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Revocable Living Trust for Pennsylvania ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Pennsylvania Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pennsylvania Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Pennsylvania Healthcare Power of AttorneyName someone to make medical decisions if you can't.Pennsylvania 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.Pennsylvania EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Pennsylvania Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Pennsylvania Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Pennsylvania Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Pennsylvania 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.Pennsylvania Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Pennsylvania 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
Pennsylvania Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Pennsylvania Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Pennsylvania Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Pennsylvania Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Pennsylvania Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Pennsylvania 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.Pennsylvania Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Pennsylvania Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Pennsylvania Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Pennsylvania Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Pennsylvania TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Pennsylvania Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Pennsylvania Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Pennsylvania Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Pennsylvania Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Pennsylvania Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Pennsylvania 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
Pennsylvania Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Pennsylvania Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Pennsylvania Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Pennsylvania Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Pennsylvania Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Pennsylvania Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Pennsylvania Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Pennsylvania Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Pennsylvania Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Pennsylvania Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Pennsylvania Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Pennsylvania Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Pennsylvania Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Pennsylvania 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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Pennsylvania 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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OverviewEstate Law
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Revocable Living Trust for Pennsylvania ResidentsPennsylvania Last Will and TestamentPennsylvania Pour-Over WillPennsylvania Healthcare Power of AttorneyPennsylvania Financial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathPennsylvania EIN ApplicationPennsylvania Petition for Probate and LettersPennsylvania Notice to CreditorsPennsylvania Renunciation of ExecutorPennsylvania Affidavit of HeirshipSmall Estate AffidavitPennsylvania Estate InventoryPennsylvania Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Pennsylvania Estate Planning Cost CalculatorPennsylvania Revocable Living Trust Cost CalculatorPennsylvania Will Cost CalculatorPennsylvania Life Insurance CalculatorPennsylvania Beneficiary Designation CheckerPennsylvania Name a Guardian GuidePennsylvania Burial & Cremation Law GuidePennsylvania Signing Requirements CheckerPennsylvania Document Portability CheckerPennsylvania Trust Need AssessmentPennsylvania TOD Deed AssessmentPennsylvania Vehicle TOD AssessmentPennsylvania Trust or Will Decision Tool
Someone I love died
Pennsylvania Death Certificate CalculatorPennsylvania Probate Decision ToolPennsylvania Estate Settlement PlanPennsylvania What to Do When Someone Dies Checklist
I'm an executor
Pennsylvania Probate Cost CalculatorPennsylvania Executor Fee CalculatorPennsylvania Self-File Probate AssessmentPennsylvania Executor Appointment GuidePennsylvania Creditor Claims DeadlinesPennsylvania Insolvent Estate CalculatorPennsylvania Personal Property Value Estimator
I'm a trustee
Pennsylvania Trustee Compensation CalculatorPennsylvania Trust Settlement Plan
I'm inheriting
Pennsylvania Who Inherits CalculatorPennsylvania Estate & Inheritance Tax CalculatorPennsylvania Inheritance Tax GuidePennsylvania Step-Up Basis CalculatorPennsylvania Post-Death Tax Filing Guide
Pennsylvania 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→Pennsylvania

Estate Planning and Financial Institutions in Pennsylvania

Estate planning procedures for financial institutions serving Pennsylvania. 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

412 institutions serving Pennsylvania

American Heritage

American Heritage logo

Credit Union serving Pennsylvania and New Jersey

American Heritage

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Broadview FCU

Broadview FCU logo

Credit Union serving New York and Pennsylvania

Broadview FCU

Citadel

Citadel logo

Credit Union serving the Northeast, Midwest, and more

Citadel

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Clearview FCU

Clearview FCU logo

Credit Union serving Pennsylvania

Clearview FCU

Community Bank

Community Bank logo

Bank serving the Northeast

Community Bank

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 the Northeast, West, and more

Customers Bank

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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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