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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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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

Ford Credit

Ford Credit logo

Death claim: 6 steps and 2 required documents

Ford Credit

Foresters

Foresters logo

Death claim: 7 steps and 14 required documents

Foresters

FourLeaf FCU

FourLeaf FCU logo

Death claim: 4 steps and 7 required documents

FourLeaf FCU

Franklin Templeton

Franklin Templeton logo

Death claim: 7 steps, 14 required documents and Transfers Due to Passing

Franklin Templeton

Freedom Mortgage

Freedom Mortgage logo

Death claim: 5 steps and 11 required documents

Freedom Mortgage

Frost

Frost logo

Death claim: 3 steps, 6 required documents and Frost wealth advisors (trust, estate, and fiduciary services)

Frost

FRS

FRS logo

Death claim: 4 steps, 6 required documents and Florida Division of Retirement (Department of Management Services)

FRS

Fulton Bank

Fulton Bank logo

Death claim: 5 steps, 6 required documents and Fulton Private Bank Trust and Estate Services

Fulton Bank

Fundrise

Fundrise logo

Death claim: 4 steps and 8 required documents

Fundrise

Further

Further logo

Death claim: 7 steps and 8 required documents

Further

Gate City

Gate City logo

Death claim: 5 steps, 6 required documents and Gate City Investment Services (financial and estate planning; securities through LPL Financial)

Gate City

GE Credit Union

GE Credit Union logo

Death claim: 3 steps, 9 required documents and GECU Wealth Management (securities and advisory services through LPL Financial)

GE Credit Union

Gemini

Gemini logo

Death claim: 3 steps

Gemini

Genworth

Genworth logo

Death claim: 9 steps, 14 required documents and Unclaimed Property

Genworth

Georgia's Own

Georgia's Own logo

Death claim: 6 steps, 11 required documents and Special Accounts (estate, guardian/conservator, trust, representative payee)

Georgia's Own

Gerber Life

Gerber Life logo

Death claim: 3 steps, 1 required document and Life Claims Processing Unit

Gerber Life

Glacier Bank

Glacier Bank logo

Death claim: 4 steps

Glacier Bank

Glacier Hills CU

Glacier Hills CU logo

Death claim: 3 steps and 5 required documents

Glacier Hills CU

Glacier Bancorp

Glacier Bancorp logo

Death claim: 5 steps

Glacier Bancorp

Global Atlantic

Global Atlantic logo

Death claim: 6 steps, 8 required documents and Preneed and Final Expense Customer Service (Forethought Life Insurance Company)

Global Atlantic

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Forms

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  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
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  • Small Estate Affidavit
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  • Estate Closing
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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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