Estate planning &
settlement resources

Learn how to cancel a cell phone contract after someone dies, including the steps to follow, required documents, and tips to avoid unnecessary fees.

Wondering what happens to credit card debt you die? Learn who’s responsible, how to handle accounts, and what steps to take after a loved one passes.

Google's Inactive Account Manager helps secure your data, manage your digital legacy, and control account access after death.

Learn how to protect a deceased loved one from identity theft. This step-by-step guide covers what to do after death to prevent fraud and secure their legacy.

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your loved ones.

Learn how to delete a deceased loved one's 23andMe account to protect family privacy. Step-by-step guide with required documents and instructions.

When someone dies unexpectedly, it can be overwhelming to know what to do next. This guide provides a step-by-step approach to help you navigate through this difficult time, offering practical advice and support.

Only a few airlines continue to offer bereavement flights in 2025 - Delta Airlines - Air Canada - Alaska Airlines - WestJet

Learn about Employee Assistance Programs (EAPs), how they support employee well-being, and the benefits they offer both employees and employers in this guide.

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your loved ones.

Discussing your estate plan with family is crucial to ensuring your wishes are respected and preventing future conflicts. Learn how to approach this sensitive conversation, set the right tone, and address concerns for a smoother estate planning process.

Trusts are essential tools for estate planning, offering benefits like asset protection, privacy, and tax efficiency. Learn about different types of trusts—testamentary, revocable, irrevocable—and how they can help secure your financial legacy and protect your loved ones.

Designating beneficiaries on your financial accounts is a crucial yet often overlooked aspect of financial planning. Learn how this simple step can help your loved ones avoid probate, ensure quick asset transfer, and align with your estate planning goals.

Bereavement has a hidden cost for businesses, impacting productivity, retention, and performance. Learn why comprehensive support for grieving employees is not just compassionate, but also a smart strategic decision for business success.

Learn how to protect your digital assets in estate planning. From online accounts to cryptocurrency, discover the steps to secure your digital legacy and appoint a digital executor to manage your online presence after death.

Learn the truth about estate planning myths. Discover why everyone needs an estate plan, not just the wealthy, in 2025.

Learn how estate settling impacts employee wellbeing and contributes to burnout. Discover key strategies businesses can implement to support employees and foster a more empathetic workplace

The International Day for the Elderly celebrates the invaluable contributions of older adults and raises awareness of the issues they face. Learn how cultures worldwide honor their elders and discover ways to support senior well-being year-round.

Enhance your employee benefits package with estate planning services, boosting satisfaction, retention, and productivity. Learn how offering estate planning can protect assets, ensure family harmony, and show employees you care about their long-term well-being.

Learn how to navigate the complexities of estate planning for blended families with thoughtful strategies that balance competing interests, minimize conflicts, and ensure fair asset distribution for all family members.

Discover the five essential estate planning documents that everyone should have to protect their assets, provide for loved ones, and ensure their final wishes are respected. Learn how a Last Will, Living Trust, Durable Power of Attorney, Advance Healthcare Directive, and Letter of Intent can offer peace of mind and streamline the estate planning process."

Just married? Learn how to update your estate plan, revise beneficiaries, update wills and trusts, and protect your spouse's financial future.

Understand the serious consequences of dying without a will or trust, and what it means for your loved ones and assets.

Learn the key steps to take when you're named in a will or trust, ensuring you fulfill your responsibilities effectively.