Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
Estate PlanningEstate SettlementAll resources
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All states
OverviewEstate Law
Browse all West Virginia attorneys
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 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 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 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.West Virginia 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.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.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.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, with your state's filing or delivery instructions.West Virginia 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.
Browse all forms
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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.West Virginia Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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.
Browse all tools
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)
Browse all agencies
Browse all West Virginia institutions
Estate PlanningEstate SettlementAll resources
Switch state
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All states
OverviewEstate Law
Forms
Revocable Living Trust for West Virginia ResidentsWest Virginia Last Will and TestamentWest Virginia Pour-Over WillWest Virginia Healthcare Power of AttorneyWest Virginia Financial Power of AttorneyWest Virginia Transfer on Death DeedVehicle Transfer on DeathWest Virginia EIN ApplicationPetition for Probate and LettersWest Virginia Notice to CreditorsWest Virginia Renunciation of ExecutorAffidavit of HeirshipWest 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 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 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 Executor Appointment GuideWest Virginia Creditor Claims DeadlinesWest Virginia Insolvent Estate CalculatorWest 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)
Browse all West Virginia attorneysBrowse all formsBrowse all toolsBrowse all agenciesBrowse all West Virginia institutions
Home→Financial Institutions→West Virginia

Estate Planning and Brokerages in West Virginia

Estate planning procedures for financial institutions serving West Virginia. 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

80 institutions in Brokerages serving West Virginia

First National Bank

First National Bank logo

Bank serving the Southeast, Northeast, and more

First National Bank

Acorns

Acorns logo

Brokerage serving all 50 states

Acorns

Ally Invest

Ally Invest logo

Brokerage serving all 50 states

Ally Invest

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

Ameriprise

Ameriprise logo

Brokerage serving all 50 states

Ameriprise

Avantax

Avantax logo

Brokerage serving all 50 states

Avantax

Baird

Baird logo

Brokerage serving all 50 states

Baird

Beacon Pointe

Beacon Pointe logo

Brokerage serving all 50 states

Beacon Pointe

Betterment

Betterment logo

Online Brokerage

Betterment

...
...
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Settle an Estate
  • Estate Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Contact
  • Create a Trust

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.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.