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EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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.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.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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Someone I love died
Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.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
Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Estate Account Opening GuideCompare estate-account opening requirements bank by bank: channels, required documents, and steps.Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.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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EIN ApplicationPetition for Probate and LettersNotice to CreditorsRenunciation of ExecutorAffidavit of HeirshipSmall Estate AffidavitEstate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
Someone I love died
Death Certificate CalculatorProbate Decision ToolEstate Settlement PlanWhat to Do When Someone Dies Checklist
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Home→Financial Institutions→Settling an Estate

Settling an Estate at Banks, Brokerages, and Insurers

Each institution's own death claim page: the documents it asks for, the steps it follows, where to send them, and how an estate account or an executor reaches the account.

AllPlanning aheadSettling an estate
All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
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

710 institutions

Elan Financial

Elan Financial logo

Death claim: 3 steps and 5 required documents

Elan Financial

Elevance Health (Anthem)

Elevance Health (Anthem) logo

Death claim: 9 steps and 9 required documents

Elevance Health (Anthem)

Elevations CU

Elevations CU logo

Death claim: 4 steps, 6 required documents and Elevations Wealth Management Services (securities and advisory services through LPL Financial LLC)

Elevations CU

ELFI

ELFI logo

Death claim: 4 steps and 5 required documents

ELFI

EMC Life

EMC Life logo

Death claim: 4 steps and 11 required documents

EMC Life

Employee Fiduciary

Employee Fiduciary logo

Death claim: 8 steps and 7 required documents

Employee Fiduciary

Empower

Empower logo

Death claim: 4 steps and 4 required documents

Empower

Ent CU

Ent CU logo

Death claim: 5 steps, 8 required documents and Member Services

Ent CU

Enterprise Bank

Enterprise Bank logo

Death claim: 5 steps, 8 required documents and Rockland Trust Investment Management Group (estate settlement, trust termination, and professional Personal Representative services; offices include Lowell MA and Nashua NH in the former Enterprise Bank footprint)

Enterprise Bank

EP Wealth

EP Wealth logo

Death claim: 3 steps, 9 required documents and Estate Planning Services

EP Wealth

Equitable

Equitable logo

Death claim: 9 steps and 14 required documents

Equitable

EquiTrust

EquiTrust logo

Death claim: 8 steps and 14 required documents

EquiTrust

Erie Insurance

Erie Insurance logo

Death claim: 7 steps, 7 required documents and ERIE Property & Casualty (auto, home, renters)

Erie Insurance

ESL Federal CU

ESL Federal CU logo

Death claim: 4 steps, 10 required documents and ESL Trust Services, LLC (limited purpose trust company chartered by the New York Department of Financial Services)

ESL Federal CU

eToro

eToro logo

Death claim: 5 steps and 7 required documents

eToro

E*TRADE

E*TRADE logo

Death claim: 10 steps and 13 required documents

E*TRADE

EverBank

EverBank logo

Death claim: 4 steps, 7 required documents and Personal Banking Client Support

EverBank

Everlake Life

Everlake Life logo

Death claim: 6 steps and 7 required documents

Everlake Life

Everwise

Everwise logo

Death claim: 3 steps and Loan Payment Protection Claims (TruStage, Everwise contract 01300097)

Everwise

Exeter Finance

Exeter Finance logo

Death claim: 4 steps

Exeter Finance

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Forms

  • EIN Application
  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
  • Affidavit of Heirship
  • Small Estate Affidavit
  • Estate Inventory
  • Estate Closing
  • Letter of Instruction
  • Digital Assets Recovery Letter
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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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