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Revocable Living Trust for Connecticut ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Connecticut Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Connecticut Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Connecticut Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Connecticut Healthcare Power of AttorneyName someone to make medical decisions if you can't.Connecticut 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.Connecticut 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.Connecticut 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.Connecticut Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Connecticut Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Connecticut Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Connecticut 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.Connecticut 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.Connecticut 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.Connecticut 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.Connecticut 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
Connecticut Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Connecticut Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Connecticut Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Connecticut Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Connecticut Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Connecticut 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.Connecticut Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Connecticut Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Connecticut Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Connecticut Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Connecticut 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.Connecticut TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Connecticut Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Connecticut Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Connecticut Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Connecticut Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Connecticut 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.Connecticut Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Connecticut 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
Connecticut Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Connecticut Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Connecticut Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Connecticut Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Connecticut Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Connecticut Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Connecticut 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.Connecticut Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Connecticut Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Connecticut Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Connecticut Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Connecticut Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Connecticut Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Connecticut Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Connecticut 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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Connecticut 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 Connecticut ResidentsConnecticut Last Will and TestamentConnecticut Codicil to a WillConnecticut Pour-Over WillConnecticut Healthcare Power of AttorneyConnecticut HIPAA ReleaseConnecticut Financial Power of AttorneyTransfer on Death DeedLady Bird DeedConnecticut Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Connecticut Petition for Probate and LettersNotice to CreditorsConnecticut Renunciation of ExecutorConnecticut Living WillConnecticut Affidavit of HeirshipConnecticut Affidavit of DeathConnecticut Small Estate AffidavitConnecticut Estate InventoryConnecticut Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Connecticut Estate Planning Cost CalculatorConnecticut Revocable Living Trust Cost CalculatorConnecticut Will Cost CalculatorConnecticut Life Insurance CalculatorConnecticut Beneficiary Designation CheckerConnecticut Name a Guardian GuideConnecticut Burial & Cremation Law GuideConnecticut Signing Requirements CheckerConnecticut Document Portability CheckerConnecticut Trust Need AssessmentConnecticut Avoid Probate GuideConnecticut TOD Deed AssessmentConnecticut Vehicle TOD AssessmentConnecticut Trust or Will Decision Tool
Someone I love died
Connecticut Death Certificate CalculatorConnecticut Probate Decision ToolConnecticut Joint Tenancy Survivorship GuideConnecticut Estate Settlement PlanConnecticut What to Do When Someone Dies Checklist
I'm an executor
Connecticut Probate Cost CalculatorConnecticut Executor Fee CalculatorConnecticut Self-File Probate AssessmentConnecticut Letters Testamentary GuideConnecticut Creditor Claims DeadlinesConnecticut Insolvent Estate CalculatorConnecticut Unclaimed Property Claim GuideConnecticut Personal Property Value Estimator
I'm a trustee
Connecticut Trustee Compensation CalculatorConnecticut Trust Settlement Plan
I'm inheriting
Connecticut Who Inherits CalculatorConnecticut Estate & Inheritance Tax CalculatorConnecticut Inheritance Tax GuideConnecticut Step-Up Basis CalculatorConnecticut Post-Death Tax Filing Guide
Connecticut 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→Connecticut

Estate Planning and Financial Institutions in Connecticut

The 21 regional and state-based institutions serving Connecticut: 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

21 institutions serving Connecticut

Affinity Federal

Affinity Federal logo

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

American Eagle FCU

American Eagle FCU logo

Credit Union serving Connecticut and Massachusetts

American Eagle FCU

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Centreville Bank

Centreville Bank logo

Bank serving Rhode Island and Connecticut

Centreville Bank

Charter Oak FCU

Charter Oak FCU logo

Credit Union serving Connecticut

Charter Oak FCU

Citibank

Citibank logo

Bank serving the Northeast, West, and more

Citibank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Connex CU

Connex CU logo

Credit Union serving Connecticut

Connex CU

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Eastern

Eastern logo

Bank serving the Northeast

Eastern

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

Liberty Bank (Connecticut)

Liberty Bank (Connecticut) logo

Bank serving Connecticut and Massachusetts

Liberty Bank (Connecticut)

M&T Bank

M&T Bank logo

Bank serving the Northeast and Southeast

M&T Bank

NBT Bank

NBT Bank logo

Bank serving the Northeast

NBT Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

Santander

Santander logo

Bank serving the Northeast and Southeast

Santander

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Sikorsky CU

Sikorsky CU logo

Credit Union serving Connecticut

Sikorsky CU

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

Washington Trust

Washington Trust logo

Bank serving Rhode Island and Connecticut

Washington Trust

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