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OverviewEstate Law
Browse all District of Columbia attorneys
Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.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.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.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.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.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.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.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.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
District of Columbia Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.District of Columbia Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.District of Columbia Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.District of Columbia Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.District of Columbia Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.District of Columbia 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.District of Columbia Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.District of Columbia Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.District of Columbia Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.District of Columbia Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.District of Columbia TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.District of Columbia Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.District of Columbia Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
District of Columbia Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.District of Columbia Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.District of Columbia Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.District of Columbia 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
District of Columbia Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.District of Columbia Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.District of Columbia Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.District of Columbia Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.District of Columbia Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.District of Columbia Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.District of Columbia Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
District of Columbia Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.District of Columbia Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
District of Columbia Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.District of Columbia Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.District of Columbia Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.District of Columbia Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.District of Columbia 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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District of Columbia 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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OverviewEstate Law
Forms
Revocable Living TrustLast Will and TestamentPour-Over WillHealthcare Power of AttorneyFinancial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathEIN ApplicationPetition for Probate and LettersNotice to CreditorsRenunciation of ExecutorLiving WillAffidavit of HeirshipSmall Estate AffidavitEstate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
District of Columbia Estate Planning Cost CalculatorDistrict of Columbia Revocable Living Trust Cost CalculatorDistrict of Columbia Will Cost CalculatorDistrict of Columbia Life Insurance CalculatorDistrict of Columbia Beneficiary Designation CheckerDistrict of Columbia Name a Guardian GuideDistrict of Columbia Burial & Cremation Law GuideDistrict of Columbia Signing Requirements CheckerDistrict of Columbia Document Portability CheckerDistrict of Columbia Trust Need AssessmentDistrict of Columbia TOD Deed AssessmentDistrict of Columbia Vehicle TOD AssessmentDistrict of Columbia Trust or Will Decision Tool
Someone I love died
District of Columbia Death Certificate CalculatorDistrict of Columbia Probate Decision ToolDistrict of Columbia Estate Settlement PlanDistrict of Columbia What to Do When Someone Dies Checklist
I'm an executor
District of Columbia Probate Cost CalculatorDistrict of Columbia Executor Fee CalculatorDistrict of Columbia Self-File Probate AssessmentDistrict of Columbia Executor Appointment GuideDistrict of Columbia Creditor Claims DeadlinesDistrict of Columbia Insolvent Estate CalculatorDistrict of Columbia Personal Property Value Estimator
I'm a trustee
District of Columbia Trustee Compensation CalculatorDistrict of Columbia Trust Settlement Plan
I'm inheriting
District of Columbia Who Inherits CalculatorDistrict of Columbia Estate & Inheritance Tax CalculatorDistrict of Columbia Inheritance Tax GuideDistrict of Columbia Step-Up Basis CalculatorDistrict of Columbia Post-Death Tax Filing Guide
District of Columbia 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→District of Columbia

Estate Planning and Financial Institutions in District of Columbia

The 15 regional and state-based institutions serving District of Columbia: 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 Categories710Banks200Brokerages85Credit Unions165Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

15 institutions serving District of Columbia

Andrews FCU

Andrews FCU logo

Credit Union serving the Northeast and Southeast

Andrews FCU

Atlantic Union

Atlantic Union logo

Bank serving the Northeast and Southeast

Atlantic Union

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

City National

City National logo

Bank serving the Southeast, West, and more

City National

Congressional FCU

Congressional FCU logo

Credit Union serving District of Columbia, Virginia and Maryland

Congressional FCU

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

EagleBank

EagleBank logo

Bank serving Maryland, Virginia and District of Columbia

EagleBank

Erie Insurance

Erie Insurance logo

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

HSBC

HSBC logo

Bank serving the Northeast, West, and more

HSBC

M&T Bank

M&T Bank logo

Bank serving the Northeast and Southeast

M&T Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

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Forms

  • Revocable Living Trust
  • Last Will and Testament
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