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

Estate Planning and Financial Institutions in Wisconsin

The 31 regional and state-based institutions serving Wisconsin: 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

31 institutions serving Wisconsin

Nicolet National Bank

Nicolet National Bank logo

Bank serving the Midwest and Southeast

Nicolet National Bank

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

Old National

Old National logo

Bank serving the Midwest and Southeast

Old National

Pekin Life

Pekin Life logo

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

Regional Finance

Regional Finance logo

Personal Loan Lender serving the Southeast, Southwest, and more

Regional Finance

Republic Finance

Republic Finance logo

Personal Loan Lender serving the Southeast, Midwest, and more

Republic Finance

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Summit CU

Summit CU logo

Credit Union serving Wisconsin

Summit CU

UMB Bank

UMB Bank logo

Bank serving the Midwest, Southwest, and more

UMB Bank

Wings CU

Wings CU logo

Credit Union serving the Midwest, Southeast, and more

Wings CU

Wintrust

Wintrust logo

Bank serving the Midwest and Southeast

Wintrust

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