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

Estate Planning and Financial Institutions in Massachusetts

The 34 regional and state-based institutions serving Massachusetts: 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

34 institutions serving Massachusetts

American Eagle FCU

American Eagle FCU logo

Credit Union serving Connecticut and Massachusetts

American Eagle FCU

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Community Bank

Community Bank logo

Bank serving the Northeast

Community Bank

East West Bank

East West Bank logo

Bank serving the West, Northeast, and more

East West Bank

Eastern

Eastern logo

Bank serving the Northeast

Eastern

Enterprise Bank

Enterprise Bank logo

Bank serving Massachusetts, New Hampshire and Rhode Island

Enterprise Bank

First Tech

First Tech logo

Credit Union serving the West, Northeast, and more

First Tech

Granite State CU

Granite State CU logo

Credit Union serving the Northeast

Granite State CU

Greylock FCU

Greylock FCU logo

Credit Union serving Massachusetts and New York

Greylock FCU

Hanscom FCU

Hanscom FCU logo

Credit Union serving Massachusetts, Maryland and Virginia

Hanscom FCU

Jeanne D'Arc CU

Jeanne D'Arc CU logo

Credit Union serving Massachusetts and New Hampshire

Jeanne D'Arc CU

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

Liberty Bank (Connecticut)

Liberty Bank (Connecticut) logo

Bank serving Connecticut and Massachusetts

Liberty Bank (Connecticut)

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

NBT Bank

NBT Bank logo

Bank serving the Northeast

NBT Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

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