Expert guides to help you navigate estate settlement, probate, and the many tasks that come after losing a loved one.
Learn how to avoid probate with living trusts, POD/TOD beneficiary designations, joint ownership, transfer-on-death deeds, and small-estate options.
A warm, practical funeral planning checklist covering arrangements, decisions, typical costs, and money-saving tips to help you plan a funeral with confidence.
Learn how to file a deceased person's taxes: the final 1040, who signs it, Form 1310 for refunds, Form 1041 for estate income, and key IRS deadlines.
Learn how to write a eulogy with a simple step-by-step structure, length and delivery tips, and a short example outline to honor someone you love.
Learn how to write an obituary with a step-by-step guide, real examples, a fill-in-the-blank template, and etiquette tips to honor your loved one with care.
What a medical power of attorney is, how it differs from a financial POA and living will, who to name as your healthcare proxy, and how to set one up.
How to find, access, and close a deceased person's email, social media, financial, and cloud accounts — plus the legacy tools each major platform offers.
Learn what an advance directive is, how a living will and healthcare power of attorney work together, when it takes effect, and how to create one today.
What actually happens when someone dies without a will — who inherits, who administers the estate, and why intestate succession rarely matches what the deceased would have wanted.
What a successor trustee actually has to do after someone dies — from accepting the role to closing the trust. A plain-English duties checklist, no probate required.
Wills vs living trusts made simple: how they differ, what each costs, how they affect probate, and how to choose the right one for your family.
Many estates skip probate entirely with a small estate affidavit. See your state's dollar limit, what you need, and how to file one — step by step.
You can't legally print a certified death certificate at home. Here's what a printed copy is worth, why banks reject it, and how to get real certified copies fast.
What Letters of Testamentary are, why banks and agencies demand them, and the exact steps to get yours from probate court — in plain English.
A complete estate planning checklist to organize your affairs now — wills, beneficiaries, documents, and access — so your family isn't left guessing.
How to file a life insurance claim: the documents you need, how long payout takes, and exactly what to do if the claim is delayed or denied.
How to cancel a deceased person's credit cards, handle the debt, stop fraud, and keep beneficiaries from being held liable — step by step.
How long probate really takes, what causes the delays, and how to speed it up — plus how timelines vary by state and estate size.
How to report a death to Social Security, stop benefits, avoid overpayments you'd have to repay, and claim survivor benefits — step by step.
What an executor actually has to do — from accepting the role to closing the estate. A step-by-step duties checklist, plus the pitfalls to avoid.
Closing a deceased person's bank account, step by step: the documents banks require, how joint and POD accounts work, and what happens to the money.
The complete checklist for what to do when someone dies — from the first 24 hours to closing the estate. 67 clear steps so nothing gets missed.