If there's a will without a named executor, the court will issue a Letter of Testamentary; if there's no will, the court will issue a Letter of Administration. To take a name off a joint bank account, banks require a Certified Copy of a Death Certificate.Discover the precise steps to secure Letters of Testamentary in California. Bank accounts that are solely in your name can be held up temporarily upon your death. View our useful forms and documents for easy and convenient access. Follow the bank's procedures: The bank will likely have you fill out some forms and provide the necessary documents to close the account. California mainly uses two types of deeds: the "grant deed" and the "quitclaim deed. THIMA ("to close out"). To add beneficiaries to a single or joint account, a Transfer on Death (TOD) Application (Form-40) must be submitted with the Change of Account Ownership form. Hewitt S. West, Jr., and the First National Bank of Nevada, Reno, Nevada, Las Vegas Branch, As Executors of the Estate of Hewitt S. West, Deceased, and W.