Estate Planning

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

Conservatorship vs. guardianship
Is a conservatorship or a guardianship right for your situation? Find out how the two terms differ and what each entails.
February 1, 2023 · 3 min read
5 reasons to open an estate account
Here are five reasons why it's much better for your executor to administer your estate using an estate account.
February 1, 2023 · 3 min read
Navigating New York's surrogate's court
There are many steps which must be undertaken by executors going through the NY probate process. Get familiar with the process to improve your chances of a successful probate.
February 1, 2023 · 3 min read
The basics of conservatorship
Conservatorship is a legal process in which an adult, or sometimes an organization, is given the legal authority to manage an incapacitated adult's care or finances. Get the details on the situations in which this might be necessary.
February 1, 2023 · 3 min read
The basics of probate accounting in California
California has some very specific guidelines regarding probate accounting. Are you acquainted with all of the responsibilities of an estate trustee in the state?
February 1, 2023 · 3 min read
How to file a small estate affidavit in Florida
Florida offers two fast-track procedures to process small estates. Find out the restrictions and how to use the one that applies to your situation.
January 31, 2023 · 3 min read
How to file a small estate affidavit in California
California's small estate affidavit procedure provides an easy way to inherit property. Find out if your loved one's estate qualifies and what steps you need to take.
January 31, 2023 · 3 min read
How to file a small estate affidavit in Illinois
Illinois allows beneficiaries of small estates to file a small estate affidavit for easy distribution of assets. Find out how to qualify and how to fill out the form.
January 31, 2023 · 2 min read
Essential medical/financial documents for parents of college-bound child
If your child has a serious accident or illness at college, you may not be able to talk to doctors or be involved in your child's care without the right paperwork. Find out what you need to protect your family and avoid being left in the dark.
January 31, 2023 · 4 min read
Using a quitclaim deed for estate planning
Quitclaim deeds are often discussed as a method of estate planning. Learn some of the benefits and pitfalls of this kind of property transfer.
January 31, 2023 · 3 min read

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