A letter of instruction (LOI), also called a letter of intent. It provides your executor with important information about your assets and personal information.Probate is the process of proving that the Will is valid (legally acceptable). During probate, the Will must be proved to the satisfaction of the Court. Notify Bank of America. We'll ask you for the deceased customer's full legal name and Social Security number to identify their accounts. In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. Creating a letter of instruction is an effective way to ensure your intentions are followed. Learn more about letters of instruction here. To Open a Safe Deposit Box After Death in NYC, you must Petition the Surrogate's Court in the County where the Decedent died for permission.