Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
Estate PlanningEstate SettlementAll resources
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All states
OverviewEstate Law
Browse all California attorneys
Revocable Living Trust for California ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.California Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.California Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.California Healthcare Power of AttorneyName someone to make medical decisions if you can't.California Financial Power of AttorneyName someone to manage your finances if you can't.California Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 33 states and the District of Columbia.California Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.California EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.California Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.California Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.California 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.California 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.California Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.California Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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.
Browse all forms
I'm planning ahead
California Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.California Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.California Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.California Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.California Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.California 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.California Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.California Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.California Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.California Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.California TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.California Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.California Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
California Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.California Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.California Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.California 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
California Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.California Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.California Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.California Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.California Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.California Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.California Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
California Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.California Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
California Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.California Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.California Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.California Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.California Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
Browse all tools
California Agencies
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)
Browse all agencies
Browse all California institutions
Estate PlanningEstate SettlementAll resources
Switch state
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All states
OverviewEstate Law
Forms
Revocable Living Trust for California ResidentsCalifornia Last Will and TestamentCalifornia Pour-Over WillCalifornia Healthcare Power of AttorneyCalifornia Financial Power of AttorneyCalifornia Transfer on Death DeedCalifornia Vehicle Transfer on DeathCalifornia EIN ApplicationCalifornia Petition for Probate and LettersCalifornia Notice to CreditorsCalifornia Renunciation of ExecutorAffidavit of HeirshipCalifornia Small Estate AffidavitCalifornia Estate InventoryCalifornia Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
California Estate Planning Cost CalculatorCalifornia Revocable Living Trust Cost CalculatorCalifornia Will Cost CalculatorCalifornia Life Insurance CalculatorCalifornia Beneficiary Designation CheckerCalifornia Name a Guardian GuideCalifornia Burial & Cremation Law GuideCalifornia Signing Requirements CheckerCalifornia Document Portability CheckerCalifornia Trust Need AssessmentCalifornia TOD Deed AssessmentCalifornia Vehicle TOD AssessmentCalifornia Trust or Will Decision Tool
Someone I love died
California Death Certificate CalculatorCalifornia Probate Decision ToolCalifornia Estate Settlement PlanCalifornia What to Do When Someone Dies Checklist
I'm an executor
California Probate Cost CalculatorCalifornia Executor Fee CalculatorCalifornia Self-File Probate AssessmentCalifornia Executor Appointment GuideCalifornia Creditor Claims DeadlinesCalifornia Insolvent Estate CalculatorCalifornia Personal Property Value Estimator
I'm a trustee
California Trustee Compensation CalculatorCalifornia Trust Settlement Plan
I'm inheriting
California Who Inherits CalculatorCalifornia Estate & Inheritance Tax CalculatorCalifornia Inheritance Tax GuideCalifornia Step-Up Basis CalculatorCalifornia Post-Death Tax Filing Guide
California Agencies
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)
Browse all California attorneysBrowse all formsBrowse all toolsBrowse all agenciesBrowse all California institutions
Home→Financial Institutions→California

Estate Planning and Financial Institutions in California

Estate planning procedures for financial institutions serving California. Find how to add beneficiaries, fund trusts, and file death claims.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories710Banks200Brokerages85Credit Unions165Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

438 institutions serving California

America First

America First logo

Credit Union serving the West and Southwest

America First

Arrowhead CU

Arrowhead CU logo

Credit Union serving California

Arrowhead CU

Banc of California

Banc of California logo

Bank serving California

Banc of California

Bank of Hope

Bank of Hope logo

Bank serving the West, Southeast, and more

Bank of Hope

Bank of the Sierra

Bank of the Sierra logo

Bank serving California

Bank of the Sierra

Bank OZK

Bank OZK logo

Bank serving the Southeast, Southwest, and more

Bank OZK

Banner Bank

Banner Bank logo

Bank serving the West

Banner Bank

BMO

BMO logo

Bank serving the West, Midwest, and more

BMO

California CU

California CU logo

Credit Union serving California

California CU

CalPERS

CalPERS logo

State Pension System serving California

CalPERS

...
...
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Settle an Estate
  • Estate Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Contact
  • Create a Trust

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.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.