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

Estate Planning and Financial Institutions in New York

The 53 regional and state-based institutions serving New York: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

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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

53 institutions serving New York

Affinity Federal

Affinity Federal logo

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

AmeriCU

AmeriCU logo

Credit Union serving New York

AmeriCU

Apple Bank

Apple Bank logo

Bank serving New York and New Jersey

Apple Bank

Bank of Hope

Bank of Hope logo

Bank serving the West, Southeast, and more

Bank of Hope

BankUnited

BankUnited logo

Bank serving the Southeast, Northeast, and more

BankUnited

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Broadview FCU

Broadview FCU logo

Credit Union serving New York and Pennsylvania

Broadview FCU

Brooklyn Coop

Brooklyn Coop logo

Credit Union serving New York

Brooklyn Coop

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

Centennial Bank

Centennial Bank logo

Bank serving the Southeast, Southwest, and more

Centennial Bank

Citadel

Citadel logo

Credit Union serving the Northeast, Midwest, and more

Citadel

Citibank

Citibank logo

Bank serving the Northeast, West, and more

Citibank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

City National

City National logo

Bank serving the Southeast, West, and more

City National

Community Bank

Community Bank logo

Bank serving the Northeast

Community Bank

ConnectOne

ConnectOne logo

Bank serving New Jersey, New York and Florida

ConnectOne

Corning Credit Union

Corning Credit Union logo

Credit Union serving the Northeast and Southeast

Corning Credit Union

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Customers Bank

Customers Bank logo

Bank serving New Jersey, New York and Pennsylvania

Customers Bank

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

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