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Overview Estate Law

Browse all North Carolina attorneys

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

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

Someone I love died

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

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

I'm a trustee

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

I'm inheriting

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

Estate Planning Estate Settlement All resources

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Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Overview Estate Law

Forms

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

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

North Carolina Trustee Compensation Calculator North Carolina Trust Settlement Plan

I'm inheriting

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

North Carolina 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→North Carolina

Estate Planning and Financial Institutions in North Carolina

The 38 regional and state-based institutions serving North Carolina: 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

38 institutions serving North Carolina

Ameris Bank

Bank serving the Southeast and Northeast

Ameris Bank

Atlantic Union

Bank serving the Northeast and Southeast

Atlantic Union

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bank OZK

Bank serving the Southeast, Southwest, and more

Bank OZK

BankUnited

Bank serving the Southeast, Northeast, and more

BankUnited

Carter Bank

Bank serving Virginia and North Carolina

Carter Bank

City National

Bank serving the Southeast, West, and more

City National

Coastal CU

Credit Union serving North Carolina

Coastal CU

Corning Credit Union

Credit Union serving the Northeast and Southeast

Corning Credit Union

Customers Bank

Bank serving the Northeast, West, and more

Customers Bank

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Encore Bank

Bank serving the Southeast, West, and more

Encore Bank

Erie Insurance

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First Horizon

Bank serving the Southeast, Northeast, and more

First Horizon

First National Bank

Bank serving the Southeast, Northeast, and more

First National Bank

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

Langley

Credit Union serving Virginia and North Carolina

Langley

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Park National Bank

Bank serving the Southeast and Midwest

Park National Bank

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Healthcare Power of Attorney
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Transfer on Death Deed
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Vehicle Transfer on Death
Living Will
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