Estate planning &
settlement resources

Learn how to request an IRS estate tax closing letter after filing Form 706. Steps, timelines, and tips for executors managing high-value estates in 2026.

Learn how to file final state tax returns after someone dies, including which states require returns, key forms, and deadlines. Updated January 2026.

After her father's death, Sofia Morales became the family's executor and decision-maker. See how Elayne helped the Morales family through estate settlement.

Learn how to handle Medicare and Medicaid payments after someone dies, including benefit overpayments, EOB matching, and Medicaid estate recovery claims.

Learn how to cancel an EIN and close business tax filings after a business owner dies in July 2026. File final returns and dissolve the entity correctly.

Estate administration requires filing multiple tax returns with different deadlines. Learn how to track each return and filing status to avoid penalties in

Cloud storage holds irreplaceable photos and documents families need after a death. Learn how to secure accounts, preserve data, and close services. July 2026.

Learn how to secure email accounts after someone dies. This guide covers account identification, fraud prevention, and proper closure steps. (January 2026)

Learn how to transfer or cancel online subscriptions after someone dies in July 2026. Stop recurring charges and protect estate funds with this step-by-step

Learn how to secure digital wallets and payment apps like PayPal, Venmo, and Cash App after someone dies. Protect estate funds and close accounts in July 2026.

Learn how to redeem loyalty points and rewards after someone dies. Airline miles, hotel points, and credit card rewards can be worth thousands — act fast.

Domain names and hosting plans keep auto-renewing after someone dies. Learn how executors can identify, transfer, or cancel these digital assets in July 2026.

Learn how to build a digital account inventory after someone dies. Track email, subscriptions, and financial apps to stop charges and protect estate records in

Learn how to close probate in July 2026. This executor guide covers final accounting, court approval, asset distribution, and protecting yourself from future

Learn how to publish a notice to creditors during probate, meet court deadlines, and protect yourself from personal liability as an executor. July 2026 guide.

Learn how small estate affidavits work, which assets count toward your state's threshold, and when simplified probate procedures apply. Updated July 2026.

Learn how to find all bank and investment accounts after someone dies. A step-by-step guide for executors on locating, confirming, and inventorying accounts.

Learn how to list assets and debts for probate court in January 2026. This guide covers valuations, deadlines, and filing the executor inventory.

Learn how to notify heirs, beneficiaries, and creditors during probate in July 2026. Covers legal notice requirements, creditor claims periods, and executor

Learn how to cancel gym, club, and roadside memberships after a loved one's death in July 2026. Stop recurring charges and recover refunds for the estate.

Learn how to cancel charitable and religious memberships after a loved one's death, stop recurring donations, and handle outstanding pledges in July 2026.

Learn how to identify, return, and document leased equipment after a loved one's death, including internet devices, security systems, and medical equipment, to

Learn how to identify and resolve HOA dues, library accounts, parking permits, and local fines after a loved one's death so they don't delay estate settlement.

Compare estate settlement solutions for adult children managing parents' affairs remotely in January 2026. Automated filings, asset discovery, and family tools.