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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 Funeral Cost CalculatorSee what a funeral, a burial or a cremation costs in your state, from the median of funeral homes' own price lists.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 RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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
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OverviewEstate Law
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Revocable Living Trust for South Carolina ResidentsSouth Carolina Last Will and TestamentSouth Carolina Codicil to a WillSouth Carolina Pour-Over WillSouth Carolina Healthcare Power of AttorneySouth Carolina HIPAA ReleaseSouth Carolina Financial Power of AttorneyTransfer on Death DeedLady Bird DeedSouth Carolina Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersSouth Carolina Notice to CreditorsRenunciation of ExecutorSouth Carolina Living WillAffidavit of HeirshipAffidavit of DeathSouth Carolina Small Estate AffidavitSouth Carolina Estate InventorySouth Carolina Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
South Carolina Estate Planning Cost CalculatorSouth Carolina Revocable Living Trust Cost CalculatorSouth Carolina Will Cost CalculatorSouth Carolina Life Insurance CalculatorSouth Carolina Beneficiary Designation CheckerSouth Carolina Name a Guardian GuideSouth Carolina Burial & Cremation Law GuideSouth Carolina Signing Requirements CheckerSouth Carolina Document Portability CheckerSouth Carolina Trust Need AssessmentSouth Carolina Avoid Probate GuideSouth Carolina TOD Deed AssessmentSouth Carolina Vehicle TOD AssessmentSouth Carolina Trust or Will Decision Tool
Someone I love died
South Carolina Death Certificate CalculatorSouth Carolina Probate Decision ToolSouth Carolina Joint Tenancy Survivorship GuideSouth Carolina Funeral Cost CalculatorSouth Carolina Estate Settlement PlanSouth Carolina What to Do When Someone Dies Checklist
I'm an executor
South Carolina Probate Cost CalculatorSouth Carolina Executor Fee CalculatorSouth Carolina Self-File Probate AssessmentSouth Carolina Letters Testamentary GuideSouth Carolina Creditor Claims DeadlinesSouth Carolina Insolvent Estate CalculatorSouth Carolina Unclaimed Property Claim GuideSouth Carolina Personal Property Value Estimator
I'm a trustee
South Carolina Trustee Compensation CalculatorSouth Carolina Trust Settlement Plan
I'm inheriting
South Carolina Who Inherits CalculatorSouth Carolina Estate & Inheritance Tax CalculatorSouth Carolina Inheritance Tax GuideSouth Carolina Step-Up Basis CalculatorSouth Carolina Post-Death Tax Filing Guide
South Carolina Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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 32 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.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

32 institutions serving South Carolina

ServisFirst

ServisFirst logo

Bank serving the Southeast and Southwest

ServisFirst

Southeast Toyota Finance

Southeast Toyota Finance logo

Auto Finance Company serving the Southeast

Southeast Toyota Finance

Southern Farm Bureau Life

Southern Farm Bureau Life logo

Insurance Company serving the Southeast, West, and more

Southern Farm Bureau Life

SouthState Bank

SouthState Bank logo

Bank serving the Southeast, West, and more

SouthState Bank

Synovus

Synovus logo

Bank serving the Southeast

Synovus

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

TowneBank

TowneBank logo

Bank serving the Southeast

TowneBank

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

Truliant FCU

Truliant FCU logo

Credit Union serving North Carolina, South Carolina and Virginia

Truliant FCU

United Bank

United Bank logo

Bank serving the Southeast, Northeast, and more

United Bank

United Community

United Community logo

Bank serving the Southeast

United Community

Woodforest

Woodforest logo

Bank serving the Southeast, Midwest, and more

Woodforest

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