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Overview Estate Law

Browse all Arizona attorneys

Revocable Living Trust for Arizona ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Arizona Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Arizona Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Arizona Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Arizona Healthcare Power of AttorneyName someone to make medical decisions if you can't.Arizona 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.Arizona Financial Power of AttorneyName someone to manage your finances if you can't.Arizona 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.Arizona Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.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.Arizona Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Arizona Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Arizona Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Arizona Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.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.Arizona 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.Arizona 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.Arizona 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.Arizona 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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I'm planning ahead

Arizona Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Arizona Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Arizona Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Arizona Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Arizona Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Arizona 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.Arizona Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Arizona Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Arizona Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Arizona Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Arizona Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Arizona TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Arizona Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Arizona Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Arizona Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Arizona Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Arizona 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.Arizona Funeral Cost CalculatorSee what a funeral, a burial or a cremation costs in your state, from the median of funeral homes' own price lists.Arizona Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Arizona 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

Arizona Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Arizona Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Arizona Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Arizona Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Arizona Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Arizona Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Arizona 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.Arizona Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Arizona Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Arizona Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Arizona Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Arizona Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Arizona Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Arizona Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Arizona 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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Arizona Agencies

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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Cremation Services Pre-Need Funeral Plans Burial Services Veterans Funeral Services Funeral Transport Spanish-Speaking Funeral Homes Green Burial Jewish Funeral Homes Browse all Arizona funeral homes

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Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Arizona Residents Arizona Last Will and Testament Arizona Codicil to a Will Arizona Pour-Over Will Arizona Healthcare Power of Attorney Arizona HIPAA Release Arizona Financial Power of Attorney Arizona Transfer on Death Deed Lady Bird Deed Arizona Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Arizona Petition for Probate and Letters Arizona Notice to Creditors Arizona Renunciation of Executor Arizona Living Will Affidavit of Heirship Arizona Affidavit of Death Arizona Small Estate Affidavit Arizona Estate Inventory Arizona Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Arizona Death Certificate Calculator Arizona Probate Decision Tool Arizona Joint Tenancy Survivorship Guide Arizona Funeral Cost Calculator Arizona Estate Settlement Plan Arizona What to Do When Someone Dies Checklist

I'm an executor

Arizona Probate Cost Calculator Arizona Executor Fee Calculator Arizona Self-File Probate Assessment Arizona Letters Testamentary Guide Arizona Creditor Claims Deadlines Arizona Insolvent Estate Calculator Arizona Unclaimed Property Claim Guide Arizona Personal Property Value Estimator

I'm a trustee

Arizona Trustee Compensation Calculator Arizona Trust Settlement Plan

I'm inheriting

Arizona Who Inherits Calculator Arizona Estate & Inheritance Tax Calculator Arizona Inheritance Tax Guide Arizona Step-Up Basis Calculator Arizona Post-Death Tax Filing Guide

Arizona Agencies

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)

Funeral Homes

Cremation Services Pre-Need Funeral Plans Burial Services Veterans Funeral Services Funeral Transport Spanish-Speaking Funeral Homes Green Burial Jewish Funeral Homes

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Home→Financial Institutions→Arizona

Estate Planning and Financial Institutions in Arizona

The 40 regional and state-based institutions serving Arizona: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

40 institutions serving Arizona

Alerus

Bank serving the Midwest and Southwest

Alerus

America First

Credit Union serving the West and Southwest

America First

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bankers Trust (Iowa)

Bank serving Iowa, Nebraska and Arizona

Bankers Trust (Iowa)

Bell Bank

Bank serving North Dakota, Minnesota and Arizona

Bell Bank

BMO

Bank serving the West, Midwest, and more

BMO

BOK Financial

Bank serving the Southwest, Midwest, and more

BOK Financial

Busey

Bank serving the Southwest, Midwest, and more

Busey

Columbia Bank

Bank serving the West and Southwest

Columbia Bank

Commerce Bank

Bank serving the Midwest, Southwest, and more

Commerce Bank

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

CrossFirst Bank

Bank serving the Southwest, Midwest, and more

CrossFirst Bank

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Desert Financial

Credit Union serving Arizona

Desert Financial

Farm Bureau Financial

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

Firefighters First

Credit Union serving the Southwest, West, and more

Firefighters First

First Intl Bank

Bank serving the Midwest and Southwest

First Intl Bank

First Western Trust

Bank serving the West and Southwest

First Western Trust

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