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Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.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.Financial Power of AttorneyName someone to manage your finances if you can't.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.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.
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I'm planning ahead
Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.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.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
I'm inheriting
Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Gift Tax CalculatorWhether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.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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Forms
Revocable Living TrustLast Will and TestamentPour-Over WillHealthcare Power of AttorneyCodicil to a WillHIPAA ReleaseFinancial Power of AttorneyTransfer on Death DeedLady Bird DeedVehicle Transfer on DeathLiving Will
I'm planning ahead
Estate Planning Cost CalculatorRevocable Living Trust Cost CalculatorWill Cost CalculatorLife Insurance CalculatorBeneficiary Designation CheckerState Estate Law GuideEstate Planning Service ComparisonName a Guardian GuideBurial & Cremation Law GuideSigning Requirements CheckerDocument Portability CheckerTrust Need AssessmentTOD Deed AssessmentVehicle TOD AssessmentTrust Account Opening GuideTrust or Will Decision Tool
I'm inheriting
Who Inherits CalculatorEstate & Inheritance Tax CalculatorGift Tax CalculatorInheritance Tax GuideStep-Up Basis CalculatorInherited IRA Withdrawal RulesPost-Death Tax Filing Guide
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Home→Tools

Tools for Planning and Settling an Estate

For anyone planning an estate or settling one. Each tool answers for the state you choose: what a will or trust costs, whether an estate needs probate, what executors and trustees are paid, and the taxes on an inheritance.

AllPlanning aheadSettling an estate
All situations40I'm planning ahead22Someone I love died16I'm an executor17I'm a trustee7I'm inheriting7
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

40 tools

Will My Estate Documents Transfer?

Check if estate planning documents signed in one state are valid in another.

Check Portability

Do I Need a Revocable Trust?

Find out if a revocable trust makes sense based on your state, estate value, and family situation.

Check Now

Do I Need a TOD Deed?

Find out if a transfer on death deed can keep your property out of probate.

Check Now

Do I Need a Vehicle TOD?

Find out if you can name a beneficiary on your vehicle title to skip probate.

Check Now

Can I Self-File Probate?

Whether your state lets you open probate yourself, and what it costs with a lawyer and without one.

Check Now

How Do I Get Letters Testamentary?

See the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.

See the Steps

What Are the Creditor Claim Deadlines?

Find creditor claim deadlines, notice requirements, and payment priority order for your state.

Check Deadlines

What Happens When an Estate Is Insolvent?

See the order your state pays an insolvent estate's debts and which claims go unpaid.

Check the Payment Order

How Do I Claim a Deceased Person's Unclaimed Property?

See where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.

Find the Claim Rules

What Happens to Jointly Owned Property When an Owner Dies?

See what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.

See What Is Recorded

How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

See Bank Requirements

How Do I Open a Trust Account at My Bank?

Compare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.

See Bank Requirements

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

What Social Security Survivor Benefits Can I Get?

Which Social Security survivor benefit a spouse, former spouse, child or parent can get, what share it pays, and the lump-sum death payment.

Check Survivor Benefits

Do I Have to File Tax Returns for Someone Who Died?

Find out which tax returns need to be filed after someone dies and whether tax clearance is required.

Check Requirements

What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

Estimate Value

Trust or Will: Which Costs Less?

Compare the cost of probate vs a trust for your state and estate value.

Compare Options

How Do I Settle an Estate?

Personalized plan for settling an estate after someone passes away.

Get Plan

How Do I Settle a Trust?

Personalized plan for settling a trust after the grantor passes away.

Get Plan

What Do I Do When Someone Dies?

A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

Get the Checklist
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Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Codicil to a Will
  • HIPAA Release
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Lady Bird Deed
  • Vehicle Transfer on Death
  • Living Will
  • Forms for Planning Your Estate
  • All forms

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Settle an Estate
  • Estate Tax Calculator
  • Life Insurance
  • Tools for Planning Your Estate
  • Tools for Heirs and Beneficiaries
  • All tools

Compare

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

Learn

  • Revocable Living Trusts
  • Last Wills
  • Articles
  • News
  • State Guides
  • Estate Law
  • Life Events

Directories

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

Company

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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.

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