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Overview Estate Law

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Revocable Living Trust for Texas ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Texas Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Texas Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Texas Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Texas Healthcare Power of AttorneyName someone to make medical decisions if you can't.Texas 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.Texas Financial Power of AttorneyName someone to manage your finances if you can't.Texas Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Texas 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.Texas 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.Texas Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Texas Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Texas Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Texas 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.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.Texas 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.Texas 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

Texas Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Texas Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Texas Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Texas Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Texas Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Texas 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.Texas Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Texas Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Texas Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Texas Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Texas 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.Texas TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Texas Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Texas Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Texas Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Texas Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Texas 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.Texas Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Texas 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

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

I'm a trustee

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

I'm inheriting

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

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Overview Estate Law

Forms

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

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

Texas Trustee Compensation Calculator Texas Trust Settlement Plan

I'm inheriting

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

Texas 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)

Browse all Texas attorneys Browse all forms Browse all tools Browse all agencies Browse all Texas institutions

Home→Financial Institutions→Texas

Estate Planning and Financial Institutions in Texas

The 80 regional and state-based institutions serving Texas: 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

80 institutions serving Texas

Huntington

Bank serving the Southeast, Midwest, and more

Huntington

IBC Bank

Bank serving Texas and Oklahoma

IBC Bank

Independent Financial

Bank serving Texas and Colorado

Independent Financial

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

MidFirst

Bank serving the West and Southwest

MidFirst

NBH Bank

Bank serving the West, Midwest, and more

NBH Bank

Northern Trust

Bank serving the Northeast, Midwest, and more

Northern Trust

Nusenda

Credit Union serving New Mexico and Texas

Nusenda

Origin

Bank serving the Southeast and Southwest

Origin

Pekin Life

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

PlainsCapital

Bank serving Texas

PlainsCapital

Premier America CU

Credit Union serving California and Texas

Premier America CU

Prosperity Bank

Bank serving Texas and Oklahoma

Prosperity Bank

RBFCU

Credit Union serving Texas

RBFCU

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

Santa Fe FCU

Credit Union serving Texas and New Mexico

Santa Fe FCU

Savant Wealth

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Security Service FCU

Credit Union serving Colorado, Texas and Utah

Security Service FCU

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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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