Estate planning &
settlement resources

Learn how to write a death notice for newspapers in March 2026. Get step-by-step instructions, pricing details, submission deadlines, and examples.

Learn how to track down your deceased parent's financial accounts in March 2026. Search tax returns, state databases, and contact institutions with the right documents.

Learn what letters testamentary are, why executors need them, and how to get them in March 2026. Complete guide to court authorization for estate settlement.

Compare two estate settlement services: Alix and Elayne. Understand differences in pricing and features, to choose the best platform for your family in January 2026.

Learn how to find out if someone has a will in March 2026. Search attorneys, probate courts, the U.S. Will Registry, and home records to locate estate documents.

Learn how to organize financial accounts after death in March 2026. Get step-by-step instructions for locating documents, notifying institutions, and managing transfers.

Complete checklist for finding your mom's bank accounts after death. Learn which documents unlock account access and where banks hide information. March 2026 guide.

After losing her mother, Elayne's CEO built an AI platform to guide families through estate settlement. Here's how she's rethinking a broken system.

Rebecca Lee has spent her career building systems in high-pressure environments. At Elayne, she’s rethinking estate settlement, and turning a fractured process into disciplined architecture.

Hospice and palliative care teams occupy a unique position in healthcare, providing not just medical care but comprehensive support to patients and families facing life-limiting illnesses.

Learn how to delete your Cash App account permanently in March 2026. Step-by-step guide covering balance transfer, transaction history, and account closure.

Learn what a probate attorney does, when you need one, and how much they cost. February 2026 guide covers fees, timelines, and when to hire legal help.

Complete guide to transfer on death deeds in February 2026. Learn how TOD deeds work, state requirements, costs, and when they make sense for your property.

Learn the key differences between wills and trusts in March 2026. Compare probate costs, timelines, and privacy to decide which estate plan protects your family best.

Compare top platforms for unclaimed asset recovery after death in February 2026. Find services that locate missing inheritance and handle claims for you.

Inheriting a timeshare often feels more like inheriting a burden than an asset because these vacation properties come with perpetual annual maintenance fees, special assessments, and complex usage restrictions that make them difficult to sell, expensive to maintain, and legally challenging to simply walk away from even when you never wanted the property in the first place.

Joint bank accounts with right of survivorship typically transfer automatically to the surviving account holder when one owner dies, allowing immediate continued access to funds without probate proceedings or executor involvement.

Complete checklist for what to do when someone dies in February 2026. Learn the steps for death certificates, Social Security, probate, accounts, and more.

Learn per stirpes definition for estate planning. Complete guide to beneficiary designations, examples, and how it affects inheritance. Updated February 2026.

Learn how to choose the right successor trustee in February 2026. Compare family vs professional trustees, understand costs, and avoid common mistakes.

For professionals who work with families after a death, whether you're an estate attorney, financial advisor, insurance agent, or funeral director, one of the most delicate challenges is introducing estate planning conversations when families are deep in grief.

Estate planning conversations naturally complement insurance sales because both address the same fundamental concern: protecting families from financial hardship after death or disability.

Get answers to the most common estate planning questions families face during end-of-life care. Learn about wills, powers of attorney, and final arrangements.

Learn how to set up a trust with this complete step-by-step guide for February 2026. Covers DIY vs attorney costs, funding assets, and choosing trustees.