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Overview Estate Law

Browse all South Carolina attorneys

Revocable Living Trust for South Carolina ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.South Carolina Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.South Carolina Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.South Carolina Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.South Carolina Healthcare Power of AttorneyName someone to make medical decisions if you can't.South Carolina HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.South Carolina Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.South Carolina Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.South Carolina 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.South Carolina Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.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.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.South Carolina 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.South Carolina 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.South Carolina 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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I'm planning ahead

South Carolina Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.South Carolina Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.South Carolina Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.South Carolina Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.South Carolina Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.South Carolina Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.South Carolina Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.South Carolina Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.South Carolina Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.South Carolina Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.South Carolina Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.South Carolina TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.South Carolina Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.South Carolina Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

South Carolina Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.South Carolina Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.South Carolina Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.South Carolina Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.South Carolina 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

South Carolina Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.South Carolina Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.South Carolina Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.South Carolina Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.South Carolina Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.South Carolina Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.South Carolina Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.South Carolina Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

South Carolina Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.South Carolina Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

South Carolina Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.South Carolina Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.South Carolina Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.South Carolina Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.South Carolina 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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South Carolina Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all South Carolina institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for South Carolina Residents South Carolina Last Will and Testament South Carolina Codicil to a Will South Carolina Pour-Over Will South Carolina Healthcare Power of Attorney South Carolina HIPAA Release South Carolina Financial Power of Attorney Transfer on Death Deed Lady Bird Deed South Carolina Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters South Carolina Notice to Creditors Renunciation of Executor South Carolina Living Will Affidavit of Heirship Affidavit of Death South Carolina Small Estate Affidavit South Carolina Estate Inventory South Carolina Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

South Carolina Estate Planning Cost Calculator South Carolina Revocable Living Trust Cost Calculator South Carolina Will Cost Calculator South Carolina Life Insurance Calculator South Carolina Beneficiary Designation Checker South Carolina Name a Guardian Guide South Carolina Burial & Cremation Law Guide South Carolina Signing Requirements Checker South Carolina Document Portability Checker South Carolina Trust Need Assessment South Carolina Avoid Probate Guide South Carolina TOD Deed Assessment South Carolina Vehicle TOD Assessment South Carolina Trust or Will Decision Tool

Someone I love died

South Carolina Death Certificate Calculator South Carolina Probate Decision Tool South Carolina Joint Tenancy Survivorship Guide South Carolina Estate Settlement Plan South Carolina What to Do When Someone Dies Checklist

I'm an executor

South Carolina Probate Cost Calculator South Carolina Executor Fee Calculator South Carolina Self-File Probate Assessment South Carolina Letters Testamentary Guide South Carolina Creditor Claims Deadlines South Carolina Insolvent Estate Calculator South Carolina Unclaimed Property Claim Guide South Carolina Personal Property Value Estimator

I'm a trustee

South Carolina Trustee Compensation Calculator South Carolina Trust Settlement Plan

I'm inheriting

South Carolina Who Inherits Calculator South Carolina Estate & Inheritance Tax Calculator South Carolina Inheritance Tax Guide South Carolina Step-Up Basis Calculator South Carolina Post-Death Tax Filing Guide

South Carolina Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→South Carolina

Estate Planning and Financial Institutions in South Carolina

The 33 regional and state-based institutions serving South Carolina: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

33 institutions serving South Carolina

Ameris Bank

Bank serving the Southeast and Northeast

Ameris Bank

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bayer Heritage

Credit Union serving the Southeast, Midwest, and more

Bayer Heritage

BECU

Credit Union serving the West and Southeast

BECU

City National

Bank serving the Southeast, West, and more

City National

Commerce Bank

Bank serving the Midwest, Southwest, and more

Commerce Bank

Corning Credit Union

Credit Union serving the Northeast and Southeast

Corning Credit Union

Encore Bank

Bank serving the Southeast, West, and more

Encore Bank

Fifth Third Bank

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First Horizon

Bank serving the Southeast, Northeast, and more

First Horizon

First National Bank

Bank serving the Southeast, Northeast, and more

First National Bank

Grow Financial

Credit Union serving Florida and South Carolina

Grow Financial

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Park National Bank

Bank serving the Southeast and Midwest

Park National Bank

Pinnacle Bank

Bank serving the Southeast and Northeast

Pinnacle Bank

Regional Finance

Personal Loan Lender serving the Southeast, Southwest, and more

Regional Finance

Regions

Bank serving the Southeast, Midwest, and more

Regions

Republic Finance

Personal Loan Lender serving the Southeast, Midwest, and more

Republic Finance

Savant Wealth

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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