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BMO Banking - Estate Administration and Tax PlanningOpen a bank account for the estate. The bank may require probate prior to opening the account. Obtain a valuation as of the date of death of. For more information on our services, please contact. or visit 2nd-mortgage-loans.org C lose the deceased's bank accounts and transfer balances into. I receive, verify,and process deceased referral notifications.I do this through legal documents, and prepare and file claims in state court. BMO Harris Bank.