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Revocable Living Trust for Maryland ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Maryland Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Maryland Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Maryland Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Maryland Healthcare Power of AttorneyName someone to make medical decisions if you can't.Maryland 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.Maryland Financial Power of AttorneyName someone to manage your finances if you can't.Maryland Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Maryland 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.Maryland 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.Maryland Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Maryland Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Maryland Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Maryland 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.Maryland 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.Maryland 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.Maryland 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
Maryland Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Maryland Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Maryland Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Maryland Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Maryland Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Maryland 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.Maryland Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Maryland Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Maryland Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Maryland Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Maryland 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.Maryland TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Maryland Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Maryland Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Maryland Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Maryland Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Maryland 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.Maryland Funeral Cost CalculatorSee what a funeral, a burial or a cremation costs in your state, from the median of funeral homes' own price lists.Maryland Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Maryland 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
Maryland Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Maryland Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Maryland Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Maryland Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Maryland Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Maryland Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Maryland 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.Maryland Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Maryland Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Maryland Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Maryland Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Maryland Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Maryland Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Maryland Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Maryland 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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Maryland 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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Revocable Living Trust for Maryland ResidentsMaryland Last Will and TestamentMaryland Codicil to a WillMaryland Pour-Over WillMaryland Healthcare Power of AttorneyMaryland HIPAA ReleaseMaryland Financial Power of AttorneyMaryland Transfer on Death DeedMaryland Lady Bird DeedMaryland Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Maryland Petition for Probate and LettersMaryland Notice to CreditorsMaryland Renunciation of ExecutorMaryland Living WillAffidavit of HeirshipMaryland Affidavit of DeathSmall Estate AffidavitMaryland Estate InventoryMaryland Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Maryland Estate Planning Cost CalculatorMaryland Revocable Living Trust Cost CalculatorMaryland Will Cost CalculatorMaryland Life Insurance CalculatorMaryland Beneficiary Designation CheckerMaryland Name a Guardian GuideMaryland Burial & Cremation Law GuideMaryland Signing Requirements CheckerMaryland Document Portability CheckerMaryland Trust Need AssessmentMaryland Avoid Probate GuideMaryland TOD Deed AssessmentMaryland Vehicle TOD AssessmentMaryland Trust or Will Decision Tool
Someone I love died
Maryland Death Certificate CalculatorMaryland Probate Decision ToolMaryland Joint Tenancy Survivorship GuideMaryland Funeral Cost CalculatorMaryland Estate Settlement PlanMaryland What to Do When Someone Dies Checklist
I'm an executor
Maryland Probate Cost CalculatorMaryland Executor Fee CalculatorMaryland Self-File Probate AssessmentMaryland Letters Testamentary GuideMaryland Creditor Claims DeadlinesMaryland Insolvent Estate CalculatorMaryland Unclaimed Property Claim GuideMaryland Personal Property Value Estimator
I'm a trustee
Maryland Trustee Compensation CalculatorMaryland Trust Settlement Plan
I'm inheriting
Maryland Who Inherits CalculatorMaryland Estate & Inheritance Tax CalculatorMaryland Inheritance Tax GuideMaryland Step-Up Basis CalculatorMaryland Post-Death Tax Filing Guide
Maryland 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→Maryland

Estate Planning and Financial Institutions in Maryland

The 33 regional and state-based institutions serving Maryland: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

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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

33 institutions serving Maryland

Ameris Bank

Ameris Bank logo

Bank serving the Southeast and Northeast

Ameris Bank

Andrews FCU

Andrews FCU logo

Credit Union serving the Northeast and Southeast

Andrews FCU

APGFCU

APGFCU logo

Credit Union serving Maryland

APGFCU

Atlantic Union

Atlantic Union logo

Bank serving the Northeast and Southeast

Atlantic Union

Burke & Herbert Bank

Burke & Herbert Bank logo

Bank serving the Northeast and Southeast

Burke & Herbert Bank

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

Citadel

Citadel logo

Credit Union serving the Northeast, Midwest, and more

Citadel

Citibank

Citibank logo

Bank serving the Northeast, West, and more

Citibank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Clear Mountain Bank

Clear Mountain Bank logo

Bank serving Maryland and West Virginia

Clear Mountain Bank

Congressional FCU

Congressional FCU logo

Credit Union serving District of Columbia, Virginia and Maryland

Congressional FCU

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Del-One

Del-One logo

Credit Union serving Delaware, Maryland and Pennsylvania

Del-One

Dollar Bank

Dollar Bank logo

Bank serving the Northeast, Midwest, and more

Dollar Bank

EagleBank

EagleBank logo

Bank serving Maryland, Virginia and District of Columbia

EagleBank

Erie Insurance

Erie Insurance logo

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

Fulton Bank

Fulton Bank logo

Bank serving the Northeast and Southeast

Fulton Bank

Hanscom FCU

Hanscom FCU logo

Credit Union serving Massachusetts, Maryland and Virginia

Hanscom FCU

Logix

Logix logo

Credit Union serving the Northeast, West, and more

Logix

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