Estate planning &
settlement resources

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.

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 essential steps to update your estate plan and protect your future together.

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.

Announcing a death isn’t easy, but careful consideration is imperative. Here’s everything you need to know about announcing a death in person and online.

Explore estate planning basics: steps, costs, and must-have documents. Secure your legacy and protect your loved ones. Start planning today.

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

Understand why loss benefits deserve equal attention as fertility benefits, ensuring comprehensive support for employees at all life stages.

Learn how to create a supportive workplace for employees dealing with grief, promoting empathy and resilience in your team.

Essential insights for employers on what to do when an employee dies, from legal obligations to supporting the grieving team.

Explore the crucial link between company culture and bereavement policy to foster a supportive and compassionate workplace.