Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

How to Set Up a Trust Fund: A Comprehensive Guide for 2024
Online and do-it-yourself options walk you through how to set up a trust. Revocable trust, irrevocable trust, living trust, or testamentary trust, all options are available to people from all economic strata.
August 28, 2024 · 14 min read
How to Create a Living Trust in California
A living trust is a powerful estate planning tool that allows you to avoid probate fees and frustrations. Learn more about living trusts in California.
August 28, 2024 · 11 min read
Who Can Override a Power of Attorney?
An individual can typically override their own power of attorney (POA), but termination rights depend on the type of POA and the reasons for canceling it.
August 27, 2024 · 9 min read
10 Questions to Ask a Probate Attorney
A probate attorney has got your back when it comes to dealing with estates. Use these guiding questions to find a lawyer you feel comfortable with.
August 27, 2024 · 10 min read
Can I Write My Own Will and Have It Notarized?
If you’re wondering, can I write my own will? We’ve got the answer. Yes! You can.
August 27, 2024 · 9 min read
Can Power of Attorney Change Beneficiaries on a Bank Account?
Changing beneficiaries on a bank account is a fairly simple process if your power of attorney documents allow it.
August 23, 2024 · 3 min read
How Do You Become the Executor of an Estate Without a Will?
Becoming the administrator of an estate without a will requires petitioning the court and fulfilling a few other requirements before you can begin settling a decedent's estate.
August 23, 2024 · 2 min read
How to Find a Will and Get a Copy
If you want to obtain a copy of a will for legal reasons or simply out of curiosity, you may be able to access it simply by requesting it.
August 21, 2024 · 10 min read
What Is an Executor of Estate? A Legal Guide
An executor of estate is legally responsible for managing the estate's assets and financial matters as per the deceased person's wishes.
August 21, 2024 · 11 min read
The Great Wealth Transfer: How to Protect Your Legacy
Experts estimate that nearly $90 trillion will change generational hands by 2045—but much of it may be lost.
August 20, 2024 · 8 min read

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