Call our main number at (800) 732-6477 to report the member's death as soon as possible. After your call, staff will research the member's file.Step 1: Prepare and file the following forms (you will need to provide the original and at least one photocopy of each form). Phone: 408-299-5540. Detailed steps for completing probate on a Will in California, on your own or with an attorney. Exactly what happens in a California Probate Court? The trustee's job is to manage the property in the trust for the benefit of the beneficiaries in the way the settlor has asked. What powers does a trustee have? You have to submit your father's death surtificate and legal heir surtificate and get the amount lying in his account. We'll need a photocopy of the death certificate to verify the identity and legal residence of your loved one as well as confirm date of death.