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The documents your family needs

All I'm planning ahead Someone I love died I'm an executor I'm a trustee I'm inheriting

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

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Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

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Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

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Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

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Free

Transfer on Death Deed

Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.

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Free

Vehicle Transfer on Death

Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.

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Free

EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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Free

Petition for Probate and Letters

Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.

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Free

Notice to Creditors

Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.

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Free

Renunciation of Executor

Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.

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Free

Living Will

State in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.

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Free

Affidavit of Heirship

Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.

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Free

Small Estate Affidavit

Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.

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Free

Estate Inventory

Prepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.

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Free

Estate Closing

Prepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.

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Free

Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Free

Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Answers, not guesswork

Run the numbers for your state for free.

All I'm planning ahead Someone I love died I'm an executor I'm a trustee I'm inheriting

How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate.

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How Much Can an Executor Charge?

Calculate how much an executor can charge for administering an estate.

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Who Inherits Without a Will?

Find out who inherits your estate and how much they get if you die without a will.

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What's Fair Trustee Compensation?

Find out what fair compensation looks like for serving as trustee.

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How Much Are Estate & Inheritance Taxes?

Calculate federal estate tax, state estate tax, and inheritance tax for an estate.

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How Many Death Certificates Do I Need?

Calculate how many certified death certificates you need and see ordering info for your state.

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Do I Need Probate?

Find out if an estate needs probate or qualifies for simplified procedures.

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What Does Estate Planning Actually Cost?

Compare costs across estate planning providers including online services and attorneys.

Compare Costs

How Much Does a Revocable Living Trust Cost?

Compare revocable living trust costs across providers including online services and attorneys.

Compare Costs

How Much Does a Will Cost?

Compare will costs across providers plus probate costs your heirs will pay.

Compare Costs

How Much Life Insurance Do I Need?

Calculate your life insurance needs based on income, debts, and family situation.

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What Taxes Apply to My Inheritance?

Inheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.

Learn More

How Does Step-Up in Basis Work?

Calculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.

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Are My Beneficiary Designations Protected?

Check how divorce, creditors, and state laws affect your beneficiary designations.

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What Are the Estate Laws in My State?

See probate costs, will requirements, trust rules, and intestacy laws for your state.

Check Your State

How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?

Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.

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How Do I Name a Guardian for My Minor Children?

See how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.

Check Your State

What Are the Burial and Cremation Laws in My State?

See who controls final arrangements, cremation and burial rules, and what your state allows.

Check Your State

How Do I Sign Estate Documents?

Find witness, notary, and remote signing requirements for all 50 states.

Check Requirements

Will My Estate Documents Transfer?

Check if estate planning documents signed in one state are valid in another.

Check Portability

Do I Need a Revocable Trust?

Find out if a revocable trust makes sense based on your state, estate value, and family situation.

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Do I Need a TOD Deed?

Find out if a transfer on death deed can keep your property out of probate.

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Do I Need a Vehicle TOD?

Find out if you can name a beneficiary on your vehicle title to skip probate.

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Can I Self-File Probate?

Whether your state lets you open probate yourself, and what it costs with a lawyer and without one.

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How Do I Get Appointed as Executor?

See the court, petition, bond, and documents needed to be appointed and receive your Letters.

See the Steps

What Are the Creditor Claim Deadlines?

Find creditor claim deadlines, notice requirements, and payment priority order for your state.

Check Deadlines

What Happens When an Estate Is Insolvent?

See the order your state pays an insolvent estate's debts and which claims go unpaid.

Check the Payment Order

How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

See Bank Requirements

How Do I Open a Trust Account at My Bank?

Compare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.

See Bank Requirements

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

Do I Have to File Tax Returns for Someone Who Died?

Find out which tax returns need to be filed after someone dies and whether tax clearance is required.

Check Requirements

What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

Estimate Value

Trust or Will: Which Costs Less?

Compare the cost of probate vs a trust for your state and estate value.

Compare Options

How Do I Settle an Estate?

Personalized plan for settling an estate after someone passes away.

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How Do I Settle a Trust?

Personalized plan for settling a trust after the grantor passes away.

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What Do I Do When Someone Dies?

A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

Get the Checklist

Estate Settlement

Executor Liability in Indiana: Risks and Responsibilities

Executor liability in Indiana: duties, risks, and timelines.

Every state has different rules

Select yours to see the laws, costs, and tools that apply to you.

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As life happens, SimplyTrust

Major life events trigger the need for estate planning. Select a life event to learn what you need to know.

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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Divorce

What divorce does and does not undo: beneficiary designations, your will, powers of attorney, and the one account your ex stays on until you change it.

Learn more