Informal probate is the process for asking the court to appoint a personal representative for a decedent's estate without a hearing. Gather your documents.Affidavit of Re-titled Trust Account. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Death certificate (copy only, as originals are not able to be returned) Letter of Instruction. Online: Use our online form to notify us about a customer's death. The notice to creditors shall be valid against any creditor of the trust and also against any creditor of the estate of the deceased settlor. A letter of instruction is a document that guides a designated individual or entity on how to carry out specific actions or wishes after the author's demise. This comprehensive guide discusses how to close a revocable trust after death as well as how to close an irrevocable trust after death.