Estate planning &
settlement resources

Learn how to find your deceased loved one's accounts with this complete May 2026 guide covering banks, retirement plans, insurance, and unclaimed property.

New York estate tax exemption is $7.35M in May 2026 while federal is $15M. Learn about the cliff rule, filing requirements, and what executors should know.

Learn how to get power of estate after a death without a will in May 2026. Guide to Letters of Administration, state laws, costs, and timelines.

Learn how to find assets of a deceased person online for free using state databases, credit reports, and policy locators. Complete guide for May 2026.

Learn when probate is required for estates, which assets skip court, and how state thresholds shape the process. Plain-language guide for families in May 2026.

Learn how to find the bank accounts of a deceased parent in May 2026. Search tax returns, state databases, and employer records to locate accounts.

Learn what estate administration is and how executors and families settle estates. Complete guide covering process, timeline, and duties. May 2026.

Compare the best estate tax filing services for executors in May 2026. See which handle IRS filings, Form 1041, Form 706, and agency notifications for you.

Learn how to reimburse yourself from an estate account in May 2026. Covers eligible expenses, documentation requirements, timing, and tax treatment.

Are obituaries necessary? Learn what you need to know about obituary requirements, costs, and alternatives for families in May 2026.

Learn how to get letters testamentary in New York with this step-by-step guide. Filing requirements, timelines, and what executors need in May 2026.

Learn how long probate takes in Florida. Most estates run 9-12 months, while summary cases close in 1-3 months. Complete timeline for executors in May 2026.

Learn how to manage multiple inherited bank accounts in May 2026. Find accounts, open estate accounts, handle transfers, and settle inheritances efficiently.

Learn how to manage digital assets after loss, including passwords, accounts, and online presence. Complete guide for families handling digital estates in May 2026.

Learn the difference between probate and non-probate assets and how each affects your family's timeline, costs, and transfers in May 2026.

Learn what happens after a loved one dies with life insurance. Get step-by-step filing instructions, required documents, and timelines for May 2026.

Learn how to search for unclaimed property and inheritance assets in May 2026. Find lost bank accounts, insurance policies, and funds rightfully yours.

Learn how executors notify creditors and manage estate debt properly to avoid personal liability. Complete guide with deadlines and priority rules. May 2026.

Learn how to find assets of a deceased person using state and federal databases at no cost. Complete guide with search strategies for May 2026.

Learn what happens if you die without a will in May 2026. Who inherits, probate costs, timeline, and how intestate succession laws distribute your estate.

Learn how to conduct a complete asset search for deceased family members in May 2026. Find unclaimed property, life insurance, pensions, and more.

Find compassionate phrases to say when someone passes. May 2026 guide.

Learn what executor of the estate means, including legal duties, responsibilities, and timelines. Complete guide for executors in May 2026.

Learn how to handle financial account consolidation after death in May 2026. Get step-by-step instructions for transferring accounts, finding assets, and more.