How Does Estate Planning Work in Your State?

Probate costs, will execution requirements, trust rules, and intestate succession for every US state — plus a side-by-side comparison of any two.

Each state has its own probate code, trust laws, and intestacy rules. These variations reflect different historical legal traditions, policy priorities, and legislative decisions. For example, community property states like California handle spousal inheritance differently than common law states like New York.

States with simplified probate procedures and lower filing fees tend to have the lowest costs. Texas, for example, has an independent administration process that minimizes court involvement. States with percentage-based attorney fees (like California) can have higher costs for larger estates.

Yes — reviewing an estate plan after a move is standard practice. While most states honor out-of-state documents, execution requirements (like witness counts and notarization) vary. A will valid in one state may not meet another state's requirements. Trusts are generally more portable across state lines. SimplyTrust uses a structure recognized across states, so one revocable trust moves with you.

Intestate succession is the set of state laws that determine who inherits when someone dies without a will. Each state has its own statute (e.g., Cal. Prob. Code § 6400 et seq.) — in most states, the surviving spouse and children inherit first, followed by parents, siblings, and more distant relatives. Community property states handle spousal inheritance differently than common law states. Enter a state above to see how that state's intestacy rules would distribute the estate.

Nine states follow community property rules: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin (IRS Publication 555). In these states, property acquired during marriage while domiciled in the state is generally owned equally by both spouses. The other 41 states follow common law rules — each spouse owns what they earn or acquire in their own name. This distinction affects how assets pass at death, how much a surviving spouse is entitled to under intestacy, and how trust funding should be structured.

Forms for Planning and Settling an Estate

Free state-specific forms for planning an estate or settling one: a will, living trust, powers of attorney, TOD deed, and every probate form an executor files.

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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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

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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Tools for Planning and Settling an Estate

Free calculators and checklists for planning or settling an estate, by state: will and trust costs, probate, executor and trustee pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

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

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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.

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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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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.

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How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating 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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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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