Estate planning &
settlement resources

Not sure what to do when a coworker loses a loved one? This guide shares thoughtful gift ideas, message examples, and ways to show ongoing support—so you can respond with care, respect, and empathy.

Need to know how to cancel a credit card after someone dies? Learn the exact steps to take, what documents you’ll need, and how to protect the estate.

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.

It might seem small. But left open, a DNA account can put your family’s privacy at risk.

In this comprehensive guide, we delve into the emotional and practical aspects of discussing grief in the workplace, offering valuable insights and actionable steps to help you through this difficult process.

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.

Here’s everything you need to know about memorializing or deleting a Facebook account after someone dies.

After someone dies closing membership accounts are important. Here’s how to delete your loved one’s Starbucks account.

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.

After losing a loved one, you’ll need to close their financial accounts. Here’s how to close a bank account when someone dies.

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 the critical steps of how to cancel electric service after someone dies, even without passwords, to manage their digital estate effectively.

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.

Here’s everything you need to know about canceling electric service and other common utilities after someone dies

Discover the truth behind common estate planning myths and learn why estate planning is essential for everyone, not just the wealthy. Understand key tools like wills, trusts, and powers of attorney, and how they help protect your assets and loved ones.