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Overview Estate Law

Browse all Connecticut attorneys

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 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 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 33 states and the District of Columbia.Connecticut Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Connecticut EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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 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 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, with your state's filing or delivery instructions.Connecticut 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.

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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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Connecticut Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 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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Browse all Connecticut institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Connecticut Residents Connecticut Last Will and Testament Connecticut Pour-Over Will Connecticut Healthcare Power of Attorney Connecticut Financial Power of Attorney Transfer on Death Deed Connecticut Vehicle Transfer on Death Connecticut EIN Application Connecticut Petition for Probate and Letters Notice to Creditors Connecticut Renunciation of Executor Connecticut Affidavit of Heirship Connecticut Small Estate Affidavit Connecticut Estate Inventory Connecticut Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Connecticut Death Certificate Calculator Connecticut Probate Decision Tool Connecticut Estate Settlement Plan Connecticut What to Do When Someone Dies Checklist

I'm an executor

Connecticut Probate Cost Calculator Connecticut Executor Fee Calculator Connecticut Self-File Probate Assessment Connecticut Executor Appointment Guide Connecticut Creditor Claims Deadlines Connecticut Insolvent Estate Calculator Connecticut Personal Property Value Estimator

I'm a trustee

Connecticut Trustee Compensation Calculator Connecticut Trust Settlement Plan

I'm inheriting

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

Connecticut 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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Home→Financial Institutions→Connecticut

Estate Planning and Credit Unions in Connecticut

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

State

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Category

All Categories710 Banks200 Brokerages85 Credit Unions165 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

14 institutions in Credit Unions serving Connecticut

Affinity Federal

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

American Eagle FCU

Credit Union serving Connecticut and Massachusetts

American Eagle FCU

Charter Oak FCU

Credit Union serving Connecticut

Charter Oak FCU

Connex CU

Credit Union serving Connecticut

Connex CU

Sikorsky CU

Credit Union serving Connecticut

Sikorsky CU

Alliant

Credit Union serving all 50 states

Alliant

Connexus

Credit Union serving all 50 states

Connexus

DCU

Credit Union serving all 50 states

DCU

Dow CU

Credit Union serving all 50 states

Dow CU

Navy Federal

Credit Union serving all 50 states

Navy Federal

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Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

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