Estate planning &
settlement resources

Featured on
Backed by

Featured resources

Get your personalized after-death checklist

Paste an obituary link and get a free, personalized checklist of everything that comes next.

Resource library

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Deceased Do Not Contact List: How to Stop Marketing Mail

Learn how the Deceased Do Not Contact List stops marketing mail after a loved one's death. This guide covers DDNC registration, USPS, and credit bureaus.
After death logistics

How to Create a Funeral Program to Honor Your Loved One

Learn how to create a funeral program, from writing an obituary and order of service to choosing a layout. A step-by-step guide to honoring your loved one.
After death logistics

What is the Role of an Executor in a Will?

Learn what an executor of a will does, from filing probate to paying debts and distributing inheritances. A practical guide to executor duties in July 2026.
After death logistics

How Long Do You Have to Transfer Property After Death? October 2026

How long you have to transfer property after death depends on ownership type and probate. This guide explains timelines, methods, and key documents. (October
After death logistics

What Happens to Your Crypto When You Die?

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.
After death logistics

Steps to Cancel Medicare After a Death, Oct 2026

A clear guide to canceling Medicare after a death, including SSA notification and closing private plans in 2026.
After death logistics

Digital Estate Planning Guide (December 2025)

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

How to Claim Employer Benefits After a Death August 2026

Employer benefits can include retirement accounts, stock plans, or life insurance that families may not be aware of. This guide explains how to find them, file
End-of-life preparation

How to Report a Death and End Medicaid Coverage

Learn how to report a death and close a Medicaid account. Steps include notifying your state office, handling estate recovery, and documenting closure.
After death logistics

What Happens to a 401(k) After Someone Dies (October 2026)

Learn how a 401(k) is handled after death, who to contact, and what paperwork to expect. Updated October 2026 for current inherited account rules.
After death logistics

How Long Can You Keep an Estate Open After Death?

Learn how long you can keep an estate open after death in June 2026. Covers probate timelines, delays, executor duties, and closure.
After death logistics

Veteran’s Benefits: How to Apply and What You’ll Need

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.
After death logistics

DMV Car Title Transfer After Death (2026)

Find out how to transfer a car title after death, including DMV documents, probate rules, and state requirements for October 2026.
After death logistics

Social Security Survivor Benefits Guide: October 2026

Find out how much a surviving spouse can receive from Social Security and how to apply, updated for October 2026.
After death logistics

How to Stop or Forward Mail After Death (October 2026)

Discover the USPS steps for forwarding or stopping a deceased person's mail, plus tips to prevent fraud in October 2026.
After death logistics

How Elayne Keeps Your Data Safe

Learn how Elayne protects your personal data using bank-level security, encryption, and multi-factor authentication. See why data safety is at the core of what
Inside Elayne

How to Transfer or Update 529 College Savings Accounts

When a 529 account owner or beneficiary passes away, the plan must be formally updated. This guide covers how to identify the account, submit transfer
End-of-life preparation

How to Set Up Fraud Monitoring on Behalf of Someone

Learn how to set up fraud monitoring, credit freezes, and fraud alerts on behalf of someone. Step-by-step guide for executors and POA holders in Dec 2025.
After death logistics

Discovering 401(k) and Retirement Benefits After a Death

Learn how to find 401(k) accounts, pensions, and survivor benefits after a death. June 2026 guide on beneficiary forms, claims, and what to expect.
After death logistics

When Letters Come From Collections After a Death

Receiving debt collection letters after a loved one's death can feel distressing. Learn what they mean, what you owe, and how to respond with calm and
After death logistics

How to Request a Michigan Death Certificate (2026)

Need a Michigan death certificate? See who can apply, what's required, and updated October 2026 processing timelines here.
After death logistics

How to Skip Full Probate in Iowa: October 2026 Guide

Discover Iowa's small estate affidavit process for settling estates without full probate. October 2026 guide with key eligibility rules.
Navigating probate
When someone dies

How to Find Out If Someone Had Life Insurance

Learn how to find out if someone had life insurance after death. Search personal records, contact employers, and use official databases to locate policies.
After death logistics

How to File a Life Insurance Claim After Someone Dies

Filing a life insurance claim after someone dies can feel like a lot. This July 2026 guide walks through each step — from locating the policy to receiving the
After death logistics

Build a legacy that lasts

Try Elayne