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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

Black Hills FCU

Black Hills FCU logo

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

Black Hills FCU

BlackRock

BlackRock logo

Beneficiaries online, trust funding online and 17 account types

BlackRock

Blue FCU

Blue FCU logo

Beneficiaries in branch, trust funding in branch and 20 account types

Blue FCU

Bluevine

Bluevine logo

Beneficiaries by phone, trust funding and 8 account types

Bluevine

BMO

BMO logo

Beneficiaries online, trust funding in branch and 18 account types

BMO

BMW Financial Services

BMW Financial Services logo

2 account types

BMW Financial Services

BNY

BNY logo

Beneficiaries online, trust funding in branch and 11 account types

BNY

BOK Financial

BOK Financial logo

Beneficiaries in branch, trust funding in branch and 18 account types

BOK Financial

BPAS

BPAS logo

Beneficiaries online, trust funding and 17 account types

BPAS

Brazos

Brazos logo

3 account types

Brazos

Bread Savings

Bread Savings logo

Beneficiaries online, trust funding online and 6 account types

Bread Savings

Bridgecrest

Bridgecrest logo

2 account types

Bridgecrest

Brighthouse

Brighthouse logo

Beneficiaries online, trust funding by mail and 10 account types

Brighthouse

Broadridge

Broadridge logo

Beneficiaries online, trust funding online and 3 account types

Broadridge

Broadview FCU

Broadview FCU logo

Beneficiaries in branch, trust funding in branch and 18 account types

Broadview FCU

Beacon Bank

Beacon Bank logo

Beneficiaries in branch, trust funding in branch and 24 account types

Beacon Bank

Brooklyn Coop

Brooklyn Coop logo

Beneficiaries in branch, trust funding in branch and 8 account types

Brooklyn Coop

BSI Financial

BSI Financial logo

1 account type

BSI Financial

Busey

Busey logo

Beneficiaries in branch, trust funding in branch and 24 account types

Busey

Cadence Bank

Cadence Bank logo

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

Cadence Bank

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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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