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OverviewEstate 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 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 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 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.North Carolina EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.North Carolina 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
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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.North Carolina Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 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 North Carolina institutions
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OverviewEstate Law
Forms
Revocable Living Trust for North Carolina ResidentsNorth Carolina Last Will and TestamentNorth Carolina Pour-Over WillNorth Carolina Healthcare Power of AttorneyNorth Carolina Financial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathNorth Carolina EIN ApplicationNorth Carolina Petition for Probate and LettersNorth Carolina Notice to CreditorsNorth Carolina Renunciation of ExecutorAffidavit of HeirshipNorth Carolina Small Estate AffidavitNorth Carolina Estate InventoryNorth Carolina Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
North Carolina Estate Planning Cost CalculatorNorth Carolina Revocable Living Trust Cost CalculatorNorth Carolina Will Cost CalculatorNorth Carolina Life Insurance CalculatorNorth Carolina Beneficiary Designation CheckerNorth Carolina Name a Guardian GuideNorth Carolina Burial & Cremation Law GuideNorth Carolina Signing Requirements CheckerNorth Carolina Document Portability CheckerNorth Carolina Trust Need AssessmentNorth Carolina TOD Deed AssessmentNorth Carolina Vehicle TOD AssessmentNorth Carolina Trust or Will Decision Tool
Someone I love died
North Carolina Death Certificate CalculatorNorth Carolina Probate Decision ToolNorth Carolina Estate Settlement PlanNorth Carolina What to Do When Someone Dies Checklist
I'm an executor
North Carolina Probate Cost CalculatorNorth Carolina Executor Fee CalculatorNorth Carolina Self-File Probate AssessmentNorth Carolina Executor Appointment GuideNorth Carolina Creditor Claims DeadlinesNorth Carolina Insolvent Estate CalculatorNorth Carolina Personal Property Value Estimator
I'm a trustee
North Carolina Trustee Compensation CalculatorNorth Carolina Trust Settlement Plan
I'm inheriting
North Carolina Who Inherits CalculatorNorth Carolina Estate & Inheritance Tax CalculatorNorth Carolina Inheritance Tax GuideNorth Carolina Step-Up Basis CalculatorNorth Carolina Post-Death Tax Filing Guide
North Carolina 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→North Carolina

Estate Planning and Brokerages in North Carolina

Estate planning procedures for financial institutions serving North Carolina. 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

83 institutions in Brokerages serving North Carolina

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Acorns

Acorns logo

Brokerage serving all 50 states

Acorns

Ally Invest

Ally Invest logo

Brokerage serving all 50 states

Ally Invest

Alto IRA

Alto IRA logo

Retirement Provider serving all 50 states

Alto IRA

American Century

American Century logo

Brokerage serving all 50 states

American Century

Ameriprise

Ameriprise logo

Brokerage serving all 50 states

Ameriprise

Avantax

Avantax logo

Brokerage serving all 50 states

Avantax

Baird

Baird logo

Brokerage serving all 50 states

Baird

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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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