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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.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.

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Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.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.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

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Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.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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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 Living Will

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

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Who Inherits Calculator Estate & Inheritance Tax Calculator Inheritance Tax Guide Step-Up Basis Calculator Inherited IRA Withdrawal Rules Post-Death Tax Filing Guide

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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→Estate Planning

Estate Planning at Banks, Brokerages, and Insurers

Each institution's own estate planning page: how to name or change beneficiaries, how to retitle accounts into a revocable trust, and which transfer method each account type uses at death.

All Planning ahead Settling an estate

State

All States Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

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

710 institutions

Assurity

Beneficiaries by phone, trust funding by mail and 16 account types

Assurity

AST

Beneficiary designations, trust funding by mail and 3 account types

AST

Athene

Beneficiaries online, trust funding by mail and 14 account types

Athene

Atlantic FCU

Beneficiaries in branch, trust funding in branch and 16 account types

Atlantic FCU

Atlantic Union

Beneficiaries in branch, trust funding in branch and 17 account types

Atlantic Union

Auto-Owners Life

Beneficiaries in branch, trust funding in branch and 5 account types

Auto-Owners Life

Avant

2 account types

Avant

Avantax

Beneficiaries in branch, trust funding in branch and 13 account types

Avantax

Axos

Beneficiaries online, trust funding online and 29 account types

Axos

Baird

Beneficiaries in branch, trust funding in branch and 17 account types

Baird

Bakkt

4 account types

Bakkt

Baltimore Life

Beneficiaries by phone, trust funding by mail and 12 account types

Baltimore Life

Banc of California

Beneficiaries in branch, trust funding in branch and 14 account types

Banc of California

BancFirst

Beneficiaries in branch, trust funding in branch and 16 account types

BancFirst

Banco Popular

8 account types

Banco Popular

Bangor Savings

Beneficiaries in branch, trust funding in branch and 15 account types

Bangor Savings

Bank of America

Beneficiaries online, trust funding in branch and 17 account types

Bank of America

Bank of Hawaii

Beneficiaries in branch, trust funding in branch and 25 account types

Bank of Hawaii

Bank of Hope

Beneficiaries in branch, trust funding in branch and 21 account types

Bank of Hope

Bank of the Sierra

Beneficiaries in branch, trust funding in branch and 16 account types

Bank of the Sierra

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Revocable Living Trust
Last Will and Testament
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Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
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Living Will
Forms for Planning Your Estate
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