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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 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 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 33 states and the District of Columbia.Maryland Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Maryland EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.Maryland 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
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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Maryland Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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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OverviewEstate Law
Forms
Revocable Living Trust for Maryland ResidentsMaryland Last Will and TestamentMaryland Pour-Over WillMaryland Healthcare Power of AttorneyMaryland Financial Power of AttorneyTransfer on Death DeedMaryland Vehicle Transfer on DeathMaryland EIN ApplicationMaryland Petition for Probate and LettersMaryland Notice to CreditorsMaryland Renunciation of ExecutorAffidavit of HeirshipSmall 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 TOD Deed AssessmentMaryland Vehicle TOD AssessmentMaryland Trust or Will Decision Tool
Someone I love died
Maryland Death Certificate CalculatorMaryland Probate Decision ToolMaryland 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 Executor Appointment GuideMaryland Creditor Claims DeadlinesMaryland Insolvent Estate CalculatorMaryland 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 Retirement Plan Providers in Maryland

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

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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

44 institutions in Retirement Plan Providers serving Maryland

ADP

ADP logo

Retirement Provider serving all 50 states

ADP

Alight

Alight logo

Retirement Provider serving all 50 states

Alight

Alto IRA

Alto IRA logo

Retirement Provider serving all 50 states

Alto IRA

American Century

American Century logo

Brokerage serving all 50 states

American Century

Ascensus

Ascensus logo

Retirement Provider serving all 50 states

Ascensus

BlackRock

BlackRock logo

Brokerage serving all 50 states

BlackRock

BPAS

BPAS logo

Retirement Provider serving all 50 states

BPAS

Capital Group

Capital Group logo

Brokerage serving all 50 states

Capital Group

Dimensional

Dimensional logo

Brokerage serving all 50 states

Dimensional

Dodge & Cox

Dodge & Cox logo

Brokerage serving all 50 states

Dodge & Cox

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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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