Ask the company or institution (like a bank) that has the property if they have an Affidavit for you to use. Discover the precise steps to secure Letters of Testamentary in California.Our comprehensive guide makes the process straightforward and hassle-free. One thing for sure is that the bank will want to know the specific reasons for the removal request as the next-to-kin. This page tells you about: What is probate? Is probate necessary? Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts.