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Revocable Living Trust for Utah ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Utah Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Utah Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Utah Healthcare Power of AttorneyName someone to make medical decisions if you can't.Utah Financial Power of AttorneyName someone to manage your finances if you can't.Utah Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 33 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Utah 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.Utah 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.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.Utah 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.Utah Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Utah 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
Utah Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Utah Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Utah Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Utah Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Utah Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Utah 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.Utah Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Utah Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Utah Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Utah Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Utah TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Utah Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Utah Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Utah Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Utah Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Utah Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Utah 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
Utah Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Utah Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Utah Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Utah Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Utah Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Utah Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Utah Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Utah Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Utah Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Utah Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Utah Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Utah Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Utah Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Utah 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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Utah 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 Utah ResidentsUtah Last Will and TestamentUtah Pour-Over WillUtah Healthcare Power of AttorneyUtah Financial Power of AttorneyUtah Transfer on Death DeedVehicle Transfer on DeathUtah EIN ApplicationPetition for Probate and LettersUtah Notice to CreditorsRenunciation of ExecutorAffidavit of HeirshipUtah Small Estate AffidavitUtah Estate InventoryUtah Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Utah Estate Planning Cost CalculatorUtah Revocable Living Trust Cost CalculatorUtah Will Cost CalculatorUtah Life Insurance CalculatorUtah Beneficiary Designation CheckerUtah Name a Guardian GuideUtah Burial & Cremation Law GuideUtah Signing Requirements CheckerUtah Document Portability CheckerUtah Trust Need AssessmentUtah TOD Deed AssessmentUtah Vehicle TOD AssessmentUtah Trust or Will Decision Tool
Someone I love died
Utah Death Certificate CalculatorUtah Probate Decision ToolUtah Estate Settlement PlanUtah What to Do When Someone Dies Checklist
I'm an executor
Utah Probate Cost CalculatorUtah Executor Fee CalculatorUtah Self-File Probate AssessmentUtah Executor Appointment GuideUtah Creditor Claims DeadlinesUtah Insolvent Estate CalculatorUtah Personal Property Value Estimator
I'm a trustee
Utah Trustee Compensation CalculatorUtah Trust Settlement Plan
I'm inheriting
Utah Who Inherits CalculatorUtah Estate & Inheritance Tax CalculatorUtah Inheritance Tax GuideUtah Step-Up Basis CalculatorUtah Post-Death Tax Filing Guide
Utah 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→Utah

Estate Planning and Financial Institutions in Utah

Estate planning procedures for financial institutions serving Utah. 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

392 institutions serving Utah

America First

America First logo

Credit Union serving the West and Southwest

America First

Auto-Owners Life

Auto-Owners Life logo

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

BMO

BMO logo

Bank serving the West, Midwest, and more

BMO

Columbia Bank

Columbia Bank logo

Bank serving the West and Southwest

Columbia Bank

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

Delta Community CU

Delta Community CU logo

Credit Union serving the Southeast, Southwest, and more

Delta Community CU

Farm Bureau Financial

Farm Bureau Financial logo

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

Glacier Bancorp

Glacier Bancorp logo

Bank serving the West and Southwest

Glacier Bancorp

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

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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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