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Overview Estate Law

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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 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 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 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 York EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.New York 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 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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.New York Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 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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Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

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

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

New York Trustee Compensation Calculator New York Trust Settlement Plan

I'm inheriting

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

New York 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→New York

Estate Planning and Mortgage Servicers in New York

Estate planning procedures for financial institutions serving New York. 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

25 institutions in Mortgage Servicers serving New York

BSI Financial

Mortgage Servicer serving all 50 states

BSI Financial

Carrington Mortgage

Mortgage Servicer serving all 50 states

Carrington Mortgage

Cenlar

Mortgage Servicer serving all 50 states

Cenlar

CrossCountry Mortgage

Mortgage Servicer serving all 50 states

CrossCountry Mortgage

Dovenmuehle

Mortgage Servicer serving all 50 states

Dovenmuehle

Fay Servicing

Mortgage Servicer serving all 50 states

Fay Servicing

Freedom Mortgage

Mortgage Servicer serving all 50 states

Freedom Mortgage

Guild Mortgage

Mortgage Servicer serving all 50 states

Guild Mortgage

Lakeview

Mortgage Servicer serving all 50 states

Lakeview

LoanCare

Mortgage Servicer serving all 50 states

LoanCare

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