Estate planning &
settlement resources

Complete checklist for what to do when someone dies in February 2026. Learn the steps for death certificates, Social Security, probate, accounts, and more.

Learn per stirpes definition for estate planning. Complete guide to beneficiary designations, examples, and how it affects inheritance. Updated February 2026.

Learn how to choose the right successor trustee in February 2026. Compare family vs professional trustees, understand costs, and avoid common mistakes.

Learn how to introduce estate planning to grieving families in July 2026 without overwhelming them. Timing, language, and compassionate approaches for

Insurance professionals who discuss estate planning with clients uncover coverage gaps, build stronger relationships, and grow referrals. Learn why it matters

Get answers to the most common estate planning questions families face during end-of-life care. Learn about wills, powers of attorney, and final arrangements.

Learn how grief affects work performance and how to talk to your supervisor, request accommodations, and manage expectations in July 2026.

Learn how to request bereavement leave from HR, what documentation you'll need, and what to expect from your employer in July 2026.

Complete guide to transfer on death deeds in February 2026. Learn how TOD deeds work, state requirements, costs, and when they make sense for your property.

Learn what next of kin means legally, what authority this role carries, and how it differs from executor or administrator in estate matters.

Learn how clear estate plans, open family communication, and the right executor choice can prevent inheritance disputes. Tips for next of kin — July 2026.

Find the best estate settlement apps for complex family situations in February 2026. Compare tools that offer real coordination, automation, and support.

What happens to credit card points and airline miles when you die? Learn how loyalty programs handle death transfers and how to preserve rewards for your

The best grief books offer companionship, validation, and guidance after losing a loved one. Find the right read for your loss and journey in July 2026.

Learn how to find out if you were in your grandfather's will, from searching probate court records to understanding your rights as a potential heir.

This October 2026 guide covers what Letters Testamentary are, why banks require them, and how long executors typically wait.

Texas law gives executors broad authority, but they cannot cut you out of an inheritance. Learn your rights as a beneficiary and what to do if an executor acts

Learn what an executor of a will actually does, from filing probate to distributing assets. A complete guide to executor duties and responsibilities. July 2026.

A Transfer on Death deed lets you name beneficiaries who inherit your property automatically, skipping probate court. Learn how TOD deeds work in July 2026.

Per stirpes is a Latin will term meaning by branch. It determines how inheritance is distributed if a beneficiary dies before you do. Learn what it means in

What's appropriate to send a grieving coworker, neighbor, or long-distance friend? A modern etiquette guide to sympathy gifts that fit every relationship.

Learn how to find a grief group near you through hospices, hospitals, and online options. Discover the right type of grief support for your needs. (Feb 2026)

A Letter of Administration grants legal authority to manage an intestate estate. Learn who can apply, how the court process works, and what powers

Can you inherit a college fund? Learn what happens to 529 accounts when the owner or beneficiary dies, and what successor owners need to know. July 2026.