How do I open an estate account? Just make an appointment at your local financial center and an associate will be happy to assist you.Create an estate tax account. Gather the required documents and information (see below). We're ready to help. This guide explains the account settlement process after the death of a member. Written proofs of payment and the first and final statements for each bank or other account in the estate must be included in the estate's accounting records. A small estate affidavit can offer a practical solution for managing the assets of a deceased without the need for probate. Washington law does NOT require a probate proceeding to be filed following death, regardless of whether the Decedent died with or without a Will.