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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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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.

AllPlanning aheadSettling an estate
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

710 institutions

Bank OZK

Bank OZK logo

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

Bank OZK

Bankers Fidelity

Bankers Fidelity logo

Beneficiaries by phone, trust funding by mail and 8 account types

Bankers Fidelity

Bankers Life

Bankers Life logo

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

Bankers Life

BankUnited

BankUnited logo

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

BankUnited

Banner Bank

Banner Bank logo

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

Banner Bank

Bar Harbor Bank

Bar Harbor Bank logo

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

Bar Harbor Bank

Barclays US

Barclays US logo

Beneficiaries online, trust funding and 5 account types

Barclays US

BCU

BCU logo

Beneficiaries online, trust funding in branch and 19 account types

BCU

Bayer Heritage

Bayer Heritage logo

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

Bayer Heritage

Beacon Pointe

Beacon Pointe logo

Beneficiaries online, trust funding in branch and 15 account types

Beacon Pointe

BECU

BECU logo

Beneficiaries online, trust funding in branch and 20 account types

BECU

Bell Bank

Bell Bank logo

Beneficiaries in branch, trust funding in branch and 11 account types

Bell Bank

Bellco

Bellco logo

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

Bellco

Bellwether CU

Bellwether CU logo

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

Bellwether CU

Berkshire Hathaway Life

Berkshire Hathaway Life logo

Beneficiaries by phone, trust funding and 5 account types

Berkshire Hathaway Life

Best Egg

Best Egg logo

4 account types

Best Egg

Betterment

Betterment logo

Beneficiaries online, trust funding online and 15 account types

Betterment

Binance.US

Binance.US logo

Trust funding online and 6 account types

Binance.US

BitGo

BitGo logo

Beneficiary designations, trust funding online and 11 account types

BitGo

Bitstamp

Bitstamp logo

Trust funding and 5 account types

Bitstamp

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SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. Laws, fees, forms, and office details change. Information here may contain errors or be out of date; confirm current requirements with the relevant court, agency, brand, or statute before acting. For advice tailored to your circumstances, consult a licensed attorney in your state.

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