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Overview Estate Law

Browse all Indiana attorneys

Revocable Living Trust for Indiana ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Indiana Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Indiana Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Indiana Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Indiana Healthcare Power of AttorneyName someone to make medical decisions if you can't.Indiana 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.Indiana Financial Power of AttorneyName someone to manage your finances if you can't.Indiana 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.Indiana 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.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Indiana Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Indiana Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Indiana Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Indiana 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.Indiana 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.Indiana 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.Indiana 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.Indiana 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

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

Someone I love died

Indiana Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Indiana Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Indiana 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.Indiana Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Indiana 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

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

I'm a trustee

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

I'm inheriting

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

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

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

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

Indiana Trustee Compensation Calculator Indiana Trust Settlement Plan

I'm inheriting

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

Indiana 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 Indiana attorneys Browse all forms Browse all tools Browse all agencies Browse all Indiana institutions

Home→Financial Institutions→Indiana

Estate Planning and Financial Institutions in Indiana

The 33 regional and state-based institutions serving Indiana: 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

Coverage

33 institutions serving Indiana

1st Source

Bank serving Florida, Indiana and Michigan

1st Source

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

BMO

Bank serving the West, Midwest, and more

BMO

Busey

Bank serving the Southwest, Midwest, and more

Busey

Centier Bank

Bank serving Indiana

Centier Bank

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Erie Insurance

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

Everwise

Credit Union serving Indiana and Michigan

Everwise

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First Merchants

Bank serving Indiana, Michigan and Ohio

First Merchants

First Savings

Bank serving Indiana

First Savings

Flagstar Bank

Bank serving the Midwest, Northeast, and more

Flagstar Bank

GE Credit Union

Credit Union serving Ohio, Kentucky and Indiana

GE Credit Union

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

IMCU

Credit Union serving Indiana

IMCU

KeyBank

Bank serving the West, Northeast, and more

KeyBank

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Merchants Bank of Indiana

Bank serving Indiana

Merchants Bank of Indiana

Northwest

Bank serving the Northeast and Midwest

Northwest

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Transfer on Death Deed
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