Estate planning &
settlement resources

Learn how to arrange immediate and long-term pet care after a loved one’s death, including what documents you need, how to transfer records, and how to follow the will or trust.

Learn when an estate needs an EIN, what documents are required, and how to apply with the IRS. A clear guide for executors handling estate taxes and accounts.

Learn how to cancel a deceased person’s driver’s license or state ID, why it’s important, and which documents you need. A simple guide for handling this essential estate task.

Learn which documents are needed to cancel services after a loved one’s passing. This guide outlines what providers usually require, and how to avoid delays or continued billing.

This piece explores why even close families experience strain during estate settlement. It outlines practical ways to reduce tension, create structure, and move through the process with more patience and understanding.

Learn how to cash a deceased person’s check legally. Understand estate requirements, documents needed, and the proper steps to deposit or reissue checks.

Learn how to report a death to TransUnion, what documents you need, and how marking a credit file as “Deceased” helps prevent identity theft and fraud.

Find out how to get a deceased person’s Social Security number legally and safely. This article covers where to look first, and who’s allowed access during estate tasks.

Learn how to notify the VA of a veteran's death in December 2025. Get step-by-step guidance on reporting requirements, documents needed, and survivor benefits available.

Learn how to notify Equifax of a death. This article explains what details to include, and how proper reporting helps protect the deceased’s identity and secure their credit file.

Understand how timeshares pass through an estate, what happens to ongoing fees, and whether beneficiaries have to accept ownership. This guide explains options for transferring, declining, or returning a timeshare after someone dies.

Learn how to stop or update automatic payments after a loved one’s death, including which accounts to check, documents you may need, and how to prevent unwanted charges.

Learn how long to hold on to a loved one’s tax returns and which records matter most. This guide explains the timelines, exceptions, and documents you should keep to help protect the estate and avoid future tax issues.

Learn how to stop Social Security payments after death in December 2025. Step-by-step guide to report deaths, return overpayments, and update SSA records.

Learn how to notify Experian of a death in December 2025. Get step-by-step instructions, required documents, and tips to prevent identity theft after a loved one passes.

Learn how Medicare processes death notifications through the Social Security Administration. This guide explains how to report a death, confirm coverage closures, and prevent billing or fraud issues.

Learn how the Deceased Do Not Contact List helps reduce marketing mail and protect personal information after a loved one’s passing. This guide also explains how to work with USPS, credit bureaus, and other resources to stop unwanted mail.

Funeral programs help guide guests during a service, and are a lasting tribute to the person who passed. In this guide, we cover writing the program’s content, choosing the layout, and adding meaningful details that honor your loved one’s life.

Learn what the law allows when handling a deceased person’s car and why driving without authority can lead to serious issues. This guide walks through required documents, insurance rules, and the steps needed before using or selling the vehicle.

Placing an obituary is a meaningful way to honor a loved one’s life and share service details with others. This guide walks you through writing an obituary, choosing where to publish, and what costs to expect.

Learn what an executor does when managing an estate. This guide outlines their key duties, and the documents needed to carry out a loved one’s final wishes.

Our founding design engineer, Emi Rohn, shares how thoughtful design can support families who’ve lost a loved one. She reflects on building products that are simple to use, and attentive to each family’s needs.

Learn what happens to cryptocurrency when you die and how to protect digital assets. Dec 2025 guide covers private keys, wills, and crypto inheritance planning.

Learn how to protect digital assets after death in December 2025. From crypto to cloud photos, secure your online accounts for loved ones.