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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 Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.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 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.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 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.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.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.Washington 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.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.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, composed to your state's statute, with the state's filing or delivery instructions.Washington 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
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 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.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 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.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 AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Washington Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.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 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.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 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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Forms
Revocable Living Trust for Washington ResidentsWashington Last Will and TestamentWashington Codicil to a WillWashington Pour-Over WillWashington Healthcare Power of AttorneyWashington HIPAA ReleaseWashington Financial Power of AttorneyWashington Transfer on Death DeedLady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersWashington Notice to CreditorsWashington Renunciation of ExecutorWashington Living WillAffidavit of HeirshipAffidavit of DeathWashington Small Estate AffidavitWashington Estate InventoryWashington Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Washington Estate Planning Cost CalculatorWashington Revocable Living Trust Cost CalculatorWashington Will Cost CalculatorWashington Life Insurance CalculatorWashington Beneficiary Designation CheckerWashington Name a Guardian GuideWashington Burial & Cremation Law GuideWashington Signing Requirements CheckerWashington Document Portability CheckerWashington Trust Need AssessmentWashington Avoid Probate GuideWashington TOD Deed AssessmentWashington Vehicle TOD AssessmentWashington Trust or Will Decision Tool
Someone I love died
Washington Death Certificate CalculatorWashington Probate Decision ToolWashington Joint Tenancy Survivorship GuideWashington Estate Settlement PlanWashington What to Do When Someone Dies Checklist
I'm an executor
Washington Probate Cost CalculatorWashington Executor Fee CalculatorWashington Self-File Probate AssessmentWashington Letters Testamentary GuideWashington Creditor Claims DeadlinesWashington Insolvent Estate CalculatorWashington Unclaimed Property Claim GuideWashington Personal Property Value Estimator
I'm a trustee
Washington Trustee Compensation CalculatorWashington Trust Settlement Plan
I'm inheriting
Washington Who Inherits CalculatorWashington Estate & Inheritance Tax CalculatorWashington Inheritance Tax GuideWashington Step-Up Basis CalculatorWashington Post-Death Tax Filing Guide
Washington 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→Washington

Estate Planning and Financial Institutions in Washington

The 36 regional and state-based institutions serving Washington: 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

36 institutions serving Washington

Idaho Central CU

Idaho Central CU logo

Credit Union serving the West and Southwest

Idaho Central CU

iQ Credit Union

iQ Credit Union logo

Credit Union serving Washington and Oregon

iQ Credit Union

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

Mariner Finance

Mariner Finance logo

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Mechanics Bank

Mechanics Bank logo

Bank serving the West

Mechanics Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

Numerica

Numerica logo

Credit Union serving Washington and Idaho

Numerica

OCCU

OCCU logo

Credit Union serving Oregon and Washington

OCCU

OnPoint Community CU

OnPoint Community CU logo

Credit Union serving Oregon and Washington

OnPoint Community CU

Peak CU

Peak CU logo

Credit Union serving Washington and Oregon

Peak CU

STCU

STCU logo

Credit Union serving Washington, Idaho and Oregon

STCU

Sunflower Bank

Sunflower Bank logo

Bank serving the West, Southwest, and more

Sunflower Bank

Unitus CCU

Unitus CCU logo

Credit Union serving Oregon and Washington

Unitus CCU

WaFd Bank

WaFd Bank logo

Bank serving the West and Southwest

WaFd Bank

Washington Trust Bank (Spokane)

Washington Trust Bank (Spokane) logo

Bank serving Washington, Idaho and Oregon

Washington Trust Bank (Spokane)

Wings CU

Wings CU logo

Credit Union serving the Midwest, Southeast, and more

Wings CU

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