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Revocable Living Trust for Maine ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Maine Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Maine Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Maine Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Maine Healthcare Power of AttorneyName someone to make medical decisions if you can't.Maine 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.Maine Financial Power of AttorneyName someone to manage your finances if you can't.Maine 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.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.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Maine Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.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.Maine 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.Maine 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.Maine 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.Maine 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
Maine Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Maine Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Maine Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Maine Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Maine Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Maine 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.Maine Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Maine Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Maine Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Maine Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Maine 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.Maine TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Maine Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Maine Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Maine Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Maine Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Maine 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.Maine Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Maine 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
Maine Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Maine Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Maine Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Maine Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Maine Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Maine Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Maine 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.Maine Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Maine Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Maine Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Maine Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Maine Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Maine Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Maine Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Maine 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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Maine 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 Maine ResidentsMaine Last Will and TestamentMaine Codicil to a WillMaine Pour-Over WillMaine Healthcare Power of AttorneyMaine HIPAA ReleaseMaine Financial Power of AttorneyMaine Transfer on Death DeedLady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersNotice to CreditorsRenunciation of ExecutorMaine Living WillAffidavit of HeirshipMaine Affidavit of DeathMaine Small Estate AffidavitMaine Estate InventoryMaine Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Maine Estate Planning Cost CalculatorMaine Revocable Living Trust Cost CalculatorMaine Will Cost CalculatorMaine Life Insurance CalculatorMaine Beneficiary Designation CheckerMaine Name a Guardian GuideMaine Burial & Cremation Law GuideMaine Signing Requirements CheckerMaine Document Portability CheckerMaine Trust Need AssessmentMaine Avoid Probate GuideMaine TOD Deed AssessmentMaine Vehicle TOD AssessmentMaine Trust or Will Decision Tool
Someone I love died
Maine Death Certificate CalculatorMaine Probate Decision ToolMaine Joint Tenancy Survivorship GuideMaine Estate Settlement PlanMaine What to Do When Someone Dies Checklist
I'm an executor
Maine Probate Cost CalculatorMaine Executor Fee CalculatorMaine Self-File Probate AssessmentMaine Letters Testamentary GuideMaine Creditor Claims DeadlinesMaine Insolvent Estate CalculatorMaine Unclaimed Property Claim GuideMaine Personal Property Value Estimator
I'm a trustee
Maine Trustee Compensation CalculatorMaine Trust Settlement Plan
I'm inheriting
Maine Who Inherits CalculatorMaine Estate & Inheritance Tax CalculatorMaine Inheritance Tax GuideMaine Step-Up Basis CalculatorMaine Post-Death Tax Filing Guide
Maine 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→Maine

Estate Planning and Financial Institutions in Maine

The 18 regional and state-based institutions serving Maine: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

18 institutions serving Maine

Atlantic FCU

Atlantic FCU logo

Credit Union serving Maine

Atlantic FCU

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bangor Savings

Bangor Savings logo

Bank serving Maine and New Hampshire

Bangor Savings

Bar Harbor Bank

Bar Harbor Bank logo

Bank serving Maine, New Hampshire and Vermont

Bar Harbor Bank

Camden National

Camden National logo

Bank serving Maine and New Hampshire

Camden National

First National Bank (Maine)

First National Bank (Maine) logo

Bank serving Maine

First National Bank (Maine)

Granite State CU

Granite State CU logo

Credit Union serving the Northeast

Granite State CU

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

Lighthouse CU

Lighthouse CU logo

Credit Union serving New Hampshire and Maine

Lighthouse CU

Logix

Logix logo

Credit Union serving the Northeast, West, and more

Logix

M&T Bank

M&T Bank logo

Bank serving the Northeast and Southeast

M&T Bank

Machias Savings Bank

Machias Savings Bank logo

Bank serving Maine and New Hampshire

Machias Savings Bank

Maine Savings FCU

Maine Savings FCU logo

Credit Union serving Maine

Maine Savings FCU

NBT Bank

NBT Bank logo

Bank serving the Northeast

NBT Bank

Northeast Bank

Northeast Bank logo

Bank serving Maine

Northeast Bank

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

Town & Country FCU

Town & Country FCU logo

Credit Union serving Maine

Town & Country FCU

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