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Browse all New Hampshire attorneys
Revocable Living Trust for New Hampshire ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.New Hampshire Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.New Hampshire Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.New Hampshire Healthcare Power of AttorneyName someone to make medical decisions if you can't.New Hampshire Financial Power of AttorneyName someone to manage your finances if you can't.New Hampshire 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.New Hampshire 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.New Hampshire 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.New Hampshire 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
New Hampshire Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.New Hampshire Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.New Hampshire Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.New Hampshire Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.New Hampshire Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.New Hampshire 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.New Hampshire Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.New Hampshire Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.New Hampshire Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.New Hampshire Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.New Hampshire TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.New Hampshire Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.New Hampshire Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
New Hampshire Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.New Hampshire Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.New Hampshire Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.New Hampshire 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
New Hampshire Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.New Hampshire Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.New Hampshire Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.New Hampshire Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.New Hampshire Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.New Hampshire Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.New Hampshire Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
New Hampshire Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.New Hampshire Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
New Hampshire Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.New Hampshire Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.New Hampshire Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.New Hampshire Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.New Hampshire 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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New Hampshire 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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Browse all New Hampshire institutions
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OverviewEstate Law
Forms
Revocable Living Trust for New Hampshire ResidentsNew Hampshire Last Will and TestamentNew Hampshire Pour-Over WillNew Hampshire Healthcare Power of AttorneyNew Hampshire Financial Power of AttorneyNew Hampshire Transfer on Death DeedVehicle Transfer on DeathNew Hampshire EIN ApplicationPetition for Probate and LettersNotice to CreditorsNew Hampshire Renunciation of ExecutorAffidavit of HeirshipSmall Estate AffidavitNew Hampshire Estate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
New Hampshire Estate Planning Cost CalculatorNew Hampshire Revocable Living Trust Cost CalculatorNew Hampshire Will Cost CalculatorNew Hampshire Life Insurance CalculatorNew Hampshire Beneficiary Designation CheckerNew Hampshire Name a Guardian GuideNew Hampshire Burial & Cremation Law GuideNew Hampshire Signing Requirements CheckerNew Hampshire Document Portability CheckerNew Hampshire Trust Need AssessmentNew Hampshire TOD Deed AssessmentNew Hampshire Vehicle TOD AssessmentNew Hampshire Trust or Will Decision Tool
Someone I love died
New Hampshire Death Certificate CalculatorNew Hampshire Probate Decision ToolNew Hampshire Estate Settlement PlanNew Hampshire What to Do When Someone Dies Checklist
I'm an executor
New Hampshire Probate Cost CalculatorNew Hampshire Executor Fee CalculatorNew Hampshire Self-File Probate AssessmentNew Hampshire Executor Appointment GuideNew Hampshire Creditor Claims DeadlinesNew Hampshire Insolvent Estate CalculatorNew Hampshire Personal Property Value Estimator
I'm a trustee
New Hampshire Trustee Compensation CalculatorNew Hampshire Trust Settlement Plan
I'm inheriting
New Hampshire Who Inherits CalculatorNew Hampshire Estate & Inheritance Tax CalculatorNew Hampshire Inheritance Tax GuideNew Hampshire Step-Up Basis CalculatorNew Hampshire Post-Death Tax Filing Guide
New Hampshire 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)
Browse all New Hampshire attorneysBrowse all formsBrowse all toolsBrowse all agenciesBrowse all New Hampshire institutions
Home→Financial Institutions→New Hampshire

Estate Planning and Financial Institutions in New Hampshire

Estate planning procedures for financial institutions serving New Hampshire. 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

392 institutions serving New Hampshire

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bangor Savings

Bangor Savings logo

Bank serving Maine and New Hampshire

Bangor Savings

Bar Harbor Bank

Bar Harbor Bank logo

Bank serving Maine, New Hampshire and Vermont

Bar Harbor Bank

Bellwether CU

Bellwether CU logo

Credit Union serving New Hampshire

Bellwether CU

Camden National

Camden National logo

Bank serving Maine and New Hampshire

Camden National

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Customers Bank

Customers Bank logo

Bank serving the Northeast, West, and more

Customers 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

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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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