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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.
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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.
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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.
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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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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

Huntington

Huntington logo

Death claim: 3 steps, 4 required documents and Personal Trust and Estate Services (Huntington Private Bank)

Huntington

Hyundai Capital America

Hyundai Capital America logo

Death claim: 7 steps and 7 required documents

Hyundai Capital America

IBC Bank

IBC Bank logo

Death claim: 6 steps, 6 required documents and IBC Investment Services (Estate Tax Planning, securities and advisory services through LPL Financial)

IBC Bank

Idaho Central CU

Idaho Central CU logo

Death claim: 5 steps, 5 required documents and ICCU Wealth Management (Planning & Investing)

Idaho Central CU

IMCU

IMCU logo

Death claim: 2 steps and 1 required document

IMCU

Independent Financial

Independent Financial logo

Death claim: 4 steps, 7 required documents and Estate Settlement and Trust Administration (SouthState Wealth)

Independent Financial

Independent Bank

Independent Bank logo

Death claim: 5 steps, 8 required documents and IB Wealth Management (a marketing name of Cetera Investment Services, LLC, which states it is not affiliated with Independent Bank)

Independent Bank

Innovis

Innovis logo

Death claim: 6 steps and 4 required documents

Innovis

Inspira Financial

Inspira Financial logo

Death claim: 8 steps, 11 required documents and Client Services

Inspira Financial

Integrity Life

Integrity Life logo

Death claim: 8 steps, 9 required documents and Client Services (beneficiary designations, ownership/trust changes)

Integrity Life

Interactive Brokers

Interactive Brokers logo

Death claim: 6 steps, 5 required documents and Estate Processing

Interactive Brokers

Invesco

Invesco logo

Death claim: 8 steps, 14 required documents and Invesco Client Services

Invesco

iQ Credit Union

iQ Credit Union logo

Death claim: 4 steps, 1 required document and Member Services

iQ Credit Union

Jackson

Jackson logo

Death claim: 5 steps, 14 required documents and Customer Care (death benefit claims)

Jackson

Janney

Janney logo

Death claim: 5 steps, 8 required documents and Estate Planning and Trust Services (via Financial Advisor)

Janney

Jeanne D'Arc CU

Jeanne D'Arc CU logo

Death claim: 5 steps and 5 required documents

Jeanne D'Arc CU

John Hancock

John Hancock logo

Death claim: 9 steps, 14 required documents and Lost or Unclaimed Policy / Account Search

John Hancock

J.P. Morgan

J.P. Morgan logo

Death claim: 8 steps, 12 required documents and J.P. Morgan Securities Estate Settlements

J.P. Morgan

JULY

JULY logo

Death claim: 5 steps and 8 required documents

JULY

Juno

Juno logo

Death claim: 4 steps and 3 required documents

Juno

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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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