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How to add estate administration and trust funding into your practice.
How to add estate administration and trust funding into your practice.
September 24, 2024
Drafting Tips for HNW Clients Date & Time
Drafting Tips for HNW Clients Date & Time
September 24, 2024
Lost in Translation: How to Stop Lawyersplaining!
Lost in Translation: How to Stop Lawyersplaining!
July 18, 2024
Navigating (and Mitigating) Ethical Conflicts in Estate Administration and Planning
Navigating (and Mitigating) Ethical Conflicts in Estate Administration and Planning
July 18, 2024
How Trust Funding Can Be Your New Secret Weapon
How Trust Funding Can Be Your New Secret Weapon
June 5, 2024
Estate Planning Mishaps and How to Draft Better Estate Plans to Avoid Them
Estate Planning Mishaps and How to Draft Better Estate Plans to Avoid Them
June 5, 2024
The Nuts & Bolts of Estate Administration
The Nuts & Bolts of Estate Administration
June 5, 2024
Crummey Notices and Letters: Essential Mechanics for Trust Contributions
Crummey Notices and Letters: Essential Mechanics for Trust Contributions
May 13, 2024
The Strategic Importance of Crummey Powers in Wealth Transfer
The Strategic Importance of Crummey Powers in Wealth Transfer
May 13, 2024
Maximizing Revenue and Client Retention with Trust Funding
Maximizing Revenue and Client Retention with Trust Funding
April 15, 2024
Why Trust Funding Should Be Part of Your Legal Practice
Why Trust Funding Should Be Part of Your Legal Practice
April 2, 2024
Trustate's Newest Features - November 2023
Trustate's Newest Features - November 2023
November 30, 2023
NEW LAW ALERT - The Corporate Transparency Act
NEW LAW ALERT - The Corporate Transparency Act
August 17, 2023
Trustate's Newest Features - July 2023
Trustate's Newest Features - July 2023
July 14, 2023
The Importance of Funding Revocable Trusts During Lifetime: Avoiding Future Problems
The Importance of Funding Revocable Trusts During Lifetime: Avoiding Future Problems
June 7, 2023
Grantor Trust Powers - What Are They?
Grantor Trust Powers - What Are They?
May 24, 2023
Types of Grantor Trusts - What Are They, and When to Use Them
Types of Grantor Trusts - What Are They, and When to Use Them
May 24, 2023
Trustate's Newest Features - April 2023
Trustate's Newest Features - April 2023
April 27, 2023
Pre and Post-Drafting Steps You May Want to Include in Your Practice
Pre and Post-Drafting Steps You May Want to Include in Your Practice
April 6, 2023
Executor, Administrator, Trustee, Oh my! - When to use which term, and what they mean.
Executor, Administrator, Trustee, Oh my! - When to use which term, and what they mean.
February 27, 2023
Transferring a Bank Account vs. Retitling - What's the difference?
Transferring a Bank Account vs. Retitling - What's the difference?
February 27, 2023
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
February 7, 2023
The 6 Phases of Estate Administration - Phase Five: Distributions
The 6 Phases of Estate Administration - Phase Five: Distributions
February 7, 2023
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
February 7, 2023
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
February 7, 2023
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
February 7, 2023
The 6 Phases of Estate Administration - Phase One: Estate Opening
The 6 Phases of Estate Administration - Phase One: Estate Opening
February 7, 2023
The 6 Phases of Estate Administration - What are they and why they matter
The 6 Phases of Estate Administration - What are they and why they matter
February 7, 2023
Disclaimers - What is it, and what you need to know
Disclaimers - What is it, and what you need to know
December 27, 2022
The Best LegalTech for Trusts and Estates Professionals: The tech & tools that Trustate’s clients can’t stop raving about
The Best LegalTech for Trusts and Estates Professionals: The tech & tools that Trustate’s clients can’t stop raving about
November 21, 2022
Death and Income Taxes - Who files? How? When? 
Death and Income Taxes - Who files? How? When? 
November 11, 2022
Got Liquidity Problems in your Estate Administration? How to navigate in this rising rate environment.
Got Liquidity Problems in your Estate Administration? How to navigate in this rising rate environment.
November 11, 2022
What is a 6166 Election?
What is a 6166 Election?
November 11, 2022
Tax Deadlines for Estate Administrations - What You Need to Know
Tax Deadlines for Estate Administrations - What You Need to Know
November 11, 2022
IRS Increases Gift and Estate Tax Thresholds for 2023
IRS Increases Gift and Estate Tax Thresholds for 2023
November 4, 2022
S Corporations - How to Handle Them During Estate Administration and Planning
S Corporations - How to Handle Them During Estate Administration and Planning
October 31, 2022
Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
October 13, 2022
What is Margin and How Does it impact an Estate Administration?
What is Margin and How Does it impact an Estate Administration?
October 5, 2022
What Is Portability?
What Is Portability?
July 22, 2022
Art In An Estate - What To Do
Art In An Estate - What To Do
July 22, 2022
Co-op in an estate administration? What to do first. 
Co-op in an estate administration? What to do first. 
July 5, 2022
Eagle 9 Policies, Co-ops, and Estate Administration
Eagle 9 Policies, Co-ops, and Estate Administration
July 5, 2022
What Happens to Student Loans After Someone Dies?
What Happens to Student Loans After Someone Dies?
May 20, 2022
Who's Who in an Estate Administration
Who's Who in an Estate Administration
May 20, 2022
What Happens to A Power of Attorney After Someone Dies?
What Happens to A Power of Attorney After Someone Dies?
May 12, 2022
Probate Vs. Non-Probate Assets - How to recognize the difference.
Probate Vs. Non-Probate Assets - How to recognize the difference.
May 2, 2022
Estate Expenses - Who Pays What?
Estate Expenses - Who Pays What?
April 15, 2022
What is a Pretermitted Heir, And What Does it Have To Do With Heath Ledger’s Estate?
What is a Pretermitted Heir, And What Does it Have To Do With Heath Ledger’s Estate?
March 21, 2022
The Oldest Daughter is Most Likely to be Named as an Executor
The Oldest Daughter is Most Likely to be Named as an Executor
March 10, 2022
§645 Election- What is it and How is it Used?
§645 Election- What is it and How is it Used?
March 2, 2022
What is Form 1040?
What is Form 1040?
February 22, 2022
How To Obtain an Estate EIN
How To Obtain an Estate EIN
February 11, 2022
Heirs’ Property - A Serious Problem Not Enough People Are Talking About
Heirs’ Property - A Serious Problem Not Enough People Are Talking About
February 1, 2022
How are Digital Assets Handled in Estate Administration and Planning?
How are Digital Assets Handled in Estate Administration and Planning?
January 25, 2022
Step-up in Basis - What is it and how does it work?
Step-up in Basis - What is it and how does it work?
January 17, 2022
My Spouse Died With A Digital Wallet - Now What?
My Spouse Died With A Digital Wallet - Now What?
January 6, 2022
Probate vs. Estate Administration; What's the Difference?
Probate vs. Estate Administration; What's the Difference?
January 4, 2022
‘Tis the Season to Empathize with Your Clients
‘Tis the Season to Empathize with Your Clients
December 17, 2021
Was there a COVID-19 related death in your family in 2020-21? Get funeral expenses reimbursed by FEMA.
Was there a COVID-19 related death in your family in 2020-21? Get funeral expenses reimbursed by FEMA.
April 15, 2021
Who should you tell about your estate plan?
Who should you tell about your estate plan?
December 2, 2020
How to Talk about your Will with Family
How to Talk about your Will with Family
November 20, 2020
Should my Will be kept secret?
Should my Will be kept secret?
November 18, 2020
15 Items to Gather After a Loved One Dies
15 Items to Gather After a Loved One Dies
October 29, 2020
An Unexpected Loss with an Unexpected Experience
An Unexpected Loss with an Unexpected Experience
October 21, 2020
In Case You Missed It: What do I do with the car?
In Case You Missed It: What do I do with the car?
October 19, 2020
How to sell a car directly from an estate
How to sell a car directly from an estate
October 16, 2020
How to distribute a deceased person’s car to an estate beneficiary
How to distribute a deceased person’s car to an estate beneficiary
October 14, 2020
Lost Car Title? What to do
Lost Car Title? What to do
October 12, 2020
How to Transfer Car Titles to a Surviving Joint Owner
How to Transfer Car Titles to a Surviving Joint Owner
October 12, 2020
What to do when someone dies
What to do when someone dies
August 18, 2020
5 Surprising Facts About Estate Administration
5 Surprising Facts About Estate Administration
August 3, 2020
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