.Our comprehensive guide makes the process straightforward and hassle-free. You'll receive an email within 24 hours explaining what documents are needed to complete your claim. Typically, we require: A copy of the death certificate. The clinics open at a.m. Use the SEARCH BAR above to find your form more quickly. Just type in the name of the form. Note: "Preneed" means before the time of need. This application is for planning for your own burial in advance.