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ArticlesNewsLife Events
EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare 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.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Estate InventoryPrepare 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.Estate ClosingPrepare 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.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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Someone I love died
Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Social Security Survivor BenefitsWhich Social Security survivor benefit a spouse, former spouse, child or parent can get, what share it pays, and the lump-sum death payment.Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Estate Account Opening GuideCompare estate-account opening requirements bank by bank: channels, required documents, and steps.Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Gift Tax CalculatorWhether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.Inherited IRA RMD CalculatorThe required minimum distribution on an inherited IRA, Roth IRA, or 401(k), from the prior year-end balance and the life expectancy table.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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State Benefit Programs
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Section
State
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Articles
ArticlesNewsLife Events
Forms
EIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersNotice to CreditorsRenunciation of ExecutorAffidavit of HeirshipAffidavit of DeathSmall Estate AffidavitEstate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
Someone I love died
Death Certificate CalculatorProbate Decision ToolJoint Tenancy Survivorship GuideSocial Security Survivor BenefitsEstate Settlement PlanWhat to Do When Someone Dies Checklist
I'm an executor
Probate Cost CalculatorExecutor Fee CalculatorSelf-File Probate AssessmentLetters Testamentary GuideCreditor Claims DeadlinesInsolvent Estate CalculatorUnclaimed Property Claim GuideEstate Account Opening GuidePersonal Property Value Estimator
I'm a trustee
Trustee Compensation CalculatorTrust Settlement Plan
I'm inheriting
Who Inherits CalculatorEstate & Inheritance Tax CalculatorGift Tax CalculatorInheritance Tax GuideStep-Up Basis CalculatorInherited IRA Withdrawal RulesInherited IRA RMD CalculatorPost-Death Tax Filing Guide
State Benefit Programs
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Home→Agencies

Estate Settlement Agencies

Government agencies to contact when someone dies. Death notification procedures, survivor benefits, required documents, and contact information for federal and state agencies.

All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories300Federal Benefits36Federal Tax2Military & Veterans8State Benefits255

300 agencies

Arizona Department of Revenue, Unclaimed Property Unit

Arizona

Arizona Department of Revenue, Unclaimed Property Unit

Arizona Health Care Cost Containment System (AHCCCS), Estate Recovery

Arizona

Arizona Health Care Cost Containment System (AHCCCS), Estate Recovery

Arizona State Retirement System (ASRS) and Public Safety Personnel Retirement System (PSPRS)

Arizona

Arizona State Retirement System (ASRS) and Public Safety Personnel Retirement System (PSPRS)

Arkansas Auditor of State, Unclaimed Property Division

Arkansas

Arkansas Auditor of State, Unclaimed Property Division

Arkansas Department of Health - Vital Records

Arkansas

Arkansas Department of Health - Vital Records

Arkansas Department of Human Services, Third Party Liability Unit, Decedents' Estates (Medicaid Estate Recovery)

Arkansas

Arkansas Department of Human Services, Third Party Liability Unit, Decedents' Estates (Medicaid Estate Recovery)

Arkansas Division of Reemployment, Unemployment Insurance

Arkansas

Arkansas Division of Reemployment, Unemployment Insurance

Arkansas Public Employees Retirement System (APERS) and Arkansas Teacher Retirement System (ATRS)

Arkansas

Arkansas Public Employees Retirement System (APERS) and Arkansas Teacher Retirement System (ATRS)

Cabinet for Health and Family Services, Department for Medicaid Services, Estate Recovery

Kentucky

Cabinet for Health and Family Services, Department for Medicaid Services, Estate Recovery

California Department of Health Care Services, Estate Recovery Program

California

California Department of Health Care Services, Estate Recovery Program

California Department of Public Health - Vital Records

California

California Department of Public Health - Vital Records

California Employment Development Department (EDD)

California

California Employment Development Department (EDD)

California State Controller's Office, Unclaimed Property Division

California

California State Controller's Office, Unclaimed Property Division

CalPERS and CalSTRS

California

CalPERS and CalSTRS

Colorado Department of Health Care Policy and Financing, Estate Recovery

Colorado

Colorado Department of Health Care Policy and Financing, Estate Recovery

Colorado Department of Labor and Employment, Division of Unemployment Insurance

Colorado

Colorado Department of Labor and Employment, Division of Unemployment Insurance

Colorado Department of Public Health and Environment - Vital Records

Colorado

Colorado Department of Public Health and Environment - Vital Records

Colorado Department of the Treasury, Great Colorado Payback (Unclaimed Property)

Colorado

Colorado Department of the Treasury, Great Colorado Payback (Unclaimed Property)

Colorado Public Employees' Retirement Association (Colorado PERA)

Colorado

Colorado Public Employees' Retirement Association (Colorado PERA)

Comptroller of Maryland, Unclaimed Property Division

Maryland

Comptroller of Maryland, Unclaimed Property Division

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Forms

  • EIN Application
  • IRS Form 56
  • IRS Form 1310
  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
  • Affidavit of Heirship
  • Affidavit of Death
  • Small Estate Affidavit
  • Estate Inventory
  • Estate Closing
  • Letter of Instruction
  • Digital Assets Recovery Letter
  • Forms for When Someone Dies
  • Forms for Estate Executors
  • Forms for Trustees
  • Forms for Heirs and Beneficiaries
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Tools

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SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. Laws, fees, forms, and office details change. Information here may contain errors or be out of date; confirm current requirements with the relevant court, agency, brand, or statute before acting. For advice tailored to your circumstances, consult a licensed attorney in your state.

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