Estate planning &
settlement resources

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.

See how right of survivorship affects inherited property, probate, and taxes for co-owners and surviving spouses. August 2026.

Attorneys running a probate trade-line search can help identify any hidden creditors or fraud exposure before notice deadlines close. A guide for August 2026.

In August 2026, learn about the NAIC locator, MIB, state unclaimed property databases, and meeting the diligent search standard.

This August 2026 guide explains how to search PBGC for a decedent's pension benefits, report a death, and claim survivor benefits as an executor.

Find out how to submit an NAIC Life Insurance Policy Locator request in August 2026, including what information you need to gather beforehand.

When a policyholder dies, health coverage doesn't continue automatically. Learn about options for COBRA and Marketplace plans in August 2026.

In 2026, New York's estate tax exemption is $7,350,000 and the cliff threshold is $7,717,500. Learn about rates, rules, and what executors must file.

This article covers probate beneficiary notification in August 2026, from triggering events and deadlines to delivery methods and court proof-of-service.

Choosing between Florida summary and formal administration in August 2026? This guide covers thresholds, timelines, and creditor exposure for both tracks.

After someone dies, it's important to know how long their records should be kept. This July 2026 guide covers different document types to make note of.

July 2026 guide for locating a decedent's bank and brokerage accounts, from establishing legal authority to searching unclaimed property records.

Opening an estate bank account in July 2026? This attorney-focused guide covers required documents, fee structures, and fiduciary obligations.

July 2026 guide for estate attorneys on probate notice to creditors, covering dual-notice requirements, state deadlines, and nonprobate notice obligations.

Guide to ancillary probate in Florida and New York for out-of-state estates, covering procedural paths and timelines as of July 2026.

An overview of the NAIC locator, MIB, and state unclaimed property tools. Resources that can help families find a decedent's life insurance policies in 2026.

This July 2026 guide covers search tools and databases that can help estate attorneys during the asset discovery phase of probate.