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Overview Estate 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.

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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 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.

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West Virginia 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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Browse all West Virginia institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for West Virginia Residents West Virginia Last Will and Testament West Virginia Pour-Over Will West Virginia Healthcare Power of Attorney West Virginia Financial Power of Attorney West Virginia Transfer on Death Deed Vehicle Transfer on Death West Virginia EIN Application Petition for Probate and Letters West Virginia Notice to Creditors West Virginia Renunciation of Executor Affidavit of Heirship West Virginia Small Estate Affidavit West Virginia Estate Inventory West Virginia Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

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

Someone I love died

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

I'm an executor

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

I'm a trustee

West Virginia Trustee Compensation Calculator West Virginia Trust Settlement Plan

I'm inheriting

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

West Virginia 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→West Virginia

Estate Planning and Credit Unions in West Virginia

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

State

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Category

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

Coverage

11 institutions in Credit Unions serving West Virginia

Bayer Heritage

Credit Union serving the Southeast, Midwest, and more

Bayer Heritage

Citadel

Credit Union serving the Northeast, Midwest, and more

Citadel

Mountain Heritage FCU

Credit Union serving West Virginia

Mountain Heritage FCU

Alliant

Credit Union serving all 50 states

Alliant

Connexus

Credit Union serving all 50 states

Connexus

DCU

Credit Union serving all 50 states

DCU

Dow CU

Credit Union serving all 50 states

Dow CU

PenFed

Credit Union serving all 50 states

PenFed

Quorum FCU

Credit Union serving all 50 states

Quorum FCU

Teachers FCU

Credit Union serving all 50 states

Teachers FCU

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