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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

Coastal Community Bank

Coastal Community Bank logo

Death claim: 4 steps

Coastal Community Bank

Coastal CU

Coastal CU logo

Death claim: 5 steps, 7 required documents and Coastal Wealth Management (through LPL Financial)

Coastal CU

Cobalt CU

Cobalt CU logo

Death claim: 5 steps, 7 required documents and Cobalt Wealth Management (estate, retirement, and investment planning through LPL Financial, a separate entity — products are not credit union deposits, not NCUA-insured, and may lose value)

Cobalt CU

Coinbase

Coinbase logo

Death claim: 3 steps, 4 required documents and Coinbase Institutional

Coinbase

College Ave

College Ave logo

Death claim: 3 steps and 3 required documents

College Ave

Colonial Life

Colonial Life logo

Death claim: 10 steps and 14 required documents

Colonial Life

Colonial Penn

Colonial Penn logo

Death claim: 7 steps and 10 required documents

Colonial Penn

Columbia Bank

Columbia Bank logo

Death claim: 4 steps, 6 required documents and Columbia Trust Company (a division of Columbia Bank)

Columbia Bank

Comerica

Comerica logo

Death claim: 4 steps, 4 required documents and Estate Settlement Administration (Fifth Third Wealth Management)

Comerica

Commerce Bank

Commerce Bank logo

Death claim: 6 steps, 8 required documents and Commerce Trust (wealth division of Commerce Bank)

Commerce Bank

Commonwealth CU

Commonwealth CU logo

Death claim: 6 steps and 6 required documents

Commonwealth CU

CommunityAmerica

CommunityAmerica logo

Death claim: 5 steps, 8 required documents and CommunityAmerica Trust Services

CommunityAmerica

Community Bank

Community Bank logo

Death claim: 7 steps, 6 required documents and Nottingham Trust (Oneonta Trust Department)

Community Bank

Computershare

Computershare logo

Death claim: 9 steps and 12 required documents

Computershare

Concora Credit

Concora Credit logo

Death claim: 4 steps and 5 required documents

Concora Credit

Congressional FCU

Congressional FCU logo

Death claim: 2 steps and 7 required documents

Congressional FCU

ConnectOne

ConnectOne logo

Death claim: 4 steps and 9 required documents

ConnectOne

Connex CU

Connex CU logo

Death claim: 4 steps, 6 required documents and Connex Investment & Retirement Services (CIRS)

Connex CU

Connexus

Connexus logo

Death claim: 3 steps, 9 required documents and Connexus Investment Services Group (securities and advisory services through LPL Financial, member FINRA/SIPC)

Connexus

Consumers CU

Consumers CU logo

Death claim: 4 steps, 7 required documents and Wealth Management

Consumers CU

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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
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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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