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Overview Estate Law

Browse all Georgia attorneys

Revocable Living Trust for Georgia ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Georgia Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Georgia Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Georgia Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Georgia Healthcare Power of AttorneyName someone to make medical decisions if you can't.Georgia HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Georgia Financial Power of AttorneyName someone to manage your finances if you can't.Georgia Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.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.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Georgia Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Georgia Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Georgia Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Georgia Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Georgia 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.Georgia Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Georgia 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.Georgia 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.Georgia 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

Georgia Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Georgia Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Georgia Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Georgia Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Georgia Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Georgia 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.Georgia Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Georgia Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Georgia Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Georgia Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Georgia Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Georgia TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Georgia Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Georgia Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Georgia Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Georgia Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Georgia Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Georgia Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Georgia 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

Georgia Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Georgia Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Georgia Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Georgia Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Georgia Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Georgia Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Georgia Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Georgia Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Georgia Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Georgia Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Georgia Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Georgia Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Georgia Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Georgia Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Georgia 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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Georgia 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 Georgia institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Georgia Residents Georgia Last Will and Testament Georgia Codicil to a Will Georgia Pour-Over Will Georgia Healthcare Power of Attorney Georgia HIPAA Release Georgia Financial Power of Attorney Georgia Transfer on Death Deed Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Georgia Petition for Probate and Letters Georgia Notice to Creditors Georgia Renunciation of Executor Georgia Living Will Georgia Affidavit of Heirship Georgia Affidavit of Death Georgia Small Estate Affidavit Georgia Estate Inventory Georgia Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Georgia Death Certificate Calculator Georgia Probate Decision Tool Georgia Joint Tenancy Survivorship Guide Georgia Estate Settlement Plan Georgia What to Do When Someone Dies Checklist

I'm an executor

Georgia Probate Cost Calculator Georgia Executor Fee Calculator Georgia Self-File Probate Assessment Georgia Letters Testamentary Guide Georgia Creditor Claims Deadlines Georgia Insolvent Estate Calculator Georgia Unclaimed Property Claim Guide Georgia Personal Property Value Estimator

I'm a trustee

Georgia Trustee Compensation Calculator Georgia Trust Settlement Plan

I'm inheriting

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

Georgia 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)

Browse all Georgia attorneys Browse all forms Browse all tools Browse all agencies Browse all Georgia institutions

Home→Financial Institutions→Georgia

Estate Planning and Financial Institutions in Georgia

The 42 regional and state-based institutions serving Georgia: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 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

42 institutions serving Georgia

Addition Financial

Credit Union serving Florida and Georgia

Addition Financial

Ameris Bank

Bank serving the Southeast and Northeast

Ameris Bank

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bank of Hope

Bank serving the West, Southeast, and more

Bank of Hope

Bank OZK

Bank serving the Southeast, Southwest, and more

Bank OZK

BankUnited

Bank serving the Southeast, Northeast, and more

BankUnited

Cadence Bank

Bank serving the Southeast, Southwest, and more

Cadence Bank

City National

Bank serving the Southeast, West, and more

City National

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Delta Community CU

Credit Union serving the Southeast, Southwest, and more

Delta Community CU

East West Bank

Bank serving the West, Northeast, and more

East West Bank

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First Horizon

Bank serving the Southeast, Northeast, and more

First Horizon

FirstBank (Tennessee)

Bank serving the Southeast

FirstBank (Tennessee)

Georgia's Own

Credit Union serving Georgia

Georgia's Own

Hanmi

Bank serving the West, Southeast, and more

Hanmi

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

LGE Community CU

Credit Union serving Georgia

LGE Community CU

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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