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Overview Estate Law

Browse all Michigan attorneys

Revocable Living Trust for Michigan ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Michigan Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Michigan Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Michigan Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Michigan Healthcare Power of AttorneyName someone to make medical decisions if you can't.Michigan 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.Michigan 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.Michigan 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.Michigan Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Michigan Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Michigan 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.Michigan 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.Michigan 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.Michigan 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.Michigan 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.Michigan 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

Michigan Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Michigan Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Michigan Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Michigan Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Michigan Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Michigan 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.Michigan Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Michigan Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Michigan Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Michigan Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Michigan 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.Michigan TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Michigan Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Michigan Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Michigan Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Michigan Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Michigan 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.Michigan Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Michigan 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

Michigan Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Michigan Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Michigan Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Michigan Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Michigan Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Michigan Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Michigan 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.Michigan Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Michigan Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Michigan Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Michigan Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Michigan Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Michigan Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Michigan Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Michigan 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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Michigan 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 Michigan institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Michigan Residents Michigan Last Will and Testament Michigan Codicil to a Will Michigan Pour-Over Will Michigan Healthcare Power of Attorney Michigan HIPAA Release Michigan Financial Power of Attorney Transfer on Death Deed Michigan Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Michigan Petition for Probate and Letters Michigan Notice to Creditors Michigan Renunciation of Executor Living Will Michigan Affidavit of Heirship Michigan Affidavit of Death Michigan Small Estate Affidavit Michigan Estate Inventory Michigan Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Michigan Death Certificate Calculator Michigan Probate Decision Tool Michigan Joint Tenancy Survivorship Guide Michigan Estate Settlement Plan Michigan What to Do When Someone Dies Checklist

I'm an executor

Michigan Probate Cost Calculator Michigan Executor Fee Calculator Michigan Self-File Probate Assessment Michigan Letters Testamentary Guide Michigan Creditor Claims Deadlines Michigan Insolvent Estate Calculator Michigan Unclaimed Property Claim Guide Michigan Personal Property Value Estimator

I'm a trustee

Michigan Trustee Compensation Calculator Michigan Trust Settlement Plan

I'm inheriting

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

Michigan 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→Michigan

Estate Planning and Financial Institutions in Michigan

The 23 regional and state-based institutions serving Michigan: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 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

23 institutions serving Michigan

1st Source

Bank serving Florida, Indiana and Michigan

1st Source

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

ChoiceOne Bank

Bank serving Michigan

ChoiceOne Bank

CIBC US

Bank serving the Midwest and Southeast

CIBC US

Citizens Bank

Bank serving the Northeast, Southeast, and more

Citizens Bank

Everwise

Credit Union serving Indiana and Michigan

Everwise

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First Merchants

Bank serving Indiana, Michigan and Ohio

First Merchants

Flagstar Bank

Bank serving the Midwest, Northeast, and more

Flagstar Bank

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

Independent Bank

Bank serving Michigan

Independent Bank

KeyBank

Bank serving the West, Northeast, and more

KeyBank

Lake Trust

Credit Union serving Michigan

Lake Trust

LMCU

Credit Union serving Florida and Michigan

LMCU

MSUFCU

Credit Union serving Michigan and Illinois

MSUFCU

Nicolet National Bank

Bank serving the Midwest and Southeast

Nicolet National Bank

Northern Trust

Bank serving the Northeast, Midwest, and more

Northern Trust

Old National

Bank serving the Midwest and Southeast

Old National

Pekin Life

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

Savant Wealth

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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