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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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Probate Cost CalculatorExecutor Fee CalculatorSelf-File Probate AssessmentExecutor Appointment GuideCreditor Claims DeadlinesInsolvent Estate CalculatorEstate Account Opening GuidePersonal Property Value Estimator
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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

Lightspeed

Lightspeed logo

Death claim: 6 steps and 10 required documents

Lightspeed

Lili

Lili logo

Death claim: 9 steps and 1 required document

Lili

Lincoln Financial

Lincoln Financial logo

Death claim: 7 steps, 14 required documents and Life Insurance Customer Service (beneficiary, ownership and trust changes)

Lincoln Financial

Live Oak Bank

Live Oak Bank logo

Death claim: 2 steps and 6 required documents

Live Oak Bank

Lively

Lively logo

Death claim: 4 steps and 5 required documents

Lively

LoanCare

LoanCare logo

Death claim: 5 steps and 6 required documents

LoanCare

loanDepot

loanDepot logo

Death claim: 6 steps and 7 required documents

loanDepot

Logix

Logix logo

Death claim: 3 steps, 8 required documents and Logix Financial Services (Estate Planning and Trust Services, through LPL Financial)

Logix

LPL Financial

LPL Financial logo

Death claim: 6 steps, 14 required documents and The Private Trust Company, N.A. (LPL Trust Services)

LPL Financial

M1

M1 logo

Death claim: 4 steps and 6 required documents

M1

Maine Savings FCU

Maine Savings FCU logo

Death claim: 3 steps and 7 required documents

Maine Savings FCU

ManhattanLife

ManhattanLife logo

Death claim: 8 steps, 14 required documents and Policyholder Services (beneficiary changes, ownership changes, policy service)

ManhattanLife

Marcus

Marcus logo

Death claim: 6 steps, 8 required documents and Deceased Depositor Support

Marcus

Mariner Finance

Mariner Finance logo

Death claim: 6 steps and Customer Relations Manager (escalation for unresolved problems)

Mariner Finance

Mariner

Mariner logo

Death claim: 5 steps and Estate Planning and Trust Services (Mariner Trust Company, LLC)

Mariner

Mascoma Bank

Mascoma Bank logo

Death claim: 5 steps, 3 required documents and Fiduciary & Trust Services (Mascoma Wealth Management)

Mascoma Bank

MassMutual

MassMutual logo

Death claim: 5 steps, 6 required documents and Claims Department

MassMutual

Matrix Trust

Matrix Trust logo

Death claim: 6 steps, 11 required documents and Matrix Trust IRA Customer Care (Safe Harbor / automatic-rollover IRA servicing)

Matrix Trust

Mazda Financial

Mazda Financial logo

Death claim: 4 steps and 1 required document

Mazda Financial

Mechanics Bank

Mechanics Bank logo

Death claim: 6 steps, 9 required documents and Wealth Management - Trust & Estate Services

Mechanics Bank

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Forms

  • EIN Application
  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
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  • Small Estate Affidavit
  • Estate Inventory
  • 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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