Estate planning &
settlement resources

Alix vs EstateExec breakdown for June 2026. Compare the advisor-led service against the self-service estate settlement tool.

Alix bills 1% of gross estate value for settlement services. Compare costs, coverage, and alternatives in this October 2026 guide.

Learn what a probate sale is, how court-supervised estate property sales work, and what families should know about timelines and requirements in June 2026.

Learn how much an executor of an estate gets paid in June 2026. State-by-state fee structures, tax implications, and when to accept or waive compensation.

Executor of estate paperwork guide for June 2026. Learn which documents, forms, and filings are needed from probate petition to closing statements.

Learn what a letter of administration is, who can apply, required documents, costs, and how to get one in June 2026.

Learn which assets are exempt from probate in Florida. June 2026 guide covers beneficiary accounts, joint property, and trusts.

Learn how to become executor of an estate in June 2026. Court filing fees, required forms, appointment process, and state-specific rules explained.

Learn about the 10-year rule for inherited IRAs, mandatory RMD requirements, and distribution deadlines for beneficiaries in June 2026.

Learn what to do with a safety deposit box after someone dies. Read about the required documents, legal steps, and state rules for June 2026.

Probate typically costs 3% to 8% of an estate. See the October 2026 fee breakdown by state for executors and families.

Learn if you pay taxes on inheritance, how beneficiaries are taxed on inherited property and accounts, and what states have inheritance tax in June 2026.

Learn the assets that bypass probate automatically and how families can plan ahead to avoid court delays and fees. October 2026

Florida has no inheritance tax or state estate tax in July 2026. Learn what families owe federally, capital gains rules, and non-resident estate tax

Learn what it means when a will is in probate, how long the court process takes, and what families should expect during estate settlement in June 2026.

Learn what probate court is, how the process works, and what executors should expect when settling an estate in Arizona, Connecticut, or Ohio. June 2026 guide.

Learn how payable on death bank accounts work, as well as key details about claim processes in June 2026.

Learn which states enforce filial responsibility laws in Oct. 2026, and when adult children can be sued for a deceased parent's nursing home and medical debts.

Learn how a lady bird deed in Florida works, its benefits for executors, and requirements for valid property transfer. Complete guide for June 2026.

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.