Estate planning &
settlement resources

Next of kin governs inheritance and medical decisions. Learn how state law sets the hierarchy. September 2026.

Learn how a Texas Transfer on Death Deed works, including filing steps, recording fees, and beneficiary rules. September 2026.

New York skips inheritance tax but has an estate tax cliff. Learn about exemptions, rates, and what executors need to file. (September 2026)

September 2026 guide on managing a parent's estate across state lines, from ancillary probate to SECURE Act 2.0 inherited IRA deadlines.

What counts as an estate expense, how executor reimbursement works, and how to document costs properly during settlement. September 2026.

A September 2026 guide to probate documents for estate attorneys, from opening filings and Letters Testamentary to creditor notices and tax forms.

Learn about how inheritance works in September 2026, from beneficiary designations and probate to tax matters and SECURE Act 2.0 RMD rules.

When someone dies in Florida without a valid will, state law determines who inherits. This guide covers how homestead rules apply, probate, and more in 2026.

What happens to a 529 account when the owner dies? Learn about successor ownership, probate rules, and tax matters in September 2026.

Estate administration attorneys guide families through items such as probate, creditor claims, and asset distribution. Learn more in September 2026.

September 2026 breakdown of Florida probate timelines for executors, covering summary and formal administration, creditor periods, and more.

California has no inheritance or estate tax. Learn how capital gains, Prop 19, and inherited IRAs can impact estate settlement in September 2026.

How estate attorneys can search probate records by name. Court portal examples, free archives, and key documents covered. September 2026.

Learn what an estate account is and how it works, how to open an account, what documents banks often require, tax filings, and more. September 2026.

A guide to key CT probate forms, from PC-200 to PC-246, including small estate options and where to download forms for free. August 2026.

These steps help prevent deceased identity theft: SSA reporting, credit alerts, and closing digital accounts. August 2026.

Probate estates often take 9 to 24 months to settle. This August 2026 guide covers key steps, trust timelines, and what to expect after closing.

Estate administration workflow for attorneys covering intake, inventory, creditor claims, and tax filing deadlines. August 2026.

How long does NY probate take? Many estates run 7 to 18 months. Learn what shapes the timeline and about small estate alternatives. August 2026.

Learn how the stepped-up basis works, which taxes apply, and what documents executors need when selling inherited property. August 2026.

Learn how the stepped-up basis, long-term capital gains rates, and trust rules affect inherited property sales for beneficiaries. August 2026.

August 2026 guide to New Jersey's inheritance tax: who owes, what's exempt, and how to file the return before the eight-month deadline.

New York's 2026 estate tax exemption is $7,350,000. Learn about the cliff rule, ET-706 filing deadline, and more. August 2026.

Learn about different estate administration software options for attorneys in August 2026. Elayne, Alix, Empathy, and Sunset.