Estate Administration

Trustate Unveils Digital Solution For Trust and Estate Management: The Estate Balance Sheet with Instant Accountings

Navigating (and Mitigating) Ethical Conflicts in Estate Administration and Planning

The Nuts & Bolts of Estate Administration

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

Tax Deadlines for Estate Administrations - What You Need to Know

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?

Trustate Unveils First-of-its-kind Asset and Liability Tool for Trusts and Estates Professionals

How Much of Estate Administration Can be Automated?

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

Who's Who in an Estate Administration

What Happens to A Power of Attorney After Someone Dies?

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?

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?

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?

Should my Will be kept secret?

15 Items to Gather After a Loved One Dies