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Browse all West Virginia attorneys
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, 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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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 AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.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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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
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West Virginia Death Certificate CalculatorWest Virginia Probate Decision ToolWest Virginia Estate Settlement PlanWest Virginia What to Do When Someone Dies Checklist
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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→Tools→Tools for Settling an Estate in West Virginia

Tools for Settling an Estate in West Virginia

For the executor, trustee, or heir after a death in West Virginia: every settlement tool from the first week to the final distribution, each answered from West Virginia statutes, court rules, and fee schedules.

AllPlanning aheadSettling an estate
All situations36I'm planning ahead21Someone I love died13I'm an executor14I'm a trustee7I'm inheriting6
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25 tools for West Virginia

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

West Virginia requires a final state income tax return for the decedent alongside the federal Form 1040W. Va. Code § 11-21-4j; SB 392 (2026 Regular Session)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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

How Do I Settle an Estate?

Settling an estate in West Virginia: the personal representative files the estate inventory within 90 daysW. Va. Code § 44-1-14Verified Sep 15, 2026View source of appointment; creditors have 2 monthsW. Va. Code §§ 44-1-14A, 44-2-21Verified Sep 15, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

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How Do I Settle a Trust?

Settling a trust in West Virginia happens outside court: the trustee acts under the state's Uniform Trust CodeW. Va. Code § 44D-1-101 et seq.Verified Jul 15, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.

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What Do I Do When Someone Dies?

After a death in West Virginia, the estate either qualifies for the simplified procedure for estates under $50,000W.Va. Code § 44-1A-2Verified Sep 9, 2026View source or goes through probate, where creditors have 2 monthsW.Va. Code § 44-1-14a(a)(7) (claims "must be filed within sixty days of the date of first publication"); § 44-3A-4(b) (same sixty days in fiduciary-supervisor counties). The period runs from first publication by the clerk, not from death or qualification.Verified Sep 9, 2026View source to file claims after notice.

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Forms

  • EIN Application
  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
  • Affidavit of Heirship
  • Small Estate Affidavit
  • Estate Inventory
  • Estate Closing
  • Letter of Instruction
  • Digital Assets Recovery Letter
  • Forms for When Someone Dies
  • Forms for Estate Executors
  • Forms for Trustees
  • Forms for Heirs and Beneficiaries
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  • Probate Calculator
  • Settle an Estate
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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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