Legal name change help. Every record, handled.
Clerkwise helps with the legal name change process from court petition to completion, then guides the updates for banks, credit cards, employers, schools, IDs, brokerages, and other records—each with its own requirements.
The court order is the easy part.
People come to this for all kinds of reasons — marriage, divorce, a gender-affirming change, a personal or cultural preference. Whatever brought you here, the legal filing usually only takes an afternoon. What follows is longer: dozens of institutions, each with its own form, its own document requirements, and its own idea of who you need to talk to.
No single process
A bank might accept a scanned court order online. A brokerage down the street might require a notarized copy mailed in and a phone verification.
Getting bounced around
Call centers route you to the wrong department more often than not. The right document, sent to the wrong desk, just sits there.
Mismatches compound
One outdated name on one account can hold up a mortgage application, a background check, or a wire transfer months later.
Five stages, start to closed file.
The same sequence, every time — we just already know the shortcuts and the dead ends inside each stage.
File the petition
We prepare and review your court filing or marriage/divorce documentation, tailored to your state's requirements, so the order comes back clean the first time.
Secure certified copies
Most institutions want an original or certified copy, not a photocopy. We tell you exactly how many to order and where each one needs to go.
Update federal & state records
Social Security, passport, state ID, voter registration — the records that everything else gets checked against.
Work the institution list
Banks, cards, employer HR, insurance, universities, and brokerages — using our records of exactly how each one wants to receive your update.
Confirm and close out
We follow up on anything still pending and give you a final, dated record showing every account is updated.
An index of how each institution actually handles this.
Built from direct experience filing with hundreds of banks, brokerages, universities, and employers — so you're not the one finding out their process by trial and error. Tap a card to see a sample entry.
Pick how much of the list you want off your plate.
Every package includes access to the institution index. The difference is how much of the legwork we take on.
Self-Guided
- Full institution index access (128+ entities)
- Personalized checklist for your accounts
- Petition document review
- Email support (up to 5 inquiries)
Guided & Managed
- Everything in Essentials
- 1:1 consultation call to map your accounts
- Priority support (up to 25 inquiries)
Fully Managed
- Everything in Full Service
- Dedicated case manager
- We handle calls and correspondence directly
- Final closed-file report with confirmations
- Support until every account is confirmed
Not a template. A record.
Our institution index isn't a form letter — it's a running record of exactly how each bank, card issuer, brokerage, and school actually processes a name change: which document they want, whether it needs to be certified, and which department it has to reach before anything else gets updated.
It's built and maintained by people who have gone through the process themselves, and kept updating it every time an institution changes its requirements.
Good to know before you start.
Let's close out the list, institution by institution.
Book a free consultation and we'll map every account that still needs updating.