Estate planning &
settlement resources

Learn which documents are needed to cancel services after a loved one’s passing. This guide outlines what providers usually require, and how to avoid delays or continued billing.

Learn how to cash a deceased person’s check legally. Understand estate requirements, documents needed, and the proper steps to deposit or reissue checks.

Learn how to report a death to TransUnion, what documents you need, and how marking a credit file as “Deceased” helps prevent identity theft and fraud.

Find out how to get a deceased person’s Social Security number legally and safely. This article covers where to look first, and who’s allowed access during estate tasks.

Learn how to notify the VA of a veteran's death in December 2025. Get step-by-step guidance on reporting requirements, documents needed, and survivor benefits available.

Learn how to notify Equifax of a death. This article explains what details to include, and how proper reporting helps protect the deceased’s identity and secure their credit file.

Understand how timeshares pass through an estate, what happens to ongoing fees, and whether beneficiaries have to accept ownership. This guide explains options for transferring, declining, or returning a timeshare after someone dies.

Learn how long to hold on to a loved one’s tax returns and which records matter most. This guide explains the timelines, exceptions, and documents you should keep to help protect the estate and avoid future tax issues.

Learn how to stop Social Security payments after death in December 2025. Step-by-step guide to report deaths, return overpayments, and update SSA records.

Learn how to notify Experian of a death in December 2025. Get step-by-step instructions, required documents, and tips to prevent identity theft after a loved one passes.

Learn how Medicare processes death notifications through the Social Security Administration. This guide explains how to report a death, confirm coverage closures, and prevent billing or fraud issues.

Learn how the Deceased Do Not Contact List helps reduce marketing mail and protect personal information after a loved one’s passing. This guide also explains how to work with USPS, credit bureaus, and other resources to stop unwanted mail.

Funeral programs help guide guests during a service, and are a lasting tribute to the person who passed. In this guide, we cover writing the program’s content, choosing the layout, and adding meaningful details that honor your loved one’s life.

Learn what the law allows when handling a deceased person’s car and why driving without authority can lead to serious issues. This guide walks through required documents, insurance rules, and the steps needed before using or selling the vehicle.

Placing an obituary is a meaningful way to honor a loved one’s life and share service details with others. This guide walks you through writing an obituary, choosing where to publish, and what costs to expect.

Learn what an executor does when managing an estate. This guide outlines their key duties, and the documents needed to carry out a loved one’s final wishes.

Our founding design engineer, Emi Rohn, shares how thoughtful design can support families who’ve lost a loved one. She reflects on building products that are simple to use, and attentive to each family’s needs.

Learn what happens to cryptocurrency when you die and how to protect digital assets. Dec 2025 guide covers private keys, wills, and crypto inheritance planning.

Learn how to protect digital assets after death in December 2025. From crypto to cloud photos, secure your online accounts for loved ones.

Learn what to do with a deceased person's passport in December 2025. Step-by-step guide to cancel a passport after death and prevent identity theft.

Learn how to update or close a Medicaid account after a loved one’s passing. These steps are designed to help you manage the process, and keep track of the relevant paperwork. 

Many estates close within one to two years, but the exact timeline depends on complexity, state laws, and how efficiently tasks are handled. This guide explains what affects the duration of an estate’s settlement, and how to keep the process on track.

Learn how to apply for veterans benefits yourself in December 2025. Get step-by-step instructions, required documents, and tips for VA survivor and burial benefits.

Learn how Elayne protects your information, and uses the same security standards as major banks. We also cover why that commitment is so important to us, and how safety is woven into everything we do.