All Posts and Resources

Back to Trustate Knowledge Base
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
The 6 Phases of Estate Administration - Phase Five: 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 Four: Payment & Taxes
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
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 Two: Asset & Liability Discovery
The 6 Phases of Estate Administration - Phase One: Estate Opening
The 6 Phases of Estate Administration - Phase One: Estate Opening
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
Disclaimers - What is it, and what you need to know
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
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? 
Death and Income Taxes - Who files? How? When? 
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.
What is a 6166 Election?
What is a 6166 Election?
Tax Deadlines for Estate Administrations - What You Need to Know
Tax Deadlines for Estate Administrations - What You Need to Know
IRS Increases Gift and Estate Tax Thresholds for 2023
IRS Increases Gift and Estate Tax Thresholds for 2023
S Corporations - How to Handle Them During Estate Administration and Planning
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
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 Margin and How Does it impact an Estate Administration?
What Is Portability?
What Is Portability?
Art In An Estate- What To Do
Art In An Estate- What To Do
Co-op in an estate administration? What to do first. 
Co-op in an estate administration? What to do first. 
Eagle 9 Policies, Co-ops, and Estate Administration
Eagle 9 Policies, Co-ops, and Estate Administration
What Happens to Student Loans After Someone Dies?
What Happens to Student Loans After Someone Dies?
Who's Who in an Estate Administration
Who's Who in an Estate Administration
What Happens to A Power of Attorney After Someone Dies?
What Happens to A Power of Attorney After Someone Dies?
Probate Vs. Non-Probate Assets - How to recognize the difference.
Probate Vs. Non-Probate Assets - How to recognize the difference.
Estate Expenses - Who Pays What?
Estate Expenses - Who Pays What?
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?
The Oldest Daughter is Most Likely to be Named as an Executor
The Oldest Daughter is Most Likely to be Named as an Executor
§645 Election- What is it and How is it Used?
§645 Election- What is it and How is it Used?
What is Form 1040?
What is Form 1040?
How To Obtain an Estate EIN
How To Obtain an Estate EIN
Prince Passed Away in 2016, So Why is His Estate Still in the News?
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
Heirs’ Property - A Serious Problem Not Enough People Are Talking About
How are Digital Assets Handled in Estate Administration and Planning?
How are Digital Assets Handled in Estate Administration and Planning?
Step-up in Basis - What is it and how does it work?
Step-up in Basis - What is it and how does it work?
My Spouse Died With A Digital Wallet - Now What?
My Spouse Died With A Digital Wallet - Now What?
Probate vs. Estate Administration; What's the Difference?
Probate vs. Estate Administration; What's the Difference?
‘Tis the Season to Empathize with Your Clients
‘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.
Was there a COVID-19 related death in your family in 2020-21? Get funeral expenses reimbursed by FEMA.
Lessons Learned from the Trustate Toolkit
Lessons Learned from the Trustate Toolkit
Who should you tell about your estate plan?
Who should you tell about your estate plan?
How to Talk about your Will with Family
How to Talk about your Will with Family
Should my Will be kept secret?
Should my Will be kept secret?
15 Items to Gather After a Loved One Dies
15 Items to Gather After a Loved One Dies
An Unexpected Loss with an Unexpected Experience
An Unexpected Loss with an Unexpected Experience
In Case You Missed It: What do I do with the car?
In Case You Missed It: What do I do with the car?
How to sell a car directly from an estate
How to sell a car directly from an estate
How to distribute a deceased person’s car to an estate beneficiary
How to distribute a deceased person’s car to an estate beneficiary
Lost Car Title? What to do
Lost Car Title? What to do
How to Transfer Car Titles to a Surviving Joint Owner
How to Transfer Car Titles to a Surviving Joint Owner
What to do when someone dies
What to do when someone dies
5 Surprising Facts About Estate Administration
5 Surprising Facts About Estate Administration