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Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Living WillState 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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I'm planning ahead

Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

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 Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau 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 Program Drug 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 Corps Office 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 Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.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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Estate Planning Estate Settlement All digital assets

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Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Articles

Articles News Life Events

Forms

Revocable Living Trust Last Will and Testament Pour-Over Will Healthcare Power of Attorney Codicil to a Will HIPAA Release Financial Power of Attorney Transfer on Death Deed Lady Bird Deed Vehicle Transfer on Death Living Will

I'm planning ahead

Estate Planning Cost Calculator Revocable Living Trust Cost Calculator Will Cost Calculator Life Insurance Calculator Beneficiary Designation Checker State Estate Law Guide Estate Planning Service Comparison Name a Guardian Guide Burial & Cremation Law Guide Signing Requirements Checker Document Portability Checker Trust Need Assessment TOD Deed Assessment Vehicle TOD Assessment Trust Account Opening Guide Trust or Will Decision Tool

I'm inheriting

Who Inherits Calculator Estate & Inheritance Tax Calculator Gift Tax Calculator Inheritance Tax Guide Step-Up Basis Calculator Inherited IRA Withdrawal Rules Inherited IRA RMD Calculator Post-Death Tax Filing Guide

State Benefit Programs

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau 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 Program Drug 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 Corps Office 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 Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.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→Digital Assets→Planning Ahead

Planning Ahead for Online Accounts and Digital Assets

Each program's own planning page: whether it offers a legacy contact or inactive-account setting, what its terms say about transferring an account, and what to record for the person who will settle it.

All Planning ahead Settling an estate

Category

All Categories183 Travel Rewards17 Hotel Points8 Credit Card Points4 Domains & Hosting9 Design Tools8 Streaming Services11 Cloud Storage5 Social Media11 Gaming14 Email Accounts2 Payment Platforms2 Artificial Intelligence3 Marketplaces & Resale24 Creator Platforms14 Developer & Cloud4 Productivity4 Account Ecosystems4 Retail Rewards10 Dining Rewards10 Fuel & Grocery Rewards3 Media Libraries3 Advertising4 Gig & Delivery10 Subscription Boxes3 Telecom Rewards3 Automotive Rewards3

183 programs

1Password

No successor designation

1Password

Adobe Stock (Contributor)

No successor designation

Adobe Stock (Contributor)

Adobe Creative Cloud

No successor designation

Adobe Creative Cloud

Air Canada Aeroplan

No successor designation; lifetime family pooling and transfers to another member

Air Canada Aeroplan

Airbnb

No successor designation; lifetime authorized users

Airbnb

Airtable

No successor designation; lifetime transferring the account

Airtable

Alaska Airlines Atmos Rewards

No successor designation; lifetime transfers to another member and gift purchases

Alaska Airlines Atmos Rewards

Albertsons for U

No successor designation; lifetime family pooling

Albertsons for U

Amazon Flex

No successor designation

Amazon Flex

Amazon Seller Central

No successor designation

Amazon Seller Central

Amazon

No successor designation; lifetime family pooling

Amazon

American Airlines AAdvantage

No successor designation; lifetime gift purchases and authorized users

American Airlines AAdvantage

American Express Membership Rewards

No successor designation; lifetime transfers to a partner program and authorized users

American Express Membership Rewards

Amtrak Guest Rewards

No successor designation; lifetime transfers to another member and gift purchases

Amtrak Guest Rewards

Apple Books

No successor designation; lifetime family pooling

Apple Books

Apple Music

No successor designation; lifetime family pooling

Apple Music

Apple TV

No successor designation; lifetime family pooling

Apple TV

Apple Account (iCloud)

Legacy Contact can be set up in advance

Apple Account (iCloud)

AT&T

No successor designation; lifetime transferring the account and authorized users

AT&T

Audible

No successor designation

Audible

1 2...10

2...10

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Forms

Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
Forms for Planning Your Estate
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Who Inherits
Settle an Estate
Estate Tax Calculator
Life Insurance
Tools for Planning Your Estate
Tools for Heirs and Beneficiaries
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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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