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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

Assurity

Assurity logo

Death claim: 4 steps and 7 required documents

Assurity

AST

AST logo

Death claim: 6 steps, 11 required documents and AST Shareholder Services - Transfers

AST

Athene

Athene logo

Death claim: 9 steps and 14 required documents

Athene

Atlantic FCU

Atlantic FCU logo

Death claim: 3 steps and 5 required documents

Atlantic FCU

Atlantic Union

Atlantic Union logo

Death claim: 4 steps, 7 required documents and Trust & Asset Management (Atlantic Union Bank Wealth Management)

Atlantic Union

Auto-Owners Life

Auto-Owners Life logo

Death claim: 6 steps and 6 required documents

Auto-Owners Life

Avant

Avant logo

Death claim: 4 steps, 4 required documents and Avant Resolutions Department (credit-reporting discrepancies after an account is resolved)

Avant

Avantax

Avantax logo

Death claim: 4 steps and 11 required documents

Avantax

Axos

Axos logo

Death claim: 5 steps, 12 required documents and Trust & Estate Banking (trust, estate and probate, conservatorship and guardianship accounts)

Axos

Baird

Baird logo

Death claim: 5 steps, 10 required documents and Baird Trust Company

Baird

Bakkt

Bakkt logo

Death claim: 4 steps and Bakkt Business Enquiries (B2B only)

Bakkt

Baltimore Life

Baltimore Life logo

Death claim: 5 steps and 14 required documents

Baltimore Life

Banc of California

Banc of California logo

Death claim: 3 steps, 12 required documents and Professional Fiduciary Banking (Relationship Manager intake)

Banc of California

BancFirst

BancFirst logo

Death claim: 5 steps, 6 required documents and Trust & Investments Division

BancFirst

Banco Popular

Banco Popular logo

Death claim: 10 steps and 14 required documents

Banco Popular

Bangor Savings

Bangor Savings logo

Death claim: 3 steps, 9 required documents and Bangor Wealth Management (Trust & Estate Planning)

Bangor Savings

Bank of America

Bank of America logo

Death claim: 5 steps, 8 required documents and Estate Servicing Operations

Bank of America

Bank of Hawaii

Bank of Hawaii logo

Death claim: 8 steps, 6 required documents and The Private Bank (estate planning, trust services, and financial planning)

Bank of Hawaii

Bank of Hope

Bank of Hope logo

Death claim: 7 steps and 10 required documents

Bank of Hope

Bank of the Sierra

Bank of the Sierra logo

Death claim: 4 steps and 7 required documents

Bank of the Sierra

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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
  • Letter of Instruction
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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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