Learn More About Section 153.003 Of The Texas Estates Code And Obtaining Bank Account Information Of A Deceased Family Member In Texas. Payableondeath bank accounts allow a bank to release funds to a named beneficiary on the account holder's death without the beneficiary having to go to court.Learn How to Secure Family Access to Your Texas Bank Accounts After Death with PayOnDeath Beneficiaries and Right of Survivorship Options. You can request copies of bank statements, mortgage documents, and other financial information from the deceased person's bank or financial institution. If the bank account is held in joint tenancy with rights of survivorship, then the funds pass outside the estate and directly to you brother. A medallion signature guarantee must be completed in person because it confirms your identity, signature and legal authority to transfer securities. This set provides coverage of every aspect of probate law and estate and trust administration in Texas. It includes sample forms and letters. Pay bills, transfer money, pay people, monitor your account activities and more from anywhere, anytime. Become A Member Find a Location Appointments.