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Revocable Living Trust for Virginia ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Virginia Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Virginia Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Virginia Healthcare Power of AttorneyName someone to make medical decisions if you can't.Virginia Financial Power of AttorneyName someone to manage your finances if you can't.Virginia Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Virginia 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.Virginia Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Virginia Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Virginia Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Virginia Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.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.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.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.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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I'm planning ahead
Virginia Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Virginia Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Virginia Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Virginia Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Virginia Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.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.Virginia Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Virginia Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Virginia Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Virginia Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Virginia TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Virginia Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Virginia Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Virginia Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Virginia Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Virginia Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.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
Virginia Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Virginia Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Virginia Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Virginia Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Virginia Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Virginia Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Virginia Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Virginia Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Virginia Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Virginia Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Virginia Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Virginia Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Virginia Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.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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Revocable Living Trust for Virginia ResidentsVirginia Last Will and TestamentVirginia Pour-Over WillVirginia Healthcare Power of AttorneyVirginia Financial Power of AttorneyVirginia Transfer on Death DeedVirginia Vehicle Transfer on DeathEIN ApplicationVirginia Petition for Probate and LettersVirginia Notice to CreditorsVirginia Renunciation of ExecutorVirginia Living WillAffidavit of HeirshipVirginia Small Estate AffidavitVirginia Estate InventoryVirginia Estate ClosingLetter of InstructionDigital Assets Recovery Letter
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Home→Tools→Virginia

Tools for Planning and Settling an Estate in Virginia

For anyone planning an estate in Virginia or settling one: what a will or trust costs, whether an estate needs probate, what executors and trustees are paid, and the taxes on an inheritance, each answered under Virginia law.

AllPlanning aheadSettling an estate
All situations36I'm planning ahead21Someone I love died13I'm an executor14I'm a trustee7I'm inheriting6
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

36 tools for Virginia

Do I Need a Revocable Trust?

Probate in Virginia takes 6 months to 9 months for a simple estate and charges attorney fees of typically 2.5%Va. Code §§ 64.2-105(B)(12) (fiduciary employs and compensates counsel), 64.2-1208(A) (commissioner of accounts allows reasonable expenses; no statutory percentage)Verified Sep 9, 2026View source to 3.9%Va. Code §§ 64.2-105(B)(12) (fiduciary employs and compensates counsel), 64.2-1208(A) (commissioner of accounts allows reasonable expenses; no statutory percentage)Verified Sep 9, 2026View source of the estate; assets held in a revocable trust skip both.

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Do I Need a TOD Deed?

Virginia authorizes transfer on death deedsVa. Code 64.2-621 to 64.2-638Verified Jul 15, 2026: a recorded, revocable deed that passes real property at death outside probate.

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Do I Need a Vehicle TOD?

Virginia allows a transfer-on-death beneficiary designation on a vehicle titleVa. Code 46.2-633.2Verified Aug 25, 2026View source, filed through the Virginia Department of Motor Vehicles (DMV) using Form VSA 18.

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Can I Self-File Probate?

In Virginia, informal probate is not available, so self-filing means a formal court petition rather than a registrar filing.

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How Do I Get Appointed as Executor?

In Virginia, the Circuit Court appoints the personal representative and the Clerk of the Circuit Court issues Certificate of Qualification; every appointment goes through the court.

See the Steps

What Are the Creditor Claim Deadlines?

In Virginia, the 6 monthsVa. Code §§ 64.2-554, 64.2-556(A) (six months from qualification before distribution may be compelled or ordered over creditors), 64.2-508.1(C)(4) (elective published notice: claims due at least six months from first publication); § 64.2-529 (separate 12-month personal-liability shield for the personal representative); § 64.2-550 (debts-and-demands hearing before the commissioner of accounts)Verified Sep 9, 2026View source period after first publication of the creditor notice protects a representative who distributes after it; late claims can still reach undistributed assets.

Check Deadlines

What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Virginia pays the claims in 10Va. Code § 64.2-528Verified Sep 23, 2026View source classes in statutory order, beginning with costs and expenses of administration.

Check the Payment Order

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

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

Virginia requires a final state income tax return for the decedent alongside the federal Form 1040Va. Code §§ 58.1-320, 58.1-322.03, 58.1-360Verified 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

Trust or Will: Which Costs Less?

In Virginia, a will-based plan pays probate attorney fees of typically 2.5%Va. Code §§ 64.2-105(B)(12) (fiduciary employs and compensates counsel), 64.2-1208(A) (commissioner of accounts allows reasonable expenses; no statutory percentage)Verified Sep 9, 2026View source to 3.9%Va. Code §§ 64.2-105(B)(12) (fiduciary employs and compensates counsel), 64.2-1208(A) (commissioner of accounts allows reasonable expenses; no statutory percentage)Verified Sep 9, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.

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How Do I Settle an Estate?

Settling an estate in Virginia: the personal representative files the estate inventory within 120 daysVa. Code § 64.2-1300Verified Sep 15, 2026View source of appointment; creditors have 6 monthsVa. Code §§ 64.2-508.1, 64.2-528, 64.2-529, 64.2-550, 64.2-552, 64.2-556Verified 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 Virginia happens outside court: the trustee acts under the state's Uniform Trust CodeVa. Code § 64.2-700 et seq.Verified Jul 15, 2026View source, notifies the beneficiaries within 60 daysVa. Code §§ 64.2-775, 64.2-796Verified Sep 15, 2026View source, 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 Virginia, the estate either qualifies for the simplified procedure for estates under $75,000Va. Code § 64.2-600Verified Sep 9, 2026View source or goes through probate, where creditors have 6 monthsVa. Code §§ 64.2-554, 64.2-556(A) (six months from qualification before distribution may be compelled or ordered over creditors), 64.2-508.1(C)(4) (elective published notice: claims due at least six months from first publication); § 64.2-529 (separate 12-month personal-liability shield for the personal representative); § 64.2-550 (debts-and-demands hearing before the commissioner of accounts)Verified Sep 9, 2026View source to file claims after notice.

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