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Overview Estate Law

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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 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 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.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Massachusetts EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.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

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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Massachusetts Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 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 Massachusetts institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Massachusetts Residents Massachusetts Last Will and Testament Massachusetts Pour-Over Will Massachusetts Healthcare Power of Attorney Massachusetts Financial Power of Attorney Transfer on Death Deed Vehicle Transfer on Death Massachusetts EIN Application Petition for Probate and Letters Notice to Creditors Renunciation of Executor Massachusetts Affidavit of Heirship Small Estate Affidavit Estate Inventory Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Massachusetts Death Certificate Calculator Massachusetts Probate Decision Tool Massachusetts Estate Settlement Plan Massachusetts What to Do When Someone Dies Checklist

I'm an executor

Massachusetts Probate Cost Calculator Massachusetts Executor Fee Calculator Massachusetts Self-File Probate Assessment Massachusetts Executor Appointment Guide Massachusetts Creditor Claims Deadlines Massachusetts Insolvent Estate Calculator Massachusetts Personal Property Value Estimator

I'm a trustee

Massachusetts Trustee Compensation Calculator Massachusetts Trust Settlement Plan

I'm inheriting

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

Massachusetts 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→Massachusetts

Estate Planning and Insurance Companies in Massachusetts

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

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All Categories710 Banks200 Brokerages85 Credit Unions165 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

111 institutions in Insurance Companies serving Massachusetts

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Aetna

Insurance Company serving all 50 states

Aetna

Aflac

Insurance Company serving all 50 states

Aflac

VALIC

Insurance Company serving all 50 states

VALIC

Allianz Life

Insurance Company serving all 50 states

Allianz Life

Allstate

Insurance Company serving all 50 states

Allstate

American Equity

Insurance Company serving all 50 states

American Equity

American Family

Insurance Company serving all 50 states

American Family

American Fidelity

Insurance Company serving all 50 states

American Fidelity

American General

Insurance Company serving all 50 states

American General

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Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

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