One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. Discover the precise steps to secure Letters of Testamentary in California.Our comprehensive guide makes the process straightforward and hassle-free. Complete and sign all the documents. This is to notify the bank that my. (Relationship with deceased). A death certificate and a Small Estate Affidavit should do it, if he was not married and had no children. All applications must include proof of the applicant's income and most recent bank statement, if any. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.