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Revocable Living Trust for South Dakota ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.South Dakota Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.South Dakota Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.South Dakota Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.South Dakota Healthcare Power of AttorneyName someone to make medical decisions if you can't.South Dakota 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 Dakota Financial Power of AttorneyName someone to manage your finances if you can't.South Dakota 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 Dakota 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 Dakota Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.South Dakota Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.South Dakota 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.South Dakota 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 Dakota 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 Dakota 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 Dakota 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 Dakota Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.South Dakota Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.South Dakota Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.South Dakota Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.South Dakota Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.South Dakota 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 Dakota Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.South Dakota Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.South Dakota Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.South Dakota Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.South Dakota 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 Dakota TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.South Dakota Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.South Dakota Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
South Dakota Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.South Dakota Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.South Dakota 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 Dakota Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.South Dakota 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 Dakota Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.South Dakota Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.South Dakota Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.South Dakota Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.South Dakota Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.South Dakota Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.South Dakota 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 Dakota Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
South Dakota Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.South Dakota Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
South Dakota Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.South Dakota Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.South Dakota Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.South Dakota Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.South Dakota 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 Dakota 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 Dakota institutions
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OverviewEstate Law
Forms
Revocable Living Trust for South Dakota ResidentsSouth Dakota Last Will and TestamentSouth Dakota Codicil to a WillSouth Dakota Pour-Over WillSouth Dakota Healthcare Power of AttorneySouth Dakota HIPAA ReleaseSouth Dakota Financial Power of AttorneySouth Dakota Transfer on Death DeedLady Bird DeedSouth Dakota Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersSouth Dakota Notice to CreditorsSouth Dakota Renunciation of ExecutorSouth Dakota Living WillAffidavit of HeirshipSouth Dakota Affidavit of DeathSouth Dakota Small Estate AffidavitSouth Dakota Estate InventorySouth Dakota Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
South Dakota Estate Planning Cost CalculatorSouth Dakota Revocable Living Trust Cost CalculatorSouth Dakota Will Cost CalculatorSouth Dakota Life Insurance CalculatorSouth Dakota Beneficiary Designation CheckerSouth Dakota Name a Guardian GuideSouth Dakota Burial & Cremation Law GuideSouth Dakota Signing Requirements CheckerSouth Dakota Document Portability CheckerSouth Dakota Trust Need AssessmentSouth Dakota Avoid Probate GuideSouth Dakota TOD Deed AssessmentSouth Dakota Vehicle TOD AssessmentSouth Dakota Trust or Will Decision Tool
Someone I love died
South Dakota Death Certificate CalculatorSouth Dakota Probate Decision ToolSouth Dakota Joint Tenancy Survivorship GuideSouth Dakota Estate Settlement PlanSouth Dakota What to Do When Someone Dies Checklist
I'm an executor
South Dakota Probate Cost CalculatorSouth Dakota Executor Fee CalculatorSouth Dakota Self-File Probate AssessmentSouth Dakota Letters Testamentary GuideSouth Dakota Creditor Claims DeadlinesSouth Dakota Insolvent Estate CalculatorSouth Dakota Unclaimed Property Claim GuideSouth Dakota Personal Property Value Estimator
I'm a trustee
South Dakota Trustee Compensation CalculatorSouth Dakota Trust Settlement Plan
I'm inheriting
South Dakota Who Inherits CalculatorSouth Dakota Estate & Inheritance Tax CalculatorSouth Dakota Inheritance Tax GuideSouth Dakota Step-Up Basis CalculatorSouth Dakota Post-Death Tax Filing Guide
South Dakota 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 Dakota

Estate Planning and Financial Institutions in South Dakota

The 16 regional and state-based institutions serving South Dakota: 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

16 institutions serving South Dakota

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Black Hills FCU

Black Hills FCU logo

Credit Union serving South Dakota, Wyoming and Montana

Black Hills FCU

Citibank

Citibank logo

Bank serving the Northeast, West, and more

Citibank

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

Dacotah Bank

Dacotah Bank logo

Bank serving South Dakota, North Dakota and Minnesota

Dacotah Bank

Dakotaland FCU

Dakotaland FCU logo

Credit Union serving South Dakota

Dakotaland FCU

Farm Bureau Financial

Farm Bureau Financial logo

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

First Bank & Trust (South Dakota)

First Bank & Trust (South Dakota) logo

Bank serving Minnesota and South Dakota

First Bank & Trust (South Dakota)

First Interstate

First Interstate logo

Bank serving the West and Midwest

First Interstate

First Intl Bank

First Intl Bank logo

Bank serving the Midwest and Southwest

First Intl Bank

FNBO

FNBO logo

Bank serving the Midwest, West, and more

FNBO

Great Plains Bank

Great Plains Bank logo

Bank serving South Dakota

Great Plains Bank

Great Plains Life

Great Plains Life logo

Insurance Company serving the Midwest and West

Great Plains Life

GreenState CU

GreenState CU logo

Credit Union serving the Midwest

GreenState CU

Levo Credit Union

Levo Credit Union logo

Credit Union serving the Midwest

Levo Credit Union

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Forms

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