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Revocable Living Trust for Illinois ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Illinois Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Illinois Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Illinois Healthcare Power of AttorneyName someone to make medical decisions if you can't.Illinois Financial Power of AttorneyName someone to manage your finances if you can't.Illinois Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 33 states and the District of Columbia.Illinois Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Illinois EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Illinois Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Illinois Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Illinois Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.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.Illinois 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.Illinois Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Illinois Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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
Illinois Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Illinois Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Illinois Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Illinois Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Illinois Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Illinois 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.Illinois Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Illinois Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Illinois Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Illinois Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Illinois TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Illinois Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Illinois Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Illinois Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Illinois Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Illinois Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Illinois 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
Illinois Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Illinois Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Illinois Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Illinois Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Illinois Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Illinois Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Illinois Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Illinois Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Illinois Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Illinois Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Illinois Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Illinois Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Illinois Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Illinois 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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Illinois 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 Trust for Illinois ResidentsIllinois Last Will and TestamentIllinois Pour-Over WillIllinois Healthcare Power of AttorneyIllinois Financial Power of AttorneyIllinois Transfer on Death DeedIllinois Vehicle Transfer on DeathIllinois EIN ApplicationIllinois Petition for Probate and LettersIllinois Notice to CreditorsIllinois Renunciation of ExecutorAffidavit of HeirshipIllinois Small Estate AffidavitIllinois Estate InventoryIllinois Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Illinois Estate Planning Cost CalculatorIllinois Revocable Living Trust Cost CalculatorIllinois Will Cost CalculatorIllinois Life Insurance CalculatorIllinois Beneficiary Designation CheckerIllinois Name a Guardian GuideIllinois Burial & Cremation Law GuideIllinois Signing Requirements CheckerIllinois Document Portability CheckerIllinois Trust Need AssessmentIllinois TOD Deed AssessmentIllinois Vehicle TOD AssessmentIllinois Trust or Will Decision Tool
Someone I love died
Illinois Death Certificate CalculatorIllinois Probate Decision ToolIllinois Estate Settlement PlanIllinois What to Do When Someone Dies Checklist
I'm an executor
Illinois Probate Cost CalculatorIllinois Executor Fee CalculatorIllinois Self-File Probate AssessmentIllinois Executor Appointment GuideIllinois Creditor Claims DeadlinesIllinois Insolvent Estate CalculatorIllinois Personal Property Value Estimator
I'm a trustee
Illinois Trustee Compensation CalculatorIllinois Trust Settlement Plan
I'm inheriting
Illinois Who Inherits CalculatorIllinois Estate & Inheritance Tax CalculatorIllinois Inheritance Tax GuideIllinois Step-Up Basis CalculatorIllinois Post-Death Tax Filing Guide
Illinois 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→Illinois

Estate Planning and Financial Institutions in Illinois

Estate planning procedures for financial institutions serving Illinois. Find how to add beneficiaries, fund trusts, and file death claims.

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

413 institutions serving Illinois

Associated Bank

Associated Bank logo

Bank serving the Midwest

Associated Bank

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bank of Hope

Bank of Hope logo

Bank serving the West, Southeast, and more

Bank of Hope

BCU

BCU logo

Credit Union serving Illinois, Wisconsin and Minnesota

BCU

BMO

BMO logo

Bank serving the West, Midwest, and more

BMO

Busey

Busey logo

Bank serving the Southwest, Midwest, and more

Busey

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

CEFCU

CEFCU logo

Credit Union serving Illinois and California

CEFCU

Central Bank

Central Bank logo

Bank serving the Midwest, Southwest, and more

Central Bank

CIBC US

CIBC US logo

Bank serving the Midwest and Southeast

CIBC US

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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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