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Revocable Living Trust for West Virginia ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.West Virginia Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.West Virginia Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.West Virginia Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.West Virginia Healthcare Power of AttorneyName someone to make medical decisions if you can't.West Virginia 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.West Virginia Financial Power of AttorneyName someone to manage your finances if you can't.West Virginia 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.West Virginia Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.West Virginia Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.West Virginia 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.West Virginia 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.West Virginia 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.West Virginia 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
West Virginia Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.West Virginia Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.West Virginia Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.West Virginia Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.West Virginia Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.West Virginia 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.West Virginia Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.West Virginia Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.West Virginia Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.West Virginia Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.West Virginia 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.West Virginia TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.West Virginia Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.West Virginia Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
West Virginia Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.West Virginia Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.West Virginia 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.West Virginia Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.West Virginia 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
West Virginia Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.West Virginia Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.West Virginia Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.West Virginia Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.West Virginia Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.West Virginia Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.West Virginia 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.West Virginia Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
West Virginia Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.West Virginia Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
West Virginia Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.West Virginia Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.West Virginia Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.West Virginia Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.West Virginia 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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West Virginia 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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Browse all West Virginia institutions
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Forms
Revocable Living Trust for West Virginia ResidentsWest Virginia Last Will and TestamentWest Virginia Codicil to a WillWest Virginia Pour-Over WillWest Virginia Healthcare Power of AttorneyWest Virginia HIPAA ReleaseWest Virginia Financial Power of AttorneyWest Virginia Transfer on Death DeedLady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersWest Virginia Notice to CreditorsWest Virginia Renunciation of ExecutorWest Virginia Living WillAffidavit of HeirshipAffidavit of DeathWest Virginia Small Estate AffidavitWest Virginia Estate InventoryWest Virginia Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
West Virginia Estate Planning Cost CalculatorWest Virginia Revocable Living Trust Cost CalculatorWest Virginia Will Cost CalculatorWest Virginia Life Insurance CalculatorWest Virginia Beneficiary Designation CheckerWest Virginia Name a Guardian GuideWest Virginia Burial & Cremation Law GuideWest Virginia Signing Requirements CheckerWest Virginia Document Portability CheckerWest Virginia Trust Need AssessmentWest Virginia Avoid Probate GuideWest Virginia TOD Deed AssessmentWest Virginia Vehicle TOD AssessmentWest Virginia Trust or Will Decision Tool
Someone I love died
West Virginia Death Certificate CalculatorWest Virginia Probate Decision ToolWest Virginia Joint Tenancy Survivorship GuideWest Virginia Estate Settlement PlanWest Virginia What to Do When Someone Dies Checklist
I'm an executor
West Virginia Probate Cost CalculatorWest Virginia Executor Fee CalculatorWest Virginia Self-File Probate AssessmentWest Virginia Letters Testamentary GuideWest Virginia Creditor Claims DeadlinesWest Virginia Insolvent Estate CalculatorWest Virginia Unclaimed Property Claim GuideWest Virginia Personal Property Value Estimator
I'm a trustee
West Virginia Trustee Compensation CalculatorWest Virginia Trust Settlement Plan
I'm inheriting
West Virginia Who Inherits CalculatorWest Virginia Estate & Inheritance Tax CalculatorWest Virginia Inheritance Tax GuideWest Virginia Step-Up Basis CalculatorWest Virginia Post-Death Tax Filing Guide
West Virginia 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→West Virginia

Estate Planning and Financial Institutions in West Virginia

The 20 regional and state-based institutions serving West Virginia: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

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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

20 institutions serving West Virginia

Bayer Heritage

Bayer Heritage logo

Credit Union serving the Southeast, Midwest, and more

Bayer Heritage

Burke & Herbert Bank

Burke & Herbert Bank logo

Bank serving the Northeast and Southeast

Burke & Herbert Bank

Citadel

Citadel logo

Credit Union serving the Northeast, Midwest, and more

Citadel

City National WV

City National WV logo

Bank serving the Southeast and Midwest

City National WV

Clear Mountain Bank

Clear Mountain Bank logo

Bank serving Maryland and West Virginia

Clear Mountain Bank

CSAA Insurance

CSAA Insurance logo

Insurance Company serving the West, Northeast, and more

CSAA Insurance

Erie Insurance

Erie Insurance logo

Insurance Company serving the Southeast, Northeast, and more

Erie Insurance

Fifth Third Bank

Fifth Third Bank logo

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

Huntington

Huntington logo

Bank serving the Southeast, Midwest, and more

Huntington

M&T Bank

M&T Bank logo

Bank serving the Northeast and Southeast

M&T Bank

Mountain Heritage FCU

Mountain Heritage FCU logo

Credit Union serving West Virginia

Mountain Heritage FCU

MVB Bank

MVB Bank logo

Bank serving West Virginia and Virginia

MVB Bank

Pendleton Community Bank

Pendleton Community Bank logo

Bank serving West Virginia and Virginia

Pendleton Community Bank

Peoples Bank (OH)

Peoples Bank (OH) logo

Bank serving the Southeast, Northeast, and more

Peoples Bank (OH)

Potomac Bank

Potomac Bank logo

Bank serving Maryland, Virginia and West Virginia

Potomac Bank

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

United Bank

United Bank logo

Bank serving the Southeast, Northeast, and more

United Bank

WesBanco

WesBanco logo

Bank serving the Southeast, Midwest, and more

WesBanco

Woodforest

Woodforest logo

Bank serving the Southeast, Midwest, and more

Woodforest

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