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Overview Estate Law

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Revocable Living Trust for Washington ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Washington Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Washington Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Washington Healthcare Power of AttorneyName someone to make medical decisions if you can't.Washington Financial Power of AttorneyName someone to manage your finances if you can't.Washington 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.Washington 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.Washington Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Washington 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.Washington 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.Washington Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Washington 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

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

Someone I love died

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

Washington Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Washington Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Washington Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Washington Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Washington Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Washington Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Washington Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

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

I'm inheriting

Washington Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Washington Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Washington Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Washington Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Washington 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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Washington 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 Washington Residents Washington Last Will and Testament Washington Pour-Over Will Washington Healthcare Power of Attorney Washington Financial Power of Attorney Washington Transfer on Death Deed Vehicle Transfer on Death Washington EIN Application Petition for Probate and Letters Washington Notice to Creditors Washington Renunciation of Executor Affidavit of Heirship Washington Small Estate Affidavit Washington Estate Inventory Washington Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

Washington Death Certificate Calculator Washington Probate Decision Tool Washington Estate Settlement Plan Washington What to Do When Someone Dies Checklist

I'm an executor

Washington Probate Cost Calculator Washington Executor Fee Calculator Washington Self-File Probate Assessment Washington Executor Appointment Guide Washington Creditor Claims Deadlines Washington Insolvent Estate Calculator Washington Personal Property Value Estimator

I'm a trustee

Washington Trustee Compensation Calculator Washington Trust Settlement Plan

I'm inheriting

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

Washington 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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Home→Financial Institutions→Washington

Estate Planning and Mortgage Servicers in Washington

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

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All Categories710 Banks200 Brokerages85 Credit Unions165 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

25 institutions in Mortgage Servicers serving Washington

BSI Financial

Mortgage Servicer serving all 50 states

BSI Financial

Carrington Mortgage

Mortgage Servicer serving all 50 states

Carrington Mortgage

Cenlar

Mortgage Servicer serving all 50 states

Cenlar

CrossCountry Mortgage

Mortgage Servicer serving all 50 states

CrossCountry Mortgage

Dovenmuehle

Mortgage Servicer serving all 50 states

Dovenmuehle

Fay Servicing

Mortgage Servicer serving all 50 states

Fay Servicing

Freedom Mortgage

Mortgage Servicer serving all 50 states

Freedom Mortgage

Guild Mortgage

Mortgage Servicer serving all 50 states

Guild Mortgage

Lakeview

Mortgage Servicer serving all 50 states

Lakeview

LoanCare

Mortgage Servicer serving all 50 states

LoanCare

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Healthcare Power of Attorney
Financial Power of Attorney
Transfer on Death Deed
Vehicle Transfer on Death

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Who Inherits
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