Lessons Learned from the Trustate Toolkit
What I like most about the Toolkit is it allows me to feel in control and organized by categorizing recommendations by type, including recommendations for planning, property, relationships, etc. Thanks to the Trustate Toolkit, I'm pleased to report my husband and I are now moving in the right direction and tackling our estate head-on.
Who should you tell about your estate plan?
No one should be left making estate administration decisions on your behalf or trying to guess your end-of-life wishes regarding your estate simply because they do not have the correct information. While some of the contents of your estate can remain a mystery until after you pass, consider letting these four people in on your not-so-secret wishes.
How to Talk about your Will with Family
Earlier this week we covered whether or not you should discuss your estate plan with friends and family. Here, we explain how to do it most effectively.
Should my Will be kept secret?
When to involve others in your estate planning.
15 Items to Gather After a Loved One Dies
When someone passes away, it is common to feel overwhelmed and not know where to begin. In this post, we break down exactly what items you might need at first to begin opening the estate.
An Unexpected Loss with an Unexpected Experience
What happens when you try to secure property and in turn, it backfires?
In Case You Missed It: What do I do with the car?
We prepared four straightforward guides for handling, distributing, and inheriting a car.
How to Transfer Car Titles to a Surviving Joint Owner
Joint Car Title? In this post, Jenna tells us the best way to transfer a car to the surviving owner.
What to do when someone dies
Opening and managing an estate after your loved one dies is daunting. Download our free 20 page resource and learn how estate administrators and executors can handle the process with less anguish.
5 Surprising Facts About Estate Administration
Settling an estate is a complicated process. Read these 5 facts before you get started to avoid common mistakes.