Estate Settlement

How To Mitigate Risks In Estate Administration

How to add estate administration and trust funding into your practice.

The Nuts & Bolts of Estate Administration

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

Trustate Unveils Revolutionary “All-in-One” Automated Estate Operations & Task Automation Platform

Tax Deadlines for Estate Administrations - What You Need to Know

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

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?

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

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

An Unexpected Loss with an Unexpected Experience

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

What to do when someone dies