Do you know how to find out if you are a beneficiary on a bank account? Before you start Make sure you qualify to use this process The estate is "small," which means it is valued under a set amount.You are the petitioner who is seeking to be appointed personal representative or executor of the estate. Provide your telephone and email. How Do You Get a Letter of Testamentary Without a Will? Do I Need Letters Testamentary or Letters of Administration in California? This is to notify the bank that my. (Relationship with deceased). You may obtain a certified copy (or copies) of a birth, death, or marriage certificate from the Riverside County Clerk-Recorder.