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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 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 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 33 states and the District of Columbia.Texas Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Texas 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.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 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.Texas Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Texas Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Texas Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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 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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OverviewEstate Law
Forms
Revocable Living Trust for Texas ResidentsTexas Last Will and TestamentTexas Pour-Over WillTexas Healthcare Power of AttorneyTexas Financial Power of AttorneyTexas Transfer on Death DeedTexas Vehicle Transfer on DeathTexas EIN ApplicationPetition for Probate and LettersTexas Notice to CreditorsTexas Renunciation of ExecutorTexas Affidavit of HeirshipSmall Estate AffidavitTexas Estate InventoryTexas Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Texas Estate Planning Cost CalculatorTexas Revocable Living Trust Cost CalculatorTexas Will Cost CalculatorTexas Life Insurance CalculatorTexas Beneficiary Designation CheckerTexas Name a Guardian GuideTexas Burial & Cremation Law GuideTexas Signing Requirements CheckerTexas Document Portability CheckerTexas Trust Need AssessmentTexas TOD Deed AssessmentTexas Vehicle TOD AssessmentTexas Trust or Will Decision Tool
Someone I love died
Texas Death Certificate CalculatorTexas Probate Decision ToolTexas Estate Settlement PlanTexas What to Do When Someone Dies Checklist
I'm an executor
Texas Probate Cost CalculatorTexas Executor Fee CalculatorTexas Self-File Probate AssessmentTexas Executor Appointment GuideTexas Creditor Claims DeadlinesTexas Insolvent Estate CalculatorTexas Personal Property Value Estimator
I'm a trustee
Texas Trustee Compensation CalculatorTexas Trust Settlement Plan
I'm inheriting
Texas Who Inherits CalculatorTexas Estate & Inheritance Tax CalculatorTexas Inheritance Tax GuideTexas Step-Up Basis CalculatorTexas Post-Death Tax Filing Guide
Texas 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→Texas

Estate Planning and Retirement Plan Providers in Texas

Estate planning procedures for financial institutions serving Texas. Find how to add beneficiaries, fund trusts, and file death claims.

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

44 institutions in Retirement Plan Providers serving Texas

ADP

ADP logo

Retirement Provider serving all 50 states

ADP

Alight

Alight logo

Retirement Provider serving all 50 states

Alight

Alto IRA

Alto IRA logo

Retirement Provider serving all 50 states

Alto IRA

American Century

American Century logo

Brokerage serving all 50 states

American Century

Ascensus

Ascensus logo

Retirement Provider serving all 50 states

Ascensus

BlackRock

BlackRock logo

Brokerage serving all 50 states

BlackRock

BPAS

BPAS logo

Retirement Provider serving all 50 states

BPAS

Capital Group

Capital Group logo

Brokerage serving all 50 states

Capital Group

Dimensional

Dimensional logo

Brokerage serving all 50 states

Dimensional

Dodge & Cox

Dodge & Cox logo

Brokerage serving all 50 states

Dodge & Cox

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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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