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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

Prudential

Prudential logo

Death claim: 3 steps and 12 required documents

Prudential

PSECU

PSECU logo

Death claim: 6 steps, 6 required documents and Application Processing Department (Estate, Living Trust, and Tentative Trust applications)

PSECU

Public

Public logo

Death claim: 4 steps and 6 required documents

Public

Quorum FCU

Quorum FCU logo

Death claim: 1 step and 4 required documents

Quorum FCU

Raymond James

Raymond James logo

Death claim: 3 steps, 5 required documents and Raymond James Trust, N.A.

Raymond James

RBC Wealth Management

RBC Wealth Management logo

Death claim: 2 steps, 4 required documents and Professional trustee services

RBC Wealth Management

RBFCU

RBFCU logo

Death claim: 3 steps, 9 required documents and RBFCU Trust Services

RBFCU

Red Rocks CU

Red Rocks CU logo

Death claim: 2 steps

Red Rocks CU

Redstone FCU

Redstone FCU logo

Death claim: 6 steps, 8 required documents and Wealth Management (WMRFCU, through LPL Financial, investment accounts)

Redstone FCU

Redwood CU

Redwood CU logo

Death claim: 4 steps and 8 required documents

Redwood CU

Regional Acceptance

Regional Acceptance logo

Death claim: 6 steps and 1 required document

Regional Acceptance

Regional Finance

Regional Finance logo

Death claim: 5 steps

Regional Finance

Regions

Regions logo

Death claim: 3 steps, 6 required documents and Estate Administration (Regions Private Wealth Management)

Regions

Reliance Standard

Reliance Standard logo

Death claim: 4 steps and 13 required documents

Reliance Standard

Renasant Bank

Renasant Bank logo

Death claim: 2 steps, 2 required documents and Renasant Wealth Management Trust Division (Trust Services, including Estate Administration/Executor Services)

Renasant Bank

Republic Bank

Republic Bank logo

Death claim: 3 steps and 2 required documents

Republic Bank

Republic Finance

Republic Finance logo

Death claim: 7 steps

Republic Finance

Resolution Life

Resolution Life logo

Death claim: 7 steps and 9 required documents

Resolution Life

Revolut

Revolut logo

Death claim: 4 steps and 7 required documents

Revolut

Robinhood

Robinhood logo

Death claim: 5 steps and 7 required documents

Robinhood

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Forms

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  • Petition for Probate and Letters
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  • Renunciation of Executor
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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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