You will need account numbers and serial numbers of assets. An Executor or Administrator is required to account to estate beneficiaries for probate property in the estate, because such property is.Whether a bank account must go through probate depends on how the account was held jointly or in the decedent's sole name. For information concerning wills, estates, guardianships and adoptions, contact Suffolk County Surrogate Court at (631) 852-1745. When there is a joint bank account at death, the surviving owner automatically becomes the sole owner of the entire bank account or other joint asset. Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation. There are different forms you'll need to file depending on whether or not the decedent (the person who died) died with a will. If you do not have a lawyer and are representing yourself in a case, use these simplified instructions to help you fill out the Military Affidavit form. You can transfer almost any property to a living trust. Continue following the instructions on the website to fill out the complete EIN application.