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Overview Estate Law

Browse all Kentucky attorneys

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

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

Someone I love died

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

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

I'm a trustee

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

I'm inheriting

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

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

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

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

Kentucky Trustee Compensation Calculator Kentucky Trust Settlement Plan

I'm inheriting

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

Kentucky 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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Home→Financial Institutions→Kentucky

Estate Planning and Financial Institutions in Kentucky

The 29 regional and state-based institutions serving Kentucky: 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

29 institutions serving Kentucky

Abound CU

Credit Union serving Kentucky

Abound CU

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Burke & Herbert Bank

Bank serving the Northeast and Southeast

Burke & Herbert Bank

City National WV

Bank serving the Southeast and Midwest

City National WV

Commonwealth CU

Credit Union serving Kentucky

Commonwealth CU

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Delta Community CU

Credit Union serving the Southeast, Southwest, and more

Delta Community CU

Erie Insurance

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

FirstBank (Tennessee)

Bank serving the Southeast

FirstBank (Tennessee)

GE Credit Union

Credit Union serving Ohio, Kentucky and Indiana

GE Credit Union

Heartland

Bank serving Ohio and Kentucky

Heartland

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Old National

Bank serving the Midwest and Southeast

Old National

Park National Bank

Bank serving the Southeast and Midwest

Park National Bank

Pekin Life

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

Peoples Bank (OH)

Bank serving the Southeast, Northeast, and more

Peoples Bank (OH)

Pinnacle Bank

Bank serving the Southeast and Northeast

Pinnacle Bank

Regions

Bank serving the Southeast, Midwest, and more

Regions

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Revocable Living Trust
Last Will and Testament
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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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