All Posts and Resources

Maximizing Revenue and Client Retention with Trust Funding

Why Trust Funding Should Be Part of Your Legal Practice

Trustate's Newest Features - November 2023

NEW LAW ALERT - The Corporate Transparency Act

Trustate's Newest Features - July 2023

The Importance of Funding Revocable Trusts During Lifetime: Avoiding Future Problems

Grantor Trust Powers - What Are They?

Types of Grantor Trusts - What Are They, and When to Use Them

Trustate's Newest Features - April 2023

Pre and Post-Drafting Steps You May Want to Include in Your Practice

Executor, Administrator, Trustee, Oh my! - When to use which term, and what they mean.

Transferring a Bank Account vs. Retitling - What's the difference?

The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions

The 6 Phases of Estate Administration - Phase Five: Distributions

The 6 Phases of Estate Administration - Phase Four: Payment & Taxes

The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management

The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery

The 6 Phases of Estate Administration - Phase One: Estate Opening

The 6 Phases of Estate Administration - What are they and why they matter

Disclaimers - What is it, and what you need to know

The Best LegalTech for Trusts and Estates Professionals: The tech & tools that Trustate’s clients can’t stop raving about

Death and Income Taxes - Who files? How? When? 

Got Liquidity Problems in your Estate Administration? How to navigate in this rising rate environment.

What is a 6166 Election?

Tax Deadlines for Estate Administrations - What You Need to Know

IRS Increases Gift and Estate Tax Thresholds for 2023

S Corporations - How to Handle Them During Estate Administration and Planning

Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses

What is Margin and How Does it impact an Estate Administration?

What Is Portability?

Art In An Estate - What To Do

Co-op in an estate administration? What to do first. 

Eagle 9 Policies, Co-ops, and Estate Administration

What Happens to Student Loans After Someone Dies?

Who's Who in an Estate Administration

What Happens to A Power of Attorney After Someone Dies?

Probate Vs. Non-Probate Assets - How to recognize the difference.

Estate Expenses - Who Pays What?

What is a Pretermitted Heir, And What Does it Have To Do With Heath Ledger’s Estate?

The Oldest Daughter is Most Likely to be Named as an Executor

§645 Election- What is it and How is it Used?

What is Form 1040?

How To Obtain an Estate EIN

Prince Passed Away in 2016, So Why is His Estate Still in the News?

Heirs’ Property - A Serious Problem Not Enough People Are Talking About

How are Digital Assets Handled in Estate Administration and Planning?

Step-up in Basis - What is it and how does it work?

My Spouse Died With A Digital Wallet - Now What?

Probate vs. Estate Administration; What's the Difference?

‘Tis the Season to Empathize with Your Clients

Was there a COVID-19 related death in your family in 2020-21? Get funeral expenses reimbursed by FEMA.

Who should you tell about your estate plan?

How to Talk about your Will with Family

Should my Will be kept secret?

15 Items to Gather After a Loved One Dies

An Unexpected Loss with an Unexpected Experience

In Case You Missed It: What do I do with the car?

How to sell a car directly from an estate

How to distribute a deceased person’s car to an estate beneficiary

Lost Car Title? What to do

How to Transfer Car Titles to a Surviving Joint Owner

What to do when someone dies

5 Surprising Facts About Estate Administration