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Browse all Rhode Island attorneys
Revocable Living Trust for Rhode Island ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Rhode Island Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Rhode Island Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Rhode Island Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Rhode Island Healthcare Power of AttorneyName someone to make medical decisions if you can't.Rhode Island 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.Rhode Island 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.Rhode Island 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.Rhode Island Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Rhode Island Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Rhode Island Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Rhode Island Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Rhode Island 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.Rhode Island 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.Rhode Island 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.Rhode Island 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.Rhode Island 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
Rhode Island Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Rhode Island Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Rhode Island Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Rhode Island Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Rhode Island Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Rhode Island 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.Rhode Island Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Rhode Island Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Rhode Island Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Rhode Island Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Rhode Island 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.Rhode Island TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Rhode Island Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Rhode Island Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Rhode Island Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Rhode Island Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Rhode Island 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.Rhode Island Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Rhode Island 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
Rhode Island Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Rhode Island Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Rhode Island Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Rhode Island Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Rhode Island Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Rhode Island Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Rhode Island 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.Rhode Island Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Rhode Island Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Rhode Island Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Rhode Island Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Rhode Island Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Rhode Island Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Rhode Island Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Rhode Island 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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Rhode Island 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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Forms
Revocable Living Trust for Rhode Island ResidentsRhode Island Last Will and TestamentRhode Island Codicil to a WillRhode Island Pour-Over WillRhode Island Healthcare Power of AttorneyRhode Island HIPAA ReleaseRhode Island Financial Power of AttorneyTransfer on Death DeedRhode Island Lady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Rhode Island Petition for Probate and LettersRhode Island Notice to CreditorsRhode Island Renunciation of ExecutorRhode Island Living WillRhode Island Affidavit of HeirshipRhode Island Affidavit of DeathRhode Island Small Estate AffidavitRhode Island Estate InventoryRhode Island Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Rhode Island Estate Planning Cost CalculatorRhode Island Revocable Living Trust Cost CalculatorRhode Island Will Cost CalculatorRhode Island Life Insurance CalculatorRhode Island Beneficiary Designation CheckerRhode Island Name a Guardian GuideRhode Island Burial & Cremation Law GuideRhode Island Signing Requirements CheckerRhode Island Document Portability CheckerRhode Island Trust Need AssessmentRhode Island Avoid Probate GuideRhode Island TOD Deed AssessmentRhode Island Vehicle TOD AssessmentRhode Island Trust or Will Decision Tool
Someone I love died
Rhode Island Death Certificate CalculatorRhode Island Probate Decision ToolRhode Island Joint Tenancy Survivorship GuideRhode Island Estate Settlement PlanRhode Island What to Do When Someone Dies Checklist
I'm an executor
Rhode Island Probate Cost CalculatorRhode Island Executor Fee CalculatorRhode Island Self-File Probate AssessmentRhode Island Letters Testamentary GuideRhode Island Creditor Claims DeadlinesRhode Island Insolvent Estate CalculatorRhode Island Unclaimed Property Claim GuideRhode Island Personal Property Value Estimator
I'm a trustee
Rhode Island Trustee Compensation CalculatorRhode Island Trust Settlement Plan
I'm inheriting
Rhode Island Who Inherits CalculatorRhode Island Estate & Inheritance Tax CalculatorRhode Island Inheritance Tax GuideRhode Island Step-Up Basis CalculatorRhode Island Post-Death Tax Filing Guide
Rhode Island 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→Rhode Island

Estate Planning and Financial Institutions in Rhode Island

The 15 regional and state-based institutions serving Rhode Island: 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

15 institutions serving Rhode Island

BankNewport

BankNewport logo

Bank serving Rhode Island

BankNewport

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Centreville Bank

Centreville Bank logo

Bank serving Rhode Island and Connecticut

Centreville Bank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Customers Bank

Customers Bank logo

Bank serving the Northeast, West, and more

Customers Bank

Eastern

Eastern logo

Bank serving the Northeast

Eastern

Enterprise Bank

Enterprise Bank logo

Bank serving Massachusetts, New Hampshire and Rhode Island

Enterprise Bank

Navigant CU

Navigant CU logo

Credit Union serving Rhode Island

Navigant CU

Pawtucket CU

Pawtucket CU logo

Credit Union serving Rhode Island and Massachusetts

Pawtucket CU

Rockland Trust

Rockland Trust logo

Bank serving Massachusetts, New Hampshire and Rhode Island

Rockland Trust

Santander

Santander logo

Bank serving the Northeast and Southeast

Santander

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

Washington Trust

Washington Trust logo

Bank serving Rhode Island and Connecticut

Washington Trust

Webster

Webster logo

Bank serving the Northeast

Webster

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