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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 Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.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 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.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 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.California 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.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.California 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.California 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.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, composed to your state's statute, with the state's filing or delivery instructions.California 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
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 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.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 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.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 AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.California Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.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 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.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.
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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)
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Revocable Living Trust for California ResidentsCalifornia Last Will and TestamentCalifornia Codicil to a WillCalifornia Pour-Over WillCalifornia Healthcare Power of AttorneyCalifornia HIPAA ReleaseCalifornia Financial Power of AttorneyCalifornia Transfer on Death DeedLady Bird DeedCalifornia Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310California Petition for Probate and LettersCalifornia Notice to CreditorsCalifornia Renunciation of ExecutorCalifornia Living WillAffidavit of HeirshipCalifornia Affidavit of DeathCalifornia 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 Avoid Probate GuideCalifornia TOD Deed AssessmentCalifornia Vehicle TOD AssessmentCalifornia Trust or Will Decision Tool
Someone I love died
California Death Certificate CalculatorCalifornia Probate Decision ToolCalifornia Joint Tenancy Survivorship GuideCalifornia 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 Letters Testamentary GuideCalifornia Creditor Claims DeadlinesCalifornia Insolvent Estate CalculatorCalifornia Unclaimed Property Claim GuideCalifornia 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)
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Home→Financial Institutions→California

Estate Planning and Financial Institutions in California

The 65 regional and state-based institutions serving California: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

65 institutions serving California

UMB Bank

UMB Bank logo

Bank serving the Midwest, Southwest, and more

UMB Bank

Valley

Valley logo

Bank serving the Southeast, Northeast, and more

Valley

WaFd Bank

WaFd Bank logo

Bank serving the West and Southwest

WaFd Bank

Westamerica Bank

Westamerica Bank logo

Bank serving California

Westamerica Bank

Western Alliance

Western Alliance logo

Bank serving Arizona, California and Nevada

Western Alliance

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