The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Being appointed executor of a will is an important — and, let’s face it, somewhat daunting — responsibility. There’s a lot of complexity to settling an estate. But breaking it down into steps, like we’ve done below, can help.
Takeaways
After reading this guide, you’ll know:
The steps to settling an estate
When it’s time to call in a legal professional to help
How to proceed without a will
How long does an executor have to settle an estate?
If you’ve been chosen as executor, it’s up to you to carry out the wishes of the person who’s passed, according to what’s specified in their last will and testament. A large part of settling an estate is making sure all assets are accounted for, then distributing them to the designated beneficiaries.
How long this settlement process takes really depends on the size of the estate and the types of assets involved. A simple estate with just a house and a few bank accounts might take 6-8 months to settle. A more complex estate with multiple types of assets could take several years to finalize.
For that reason, it’s wise to start the wheels of the settlement process turning immediately. Here’s what you’ll need to do.
1. Gather the information you’ll need to settle the estate.
Find the will.
Start by contacting the deceased person’s lawyer, if they hired one. Their attorney will be able to get you a copy of the will.
No attorney? You’ll need to do some detective work. If you have access, check the deceased person’s computer and email, as well as the rest of their home, office, and security deposit box.
You can also check the U.S. Will Registry, where wills can be registered for free.
Get a copy of the death certificate.
Ask for multiple copies from the funeral home. You’ll need to show this document at various points during the settlement process — for instance, to gain access to bank accounts, pay taxes, and notify the Social Security Administration.
2. Determine whether you need help from attorneys.
It’s a misconception that you have to hire a lawyer when you’re settling an estate. An attorney isn’t a requirement, but in many cases, legal know-how and experience can be helpful.
Some reasons that you might consider hiring an attorney:
You need to go to probate court (which oversees the property and debt of a person who’s passed on).
The estate includes a complex asset (like a business).
The will is being contested or family members don’t see eye to eye.
The estate may not have enough money to pay off debts.
You’re not sure that you understand your state's laws and procedures. (It’s not just you — many can be quite complicated.)
You anticipate the estate will need to pay federal or state taxes.
In any of the cases above, professional help could save you both time and money.
3. File the will with probate court.
A petition for probate kicks off the settlement process.
Even if you were already designated as executor in the will, you’ll need to fill out this form. Once it’s approved by the court, you’ll have the legal authority (aka, “Letter of Administration”) to manage the affairs of the estate.
4. Notify agencies and businesses.
When someone dies, businesses and agencies aren’t automatically notified. That will be up to you. Plan to contact:
Banks
Credit card companies
U.S. Post Office
Utility companies
Social Security Administration
Department of Veteran Affairs
Medicare or any other health insurer
Any other businesses with whom the person had financial dealings
You’ll need one safe place to store documentation of the communication you have with each of these entities, especially in case any issues later arise. (Trustworthy can help with this step.)
Depending on the state you’re in and if you’re going through probate, you may also be required to publish a notice of death, typically in a local newspaper. This allows creditors whom you aren’t aware of to contact you and make a claim.
5. Communicate with beneficiaries.
Reach out to each beneficiary to let them know that you take your role seriously and the steps you’ll take to eventually distribute the assets (especially theirs) and settle the estate. (Don’t forget to contact any businesses or charitable organizations that are named as beneficiaries, too.) You may also want to include a copy of the will.
Not sure how to phrase all this? You can find a helpful sample letter to beneficiaries at Executor.org.
6. Take inventory and get assets appraised.
Next, you’ll need to take stock of all the deceased’s assets. Carefully taking inventory allows you to determine if any estate taxes need to be paid. It also allows you to determine if the estate is solvent — ie, you have more assets than debt.
A formal inventory will need to be filed with probate court, but even if you don’t go through probate, you’ll find it helpful to keep a detailed spreadsheet. Trustworthy can help you put together the inventory and store it safely once it is finished.
When you make note of assets:
Be (very) detailed.
For instance, include policy numbers of life insurance policies, the number of shares of each stock, VIN numbers of cars, and the serial number on U.S. savings bonds.
Include "intangible assets."
A copyright on a book, a patent, a signed contract. . .these are all considered assets, so include them in your inventory.
Get professional appraisals.
Unless you’re an expert on all things, it will be hard to accurately guess how much a painting, antique cookie jar, or ‘67 Corvette that’s been a home to raccoons for twenty years is worth. A professional appraiser can give you a concrete answer.
If you’ve hired a lawyer, they may be able to recommend an appraiser. You can also contact a professional organization, like the American Society of Appraisers.
7. Set up a bank account.
A key part of settling an estate is opening up a new bank account to hold the financial assets of the deceased. You’ll use this account to pay bills (like a mortgage), take care of fees associated with the burial, pay off debts, and collect any money owed.
A basic checking account is often appropriate, although some banks offer special estate accounts. If the estate is large and/or complex, you may even need to open more than one account.
A quick note: Before proceeding to the bank, you must apply for a Tax ID or Employer Identification Number (EIN). (Apply online at the IRS to get one immediately.) Bring this documentation with you to the bank, along with:
A copy of the death certificate
Your personal identification
Letter of Administration
8. Collect money and pay off debts.
Once you collect insurance benefits, final wages, and the like, you’ll deposit them into the estate bank account.
You’re also responsible for paying off any unpaid bills or debts of the person who passed. (And debt collectors are allowed to contact you about them.) It’s important to stay on top of these as best you can, so you don’t damage or lose assets. Car payments, electric bills, mortgage payments — these should all be paid in a timely manner.
If you find that the estate doesn’t have enough cash to pay off its debts, you may need to sell some assets. Here’s where a lawyer’s help can be invaluable. As executor, you have a responsibility to be fair to all beneficiaries. If it’s not clear what you can fairly liquidate or you feel the beneficiaries may not agree, call in an impartial attorney.
In the case of an insolvent estate — ie, one that has more debt than assets — state law will decide and prioritize which creditors are paid first.
9. Pay taxes.
The IRS separates the tax returns from a deceased person and their estate, so you’ll have to figure out the different filing requirements of each.
Income tax for the deceased.
You’ll need to file a tax return (Form 1040 or 1040-SR) for the year of death, as well as any previous years in which a tax return was not filed.
Income tax for the estate.
You’re required to file an income tax return (Form 1041) if the assets of the estate exceed $600 annually. If the estate includes a business, that will require its own EIN.
Estate tax returns.
In some cases, you’ll need to file a tax return (Form 706) when assets are transferred to beneficiaries. You can find out more about estate taxes at the IRS website.
10. Distribute assets.
Once all debts and taxes have been paid, you’re ready to distribute assets.
(This timing is important by the way. If you dole out the inheritance first, you may find yourself liable for any leftover estate expenses.)
To avoid issues later on, always ask the beneficiary to sign and date a receipt for each item of their inheritance. You could also include a line about returning payments if they find out there’s been an error.
Some types of assets also come with unique distribution guidelines. For instance:
In some states, a property title will automatically pass to beneficiaries without any formal steps on your part. In other parts of the U.S., you may need to petition the court for distribution.
Stocks and bonds may need to be re-registered in a beneficiary’s name.
A specific dollar amount mentioned in a will (“I leave my great-granddaughter Janie $19.99!”) will need to be written as a check from the estate account you opened.
11. Close the estate.
Once all the above steps have been completed, you’re almost done settling the estate! Lastly, you’ll file a final accounting with the probate court (and make sure each beneficiary has a copy, as well.) This should include:
Income/assets received
Losses to the estate
Amounts paid out to creditors
A detailed accounting of how the inheritance was distributed to the beneficiaries
Some states require a petition to be filed in court before the estate is officially closed. Regardless, the American Bar Association recommends that you still ask each beneficiary to sign an attorney-prepared document that acknowledges their acceptance of the assets (if you haven’t already) and approval of the role you’ve played as executor. It’s a small formality that can protect you from later disagreements. (And Trustworthy gives you a simplified way to keep track of these important papers.)
Common Questions
How do I settle an estate without a will?
Technically, if there’s no will, there’s no executor. But there are still procedures that will have to be followed. The state’s probate court will appoint an administrator or personal representative — who has all the same responsibilities as an executor, just with a different title.
To nominate yourself to be executor, head to the county court and file a petition to begin probate. (Here’s another instance where you’ll need a copy of the death certificate and where working with an attorney could be a wise investment.)
Being an executor of a will isn’t a task to take lightly. In case you haven’t reached this conclusion yourself — settling an estate can be time-consuming. Luckily, Trustworthy has tools to help you streamline the process, protect (and organize) crucial documents, and give you peace of mind during the settlement process.
Being appointed executor of a will is an important — and, let’s face it, somewhat daunting — responsibility. There’s a lot of complexity to settling an estate. But breaking it down into steps, like we’ve done below, can help.
Takeaways
After reading this guide, you’ll know:
The steps to settling an estate
When it’s time to call in a legal professional to help
How to proceed without a will
How long does an executor have to settle an estate?
If you’ve been chosen as executor, it’s up to you to carry out the wishes of the person who’s passed, according to what’s specified in their last will and testament. A large part of settling an estate is making sure all assets are accounted for, then distributing them to the designated beneficiaries.
How long this settlement process takes really depends on the size of the estate and the types of assets involved. A simple estate with just a house and a few bank accounts might take 6-8 months to settle. A more complex estate with multiple types of assets could take several years to finalize.
For that reason, it’s wise to start the wheels of the settlement process turning immediately. Here’s what you’ll need to do.
1. Gather the information you’ll need to settle the estate.
Find the will.
Start by contacting the deceased person’s lawyer, if they hired one. Their attorney will be able to get you a copy of the will.
No attorney? You’ll need to do some detective work. If you have access, check the deceased person’s computer and email, as well as the rest of their home, office, and security deposit box.
You can also check the U.S. Will Registry, where wills can be registered for free.
Get a copy of the death certificate.
Ask for multiple copies from the funeral home. You’ll need to show this document at various points during the settlement process — for instance, to gain access to bank accounts, pay taxes, and notify the Social Security Administration.
2. Determine whether you need help from attorneys.
It’s a misconception that you have to hire a lawyer when you’re settling an estate. An attorney isn’t a requirement, but in many cases, legal know-how and experience can be helpful.
Some reasons that you might consider hiring an attorney:
You need to go to probate court (which oversees the property and debt of a person who’s passed on).
The estate includes a complex asset (like a business).
The will is being contested or family members don’t see eye to eye.
The estate may not have enough money to pay off debts.
You’re not sure that you understand your state's laws and procedures. (It’s not just you — many can be quite complicated.)
You anticipate the estate will need to pay federal or state taxes.
In any of the cases above, professional help could save you both time and money.
3. File the will with probate court.
A petition for probate kicks off the settlement process.
Even if you were already designated as executor in the will, you’ll need to fill out this form. Once it’s approved by the court, you’ll have the legal authority (aka, “Letter of Administration”) to manage the affairs of the estate.
4. Notify agencies and businesses.
When someone dies, businesses and agencies aren’t automatically notified. That will be up to you. Plan to contact:
Banks
Credit card companies
U.S. Post Office
Utility companies
Social Security Administration
Department of Veteran Affairs
Medicare or any other health insurer
Any other businesses with whom the person had financial dealings
You’ll need one safe place to store documentation of the communication you have with each of these entities, especially in case any issues later arise. (Trustworthy can help with this step.)
Depending on the state you’re in and if you’re going through probate, you may also be required to publish a notice of death, typically in a local newspaper. This allows creditors whom you aren’t aware of to contact you and make a claim.
5. Communicate with beneficiaries.
Reach out to each beneficiary to let them know that you take your role seriously and the steps you’ll take to eventually distribute the assets (especially theirs) and settle the estate. (Don’t forget to contact any businesses or charitable organizations that are named as beneficiaries, too.) You may also want to include a copy of the will.
Not sure how to phrase all this? You can find a helpful sample letter to beneficiaries at Executor.org.
6. Take inventory and get assets appraised.
Next, you’ll need to take stock of all the deceased’s assets. Carefully taking inventory allows you to determine if any estate taxes need to be paid. It also allows you to determine if the estate is solvent — ie, you have more assets than debt.
A formal inventory will need to be filed with probate court, but even if you don’t go through probate, you’ll find it helpful to keep a detailed spreadsheet. Trustworthy can help you put together the inventory and store it safely once it is finished.
When you make note of assets:
Be (very) detailed.
For instance, include policy numbers of life insurance policies, the number of shares of each stock, VIN numbers of cars, and the serial number on U.S. savings bonds.
Include "intangible assets."
A copyright on a book, a patent, a signed contract. . .these are all considered assets, so include them in your inventory.
Get professional appraisals.
Unless you’re an expert on all things, it will be hard to accurately guess how much a painting, antique cookie jar, or ‘67 Corvette that’s been a home to raccoons for twenty years is worth. A professional appraiser can give you a concrete answer.
If you’ve hired a lawyer, they may be able to recommend an appraiser. You can also contact a professional organization, like the American Society of Appraisers.
7. Set up a bank account.
A key part of settling an estate is opening up a new bank account to hold the financial assets of the deceased. You’ll use this account to pay bills (like a mortgage), take care of fees associated with the burial, pay off debts, and collect any money owed.
A basic checking account is often appropriate, although some banks offer special estate accounts. If the estate is large and/or complex, you may even need to open more than one account.
A quick note: Before proceeding to the bank, you must apply for a Tax ID or Employer Identification Number (EIN). (Apply online at the IRS to get one immediately.) Bring this documentation with you to the bank, along with:
A copy of the death certificate
Your personal identification
Letter of Administration
8. Collect money and pay off debts.
Once you collect insurance benefits, final wages, and the like, you’ll deposit them into the estate bank account.
You’re also responsible for paying off any unpaid bills or debts of the person who passed. (And debt collectors are allowed to contact you about them.) It’s important to stay on top of these as best you can, so you don’t damage or lose assets. Car payments, electric bills, mortgage payments — these should all be paid in a timely manner.
If you find that the estate doesn’t have enough cash to pay off its debts, you may need to sell some assets. Here’s where a lawyer’s help can be invaluable. As executor, you have a responsibility to be fair to all beneficiaries. If it’s not clear what you can fairly liquidate or you feel the beneficiaries may not agree, call in an impartial attorney.
In the case of an insolvent estate — ie, one that has more debt than assets — state law will decide and prioritize which creditors are paid first.
9. Pay taxes.
The IRS separates the tax returns from a deceased person and their estate, so you’ll have to figure out the different filing requirements of each.
Income tax for the deceased.
You’ll need to file a tax return (Form 1040 or 1040-SR) for the year of death, as well as any previous years in which a tax return was not filed.
Income tax for the estate.
You’re required to file an income tax return (Form 1041) if the assets of the estate exceed $600 annually. If the estate includes a business, that will require its own EIN.
Estate tax returns.
In some cases, you’ll need to file a tax return (Form 706) when assets are transferred to beneficiaries. You can find out more about estate taxes at the IRS website.
10. Distribute assets.
Once all debts and taxes have been paid, you’re ready to distribute assets.
(This timing is important by the way. If you dole out the inheritance first, you may find yourself liable for any leftover estate expenses.)
To avoid issues later on, always ask the beneficiary to sign and date a receipt for each item of their inheritance. You could also include a line about returning payments if they find out there’s been an error.
Some types of assets also come with unique distribution guidelines. For instance:
In some states, a property title will automatically pass to beneficiaries without any formal steps on your part. In other parts of the U.S., you may need to petition the court for distribution.
Stocks and bonds may need to be re-registered in a beneficiary’s name.
A specific dollar amount mentioned in a will (“I leave my great-granddaughter Janie $19.99!”) will need to be written as a check from the estate account you opened.
11. Close the estate.
Once all the above steps have been completed, you’re almost done settling the estate! Lastly, you’ll file a final accounting with the probate court (and make sure each beneficiary has a copy, as well.) This should include:
Income/assets received
Losses to the estate
Amounts paid out to creditors
A detailed accounting of how the inheritance was distributed to the beneficiaries
Some states require a petition to be filed in court before the estate is officially closed. Regardless, the American Bar Association recommends that you still ask each beneficiary to sign an attorney-prepared document that acknowledges their acceptance of the assets (if you haven’t already) and approval of the role you’ve played as executor. It’s a small formality that can protect you from later disagreements. (And Trustworthy gives you a simplified way to keep track of these important papers.)
Common Questions
How do I settle an estate without a will?
Technically, if there’s no will, there’s no executor. But there are still procedures that will have to be followed. The state’s probate court will appoint an administrator or personal representative — who has all the same responsibilities as an executor, just with a different title.
To nominate yourself to be executor, head to the county court and file a petition to begin probate. (Here’s another instance where you’ll need a copy of the death certificate and where working with an attorney could be a wise investment.)
Being an executor of a will isn’t a task to take lightly. In case you haven’t reached this conclusion yourself — settling an estate can be time-consuming. Luckily, Trustworthy has tools to help you streamline the process, protect (and organize) crucial documents, and give you peace of mind during the settlement process.
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Being appointed executor of a will is an important — and, let’s face it, somewhat daunting — responsibility. There’s a lot of complexity to settling an estate. But breaking it down into steps, like we’ve done below, can help.
Takeaways
After reading this guide, you’ll know:
The steps to settling an estate
When it’s time to call in a legal professional to help
How to proceed without a will
How long does an executor have to settle an estate?
If you’ve been chosen as executor, it’s up to you to carry out the wishes of the person who’s passed, according to what’s specified in their last will and testament. A large part of settling an estate is making sure all assets are accounted for, then distributing them to the designated beneficiaries.
How long this settlement process takes really depends on the size of the estate and the types of assets involved. A simple estate with just a house and a few bank accounts might take 6-8 months to settle. A more complex estate with multiple types of assets could take several years to finalize.
For that reason, it’s wise to start the wheels of the settlement process turning immediately. Here’s what you’ll need to do.
1. Gather the information you’ll need to settle the estate.
Find the will.
Start by contacting the deceased person’s lawyer, if they hired one. Their attorney will be able to get you a copy of the will.
No attorney? You’ll need to do some detective work. If you have access, check the deceased person’s computer and email, as well as the rest of their home, office, and security deposit box.
You can also check the U.S. Will Registry, where wills can be registered for free.
Get a copy of the death certificate.
Ask for multiple copies from the funeral home. You’ll need to show this document at various points during the settlement process — for instance, to gain access to bank accounts, pay taxes, and notify the Social Security Administration.
2. Determine whether you need help from attorneys.
It’s a misconception that you have to hire a lawyer when you’re settling an estate. An attorney isn’t a requirement, but in many cases, legal know-how and experience can be helpful.
Some reasons that you might consider hiring an attorney:
You need to go to probate court (which oversees the property and debt of a person who’s passed on).
The estate includes a complex asset (like a business).
The will is being contested or family members don’t see eye to eye.
The estate may not have enough money to pay off debts.
You’re not sure that you understand your state's laws and procedures. (It’s not just you — many can be quite complicated.)
You anticipate the estate will need to pay federal or state taxes.
In any of the cases above, professional help could save you both time and money.
3. File the will with probate court.
A petition for probate kicks off the settlement process.
Even if you were already designated as executor in the will, you’ll need to fill out this form. Once it’s approved by the court, you’ll have the legal authority (aka, “Letter of Administration”) to manage the affairs of the estate.
4. Notify agencies and businesses.
When someone dies, businesses and agencies aren’t automatically notified. That will be up to you. Plan to contact:
Banks
Credit card companies
U.S. Post Office
Utility companies
Social Security Administration
Department of Veteran Affairs
Medicare or any other health insurer
Any other businesses with whom the person had financial dealings
You’ll need one safe place to store documentation of the communication you have with each of these entities, especially in case any issues later arise. (Trustworthy can help with this step.)
Depending on the state you’re in and if you’re going through probate, you may also be required to publish a notice of death, typically in a local newspaper. This allows creditors whom you aren’t aware of to contact you and make a claim.
5. Communicate with beneficiaries.
Reach out to each beneficiary to let them know that you take your role seriously and the steps you’ll take to eventually distribute the assets (especially theirs) and settle the estate. (Don’t forget to contact any businesses or charitable organizations that are named as beneficiaries, too.) You may also want to include a copy of the will.
Not sure how to phrase all this? You can find a helpful sample letter to beneficiaries at Executor.org.
6. Take inventory and get assets appraised.
Next, you’ll need to take stock of all the deceased’s assets. Carefully taking inventory allows you to determine if any estate taxes need to be paid. It also allows you to determine if the estate is solvent — ie, you have more assets than debt.
A formal inventory will need to be filed with probate court, but even if you don’t go through probate, you’ll find it helpful to keep a detailed spreadsheet. Trustworthy can help you put together the inventory and store it safely once it is finished.
When you make note of assets:
Be (very) detailed.
For instance, include policy numbers of life insurance policies, the number of shares of each stock, VIN numbers of cars, and the serial number on U.S. savings bonds.
Include "intangible assets."
A copyright on a book, a patent, a signed contract. . .these are all considered assets, so include them in your inventory.
Get professional appraisals.
Unless you’re an expert on all things, it will be hard to accurately guess how much a painting, antique cookie jar, or ‘67 Corvette that’s been a home to raccoons for twenty years is worth. A professional appraiser can give you a concrete answer.
If you’ve hired a lawyer, they may be able to recommend an appraiser. You can also contact a professional organization, like the American Society of Appraisers.
7. Set up a bank account.
A key part of settling an estate is opening up a new bank account to hold the financial assets of the deceased. You’ll use this account to pay bills (like a mortgage), take care of fees associated with the burial, pay off debts, and collect any money owed.
A basic checking account is often appropriate, although some banks offer special estate accounts. If the estate is large and/or complex, you may even need to open more than one account.
A quick note: Before proceeding to the bank, you must apply for a Tax ID or Employer Identification Number (EIN). (Apply online at the IRS to get one immediately.) Bring this documentation with you to the bank, along with:
A copy of the death certificate
Your personal identification
Letter of Administration
8. Collect money and pay off debts.
Once you collect insurance benefits, final wages, and the like, you’ll deposit them into the estate bank account.
You’re also responsible for paying off any unpaid bills or debts of the person who passed. (And debt collectors are allowed to contact you about them.) It’s important to stay on top of these as best you can, so you don’t damage or lose assets. Car payments, electric bills, mortgage payments — these should all be paid in a timely manner.
If you find that the estate doesn’t have enough cash to pay off its debts, you may need to sell some assets. Here’s where a lawyer’s help can be invaluable. As executor, you have a responsibility to be fair to all beneficiaries. If it’s not clear what you can fairly liquidate or you feel the beneficiaries may not agree, call in an impartial attorney.
In the case of an insolvent estate — ie, one that has more debt than assets — state law will decide and prioritize which creditors are paid first.
9. Pay taxes.
The IRS separates the tax returns from a deceased person and their estate, so you’ll have to figure out the different filing requirements of each.
Income tax for the deceased.
You’ll need to file a tax return (Form 1040 or 1040-SR) for the year of death, as well as any previous years in which a tax return was not filed.
Income tax for the estate.
You’re required to file an income tax return (Form 1041) if the assets of the estate exceed $600 annually. If the estate includes a business, that will require its own EIN.
Estate tax returns.
In some cases, you’ll need to file a tax return (Form 706) when assets are transferred to beneficiaries. You can find out more about estate taxes at the IRS website.
10. Distribute assets.
Once all debts and taxes have been paid, you’re ready to distribute assets.
(This timing is important by the way. If you dole out the inheritance first, you may find yourself liable for any leftover estate expenses.)
To avoid issues later on, always ask the beneficiary to sign and date a receipt for each item of their inheritance. You could also include a line about returning payments if they find out there’s been an error.
Some types of assets also come with unique distribution guidelines. For instance:
In some states, a property title will automatically pass to beneficiaries without any formal steps on your part. In other parts of the U.S., you may need to petition the court for distribution.
Stocks and bonds may need to be re-registered in a beneficiary’s name.
A specific dollar amount mentioned in a will (“I leave my great-granddaughter Janie $19.99!”) will need to be written as a check from the estate account you opened.
11. Close the estate.
Once all the above steps have been completed, you’re almost done settling the estate! Lastly, you’ll file a final accounting with the probate court (and make sure each beneficiary has a copy, as well.) This should include:
Income/assets received
Losses to the estate
Amounts paid out to creditors
A detailed accounting of how the inheritance was distributed to the beneficiaries
Some states require a petition to be filed in court before the estate is officially closed. Regardless, the American Bar Association recommends that you still ask each beneficiary to sign an attorney-prepared document that acknowledges their acceptance of the assets (if you haven’t already) and approval of the role you’ve played as executor. It’s a small formality that can protect you from later disagreements. (And Trustworthy gives you a simplified way to keep track of these important papers.)
Common Questions
How do I settle an estate without a will?
Technically, if there’s no will, there’s no executor. But there are still procedures that will have to be followed. The state’s probate court will appoint an administrator or personal representative — who has all the same responsibilities as an executor, just with a different title.
To nominate yourself to be executor, head to the county court and file a petition to begin probate. (Here’s another instance where you’ll need a copy of the death certificate and where working with an attorney could be a wise investment.)
Being an executor of a will isn’t a task to take lightly. In case you haven’t reached this conclusion yourself — settling an estate can be time-consuming. Luckily, Trustworthy has tools to help you streamline the process, protect (and organize) crucial documents, and give you peace of mind during the settlement process.
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Being appointed executor of a will is an important — and, let’s face it, somewhat daunting — responsibility. There’s a lot of complexity to settling an estate. But breaking it down into steps, like we’ve done below, can help.
Takeaways
After reading this guide, you’ll know:
The steps to settling an estate
When it’s time to call in a legal professional to help
How to proceed without a will
How long does an executor have to settle an estate?
If you’ve been chosen as executor, it’s up to you to carry out the wishes of the person who’s passed, according to what’s specified in their last will and testament. A large part of settling an estate is making sure all assets are accounted for, then distributing them to the designated beneficiaries.
How long this settlement process takes really depends on the size of the estate and the types of assets involved. A simple estate with just a house and a few bank accounts might take 6-8 months to settle. A more complex estate with multiple types of assets could take several years to finalize.
For that reason, it’s wise to start the wheels of the settlement process turning immediately. Here’s what you’ll need to do.
1. Gather the information you’ll need to settle the estate.
Find the will.
Start by contacting the deceased person’s lawyer, if they hired one. Their attorney will be able to get you a copy of the will.
No attorney? You’ll need to do some detective work. If you have access, check the deceased person’s computer and email, as well as the rest of their home, office, and security deposit box.
You can also check the U.S. Will Registry, where wills can be registered for free.
Get a copy of the death certificate.
Ask for multiple copies from the funeral home. You’ll need to show this document at various points during the settlement process — for instance, to gain access to bank accounts, pay taxes, and notify the Social Security Administration.
2. Determine whether you need help from attorneys.
It’s a misconception that you have to hire a lawyer when you’re settling an estate. An attorney isn’t a requirement, but in many cases, legal know-how and experience can be helpful.
Some reasons that you might consider hiring an attorney:
You need to go to probate court (which oversees the property and debt of a person who’s passed on).
The estate includes a complex asset (like a business).
The will is being contested or family members don’t see eye to eye.
The estate may not have enough money to pay off debts.
You’re not sure that you understand your state's laws and procedures. (It’s not just you — many can be quite complicated.)
You anticipate the estate will need to pay federal or state taxes.
In any of the cases above, professional help could save you both time and money.
3. File the will with probate court.
A petition for probate kicks off the settlement process.
Even if you were already designated as executor in the will, you’ll need to fill out this form. Once it’s approved by the court, you’ll have the legal authority (aka, “Letter of Administration”) to manage the affairs of the estate.
4. Notify agencies and businesses.
When someone dies, businesses and agencies aren’t automatically notified. That will be up to you. Plan to contact:
Banks
Credit card companies
U.S. Post Office
Utility companies
Social Security Administration
Department of Veteran Affairs
Medicare or any other health insurer
Any other businesses with whom the person had financial dealings
You’ll need one safe place to store documentation of the communication you have with each of these entities, especially in case any issues later arise. (Trustworthy can help with this step.)
Depending on the state you’re in and if you’re going through probate, you may also be required to publish a notice of death, typically in a local newspaper. This allows creditors whom you aren’t aware of to contact you and make a claim.
5. Communicate with beneficiaries.
Reach out to each beneficiary to let them know that you take your role seriously and the steps you’ll take to eventually distribute the assets (especially theirs) and settle the estate. (Don’t forget to contact any businesses or charitable organizations that are named as beneficiaries, too.) You may also want to include a copy of the will.
Not sure how to phrase all this? You can find a helpful sample letter to beneficiaries at Executor.org.
6. Take inventory and get assets appraised.
Next, you’ll need to take stock of all the deceased’s assets. Carefully taking inventory allows you to determine if any estate taxes need to be paid. It also allows you to determine if the estate is solvent — ie, you have more assets than debt.
A formal inventory will need to be filed with probate court, but even if you don’t go through probate, you’ll find it helpful to keep a detailed spreadsheet. Trustworthy can help you put together the inventory and store it safely once it is finished.
When you make note of assets:
Be (very) detailed.
For instance, include policy numbers of life insurance policies, the number of shares of each stock, VIN numbers of cars, and the serial number on U.S. savings bonds.
Include "intangible assets."
A copyright on a book, a patent, a signed contract. . .these are all considered assets, so include them in your inventory.
Get professional appraisals.
Unless you’re an expert on all things, it will be hard to accurately guess how much a painting, antique cookie jar, or ‘67 Corvette that’s been a home to raccoons for twenty years is worth. A professional appraiser can give you a concrete answer.
If you’ve hired a lawyer, they may be able to recommend an appraiser. You can also contact a professional organization, like the American Society of Appraisers.
7. Set up a bank account.
A key part of settling an estate is opening up a new bank account to hold the financial assets of the deceased. You’ll use this account to pay bills (like a mortgage), take care of fees associated with the burial, pay off debts, and collect any money owed.
A basic checking account is often appropriate, although some banks offer special estate accounts. If the estate is large and/or complex, you may even need to open more than one account.
A quick note: Before proceeding to the bank, you must apply for a Tax ID or Employer Identification Number (EIN). (Apply online at the IRS to get one immediately.) Bring this documentation with you to the bank, along with:
A copy of the death certificate
Your personal identification
Letter of Administration
8. Collect money and pay off debts.
Once you collect insurance benefits, final wages, and the like, you’ll deposit them into the estate bank account.
You’re also responsible for paying off any unpaid bills or debts of the person who passed. (And debt collectors are allowed to contact you about them.) It’s important to stay on top of these as best you can, so you don’t damage or lose assets. Car payments, electric bills, mortgage payments — these should all be paid in a timely manner.
If you find that the estate doesn’t have enough cash to pay off its debts, you may need to sell some assets. Here’s where a lawyer’s help can be invaluable. As executor, you have a responsibility to be fair to all beneficiaries. If it’s not clear what you can fairly liquidate or you feel the beneficiaries may not agree, call in an impartial attorney.
In the case of an insolvent estate — ie, one that has more debt than assets — state law will decide and prioritize which creditors are paid first.
9. Pay taxes.
The IRS separates the tax returns from a deceased person and their estate, so you’ll have to figure out the different filing requirements of each.
Income tax for the deceased.
You’ll need to file a tax return (Form 1040 or 1040-SR) for the year of death, as well as any previous years in which a tax return was not filed.
Income tax for the estate.
You’re required to file an income tax return (Form 1041) if the assets of the estate exceed $600 annually. If the estate includes a business, that will require its own EIN.
Estate tax returns.
In some cases, you’ll need to file a tax return (Form 706) when assets are transferred to beneficiaries. You can find out more about estate taxes at the IRS website.
10. Distribute assets.
Once all debts and taxes have been paid, you’re ready to distribute assets.
(This timing is important by the way. If you dole out the inheritance first, you may find yourself liable for any leftover estate expenses.)
To avoid issues later on, always ask the beneficiary to sign and date a receipt for each item of their inheritance. You could also include a line about returning payments if they find out there’s been an error.
Some types of assets also come with unique distribution guidelines. For instance:
In some states, a property title will automatically pass to beneficiaries without any formal steps on your part. In other parts of the U.S., you may need to petition the court for distribution.
Stocks and bonds may need to be re-registered in a beneficiary’s name.
A specific dollar amount mentioned in a will (“I leave my great-granddaughter Janie $19.99!”) will need to be written as a check from the estate account you opened.
11. Close the estate.
Once all the above steps have been completed, you’re almost done settling the estate! Lastly, you’ll file a final accounting with the probate court (and make sure each beneficiary has a copy, as well.) This should include:
Income/assets received
Losses to the estate
Amounts paid out to creditors
A detailed accounting of how the inheritance was distributed to the beneficiaries
Some states require a petition to be filed in court before the estate is officially closed. Regardless, the American Bar Association recommends that you still ask each beneficiary to sign an attorney-prepared document that acknowledges their acceptance of the assets (if you haven’t already) and approval of the role you’ve played as executor. It’s a small formality that can protect you from later disagreements. (And Trustworthy gives you a simplified way to keep track of these important papers.)
Common Questions
How do I settle an estate without a will?
Technically, if there’s no will, there’s no executor. But there are still procedures that will have to be followed. The state’s probate court will appoint an administrator or personal representative — who has all the same responsibilities as an executor, just with a different title.
To nominate yourself to be executor, head to the county court and file a petition to begin probate. (Here’s another instance where you’ll need a copy of the death certificate and where working with an attorney could be a wise investment.)
Being an executor of a will isn’t a task to take lightly. In case you haven’t reached this conclusion yourself — settling an estate can be time-consuming. Luckily, Trustworthy has tools to help you streamline the process, protect (and organize) crucial documents, and give you peace of mind during the settlement process.
Try Trustworthy today.
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
Try the Family Operating System® for yourself. You (and your family) will love it.
No credit card required.
No credit card required.
Related Articles
May 15, 2024
May 15, 2024
Power of Attorney vs. Will: Understanding the Legal Authority
Power of Attorney vs. Will: Understanding the Legal Authority
May 15, 2024
May 15, 2024
Executor Fees: What Percentage of an Estate Is Typical?
Executor Fees: What Percentage of an Estate Is Typical?
May 9, 2024
May 9, 2024
Power of Attorney Liability: Risks and Responsibilities
Power of Attorney Liability: Risks and Responsibilities
May 9, 2024
May 9, 2024
The Timeline for Obtaining Power of Attorney Explained
The Timeline for Obtaining Power of Attorney Explained
May 7, 2024
May 7, 2024
The Comprehensive Guide to Power of Attorney Responsibilities
The Comprehensive Guide to Power of Attorney Responsibilities
May 3, 2024
May 3, 2024
Deceased's Property: How Long Before It Must Change Names?
Deceased's Property: How Long Before It Must Change Names?
Apr 26, 2024
Apr 26, 2024
Durable Power of Attorney: What Powers Does It Grant?
Durable Power of Attorney: What Powers Does It Grant?
Apr 26, 2024
Apr 26, 2024
How to Draft a Power of Attorney: A Step-by-Step Guide
How to Draft a Power of Attorney: A Step-by-Step Guide
Apr 23, 2024
Apr 23, 2024
Executor's Death: The Next Steps for an Estate
Executor's Death: The Next Steps for an Estate
Apr 19, 2024
Apr 19, 2024
Removing a Deceased Spouse from a Deed: 5 Necessary Steps
Removing a Deceased Spouse from a Deed: 5 Necessary Steps
Apr 17, 2024
Apr 17, 2024
After Death: Can a Spouse Change the Deceased's Will?
After Death: Can a Spouse Change the Deceased's Will?
Apr 17, 2024
Apr 17, 2024
Divorced Spouse's Rights to Property After Death Explained
Divorced Spouse's Rights to Property After Death Explained
Apr 11, 2024
Apr 11, 2024
Navigating Dual Benefits: VA Disability and Social Security
Navigating Dual Benefits: VA Disability and Social Security
Apr 11, 2024
Apr 11, 2024
Veteran Benefit Eligibility: Understanding Denials and Exclusions
Veteran Benefit Eligibility: Understanding Denials and Exclusions
Apr 4, 2024
Apr 4, 2024
Eligibility for Veteran’s Spouse Benefits: What You Need to Know
Eligibility for Veteran’s Spouse Benefits: What You Need to Know
Apr 3, 2024
Apr 3, 2024
VA Disability Payments: Can They Be Discontinued?
VA Disability Payments: Can They Be Discontinued?
Mar 30, 2024
Mar 30, 2024
Veteran Death: Essential Actions and Checklist for Next of Kin
Veteran Death: Essential Actions and Checklist for Next of Kin
Mar 27, 2024
Mar 27, 2024
SLATs in Estate Planning: An Innovative Strategy Explained
SLATs in Estate Planning: An Innovative Strategy Explained
Mar 27, 2024
Mar 27, 2024
Maximize Your Estate Planning with Survivorship Life Insurance
Maximize Your Estate Planning with Survivorship Life Insurance
Mar 23, 2024
Mar 23, 2024
VA Benefits Timeline: When They Stop After Death
VA Benefits Timeline: When They Stop After Death
Mar 20, 2024
Mar 20, 2024
Is Estate Planning a Legitimate Business Expense: Unveiling The Truth
Is Estate Planning a Legitimate Business Expense: Unveiling The Truth
Mar 15, 2024
Mar 15, 2024
Does Right of Survivorship Trump a Will: Legal Insights
Does Right of Survivorship Trump a Will: Legal Insights
Mar 13, 2024
Mar 13, 2024
Palliative Care at Home: Understanding Insurance Coverage
Palliative Care at Home: Understanding Insurance Coverage
Mar 13, 2024
Mar 13, 2024
Navigating Insurance Coverage for Hospice Care A Complete Guide
Navigating Insurance Coverage for Hospice Care A Complete Guide
Mar 9, 2024
Mar 9, 2024
Choosing an Estate Planning Attorney: Traits of Excellence
Choosing an Estate Planning Attorney: Traits of Excellence
Mar 7, 2024
Mar 7, 2024
Can Family Overrule an Advance Directive? What You Need to Know
Can Family Overrule an Advance Directive? What You Need to Know
Mar 7, 2024
Mar 7, 2024
Funding Hospice Care in Nursing Homes: Who Bears the Cost?
Funding Hospice Care in Nursing Homes: Who Bears the Cost?
Mar 5, 2024
Mar 5, 2024
Who Can Legally Witness an Advance Directive? Know Your Rights
Who Can Legally Witness an Advance Directive? Know Your Rights
Mar 5, 2024
Mar 5, 2024
Exploring Hospice Care: What’s Not Included?
Exploring Hospice Care: What’s Not Included?
Mar 5, 2024
Mar 5, 2024
Respite Care in Hospice: Providing Relief for Caregivers
Respite Care in Hospice: Providing Relief for Caregivers
Mar 5, 2024
Mar 5, 2024
Exploring the Spectrum: Different Types of Advance Directives
Exploring the Spectrum: Different Types of Advance Directives
Feb 28, 2024
Feb 28, 2024
Deciding on Hospice Care: Knowing When It's Time
Deciding on Hospice Care: Knowing When It's Time
Feb 27, 2024
Feb 27, 2024
Hospice Care Duration: How Long Can It Last?
Hospice Care Duration: How Long Can It Last?
Feb 27, 2024
Feb 27, 2024
Hospice Care Timeline: Estimating How Long to Live
Hospice Care Timeline: Estimating How Long to Live
Feb 22, 2024
Feb 22, 2024
Doctor-Ordered Hospice Care: When and Why It Happens
Doctor-Ordered Hospice Care: When and Why It Happens
Feb 20, 2024
Feb 20, 2024
Funeral Planning Timeline: How Long Does it Really Take?
Funeral Planning Timeline: How Long Does it Really Take?
Feb 15, 2024
Feb 15, 2024
Writing a Heartfelt Obituary for Your Husband: Inspiring Examples
Writing a Heartfelt Obituary for Your Husband: Inspiring Examples
Feb 14, 2024
Feb 14, 2024
Planning Your Funeral: The Best Age To Start
Planning Your Funeral: The Best Age To Start
Feb 14, 2024
Feb 14, 2024
Crafting a Loving Obituary For Your Son: Meaningful Examples
Crafting a Loving Obituary For Your Son: Meaningful Examples
Jan 18, 2024
Jan 18, 2024
Improving Communication Between Caregivers and Doctors
Improving Communication Between Caregivers and Doctors
Nov 29, 2023
Nov 29, 2023
Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?
Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?
Nov 25, 2023
Nov 25, 2023
Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter
Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter
Nov 25, 2023
Nov 25, 2023
How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?
How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?
Nov 25, 2023
Nov 25, 2023
Can There Be More Then One Eulogy at a Funeral? Etiquette Explained
Can There Be More Then One Eulogy at a Funeral? Etiquette Explained
Nov 24, 2023
Nov 24, 2023
My Dad Died, Can I Get His Retirement Pension?
My Dad Died, Can I Get His Retirement Pension?
Nov 24, 2023
Nov 24, 2023
How Many Copies of a Death Certificate Should You Get?
How Many Copies of a Death Certificate Should You Get?
Nov 24, 2023
Nov 24, 2023
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Nov 24, 2023
Nov 24, 2023
How Do You Receive Inheritance Money WITHOUT any issues?
How Do You Receive Inheritance Money WITHOUT any issues?
Nov 17, 2023
Nov 17, 2023
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Nov 17, 2023
Nov 17, 2023
How To Start a Eulogy: 15 Heartfelt Examples
How To Start a Eulogy: 15 Heartfelt Examples
Nov 14, 2023
Nov 14, 2023
How To Discuss End-of-Life Care With Parents (Simple Guide)
How To Discuss End-of-Life Care With Parents (Simple Guide)
Nov 14, 2023
Nov 14, 2023
How To Cancel a Deceased Person's Subscriptions the EASY Way
How To Cancel a Deceased Person's Subscriptions the EASY Way
Nov 8, 2023
Nov 8, 2023
What Should You Not Put in a Eulogy (9 Things To Avoid)
What Should You Not Put in a Eulogy (9 Things To Avoid)
Nov 7, 2023
Nov 7, 2023
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
Nov 6, 2023
Nov 6, 2023
Does Microsoft Word Have an Obituary Template?
Does Microsoft Word Have an Obituary Template?
Nov 6, 2023
Nov 6, 2023
How To Post an Obituary on Facebook: A Step-by-Step Guide
How To Post an Obituary on Facebook: A Step-by-Step Guide
Nov 6, 2023
Nov 6, 2023
Why Do You Need A Death Certificate For Estate & Probate Process?
Why Do You Need A Death Certificate For Estate & Probate Process?
Nov 2, 2023
Nov 2, 2023
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
Nov 2, 2023
Nov 2, 2023
12 Steps For Writing a Eulogy For Mom
12 Steps For Writing a Eulogy For Mom
Nov 2, 2023
Nov 2, 2023
12 Steps for Writing a Eulogy for Dad
12 Steps for Writing a Eulogy for Dad
Nov 1, 2023
Nov 1, 2023
Who Does The Obituary When Someone Dies?
Who Does The Obituary When Someone Dies?
Nov 1, 2023
Nov 1, 2023
How Late Is Too Late For An Obituary? 6 Steps To Take Today
How Late Is Too Late For An Obituary? 6 Steps To Take Today
Nov 1, 2023
Nov 1, 2023
How Much Does It Cost To Publish An Obituary? Breaking It Down
How Much Does It Cost To Publish An Obituary? Breaking It Down
Nov 1, 2023
Nov 1, 2023
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
Oct 30, 2023
Oct 30, 2023
Where Do You Post an Obituary: A Step-By-Step Guide
Where Do You Post an Obituary: A Step-By-Step Guide
Oct 30, 2023
Oct 30, 2023
Obituary vs Death Note: What Are the Key Differences?
Obituary vs Death Note: What Are the Key Differences?
Oct 5, 2023
Oct 5, 2023
Buying A House With Elderly Parent: 10 Things To Know
Buying A House With Elderly Parent: 10 Things To Know
Sep 14, 2023
Sep 14, 2023
I'm Trapped Caring for Elderly Parents
I'm Trapped Caring for Elderly Parents
Oct 5, 2023
Oct 5, 2023
401(k) and Minors: Can a Minor be a Beneficiary?
401(k) and Minors: Can a Minor be a Beneficiary?
Sep 12, 2023
Sep 12, 2023
How to Self-Direct Your 401(k): Take Control of Your Retirement
How to Self-Direct Your 401(k): Take Control of Your Retirement
Aug 3, 2023
Aug 3, 2023
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
Aug 3, 2023
Aug 3, 2023
The Essential Guide to Preparing for Retirement
The Essential Guide to Preparing for Retirement
Aug 3, 2023
Aug 3, 2023
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Aug 3, 2023
Aug 3, 2023
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Jul 14, 2023
Jul 14, 2023
Are You Legally Responsible For Your Elderly Parents?
Are You Legally Responsible For Your Elderly Parents?
Jun 7, 2023
Jun 7, 2023
How To Travel With Elderly Parent: Here's How to Prepare
How To Travel With Elderly Parent: Here's How to Prepare
Jun 6, 2023
Jun 6, 2023
Checklist For Moving A Parent To Assisted Living
Checklist For Moving A Parent To Assisted Living
Jun 6, 2023
Jun 6, 2023
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
Jun 6, 2023
Jun 6, 2023
How To Stop Elderly Parents From Giving Money Away (9 Tips)
How To Stop Elderly Parents From Giving Money Away (9 Tips)
Jun 6, 2023
Jun 6, 2023
Should Elderly Parents Sign Over Their House? Pros & Cons
Should Elderly Parents Sign Over Their House? Pros & Cons
May 17, 2023
May 17, 2023
Estate Planning: A Comprehensive Guide
Estate Planning: A Comprehensive Guide
May 2, 2023
May 2, 2023
Helping Elderly Parents: The Complete Guide
Helping Elderly Parents: The Complete Guide
May 1, 2023
May 1, 2023
Trustworthy guide: How to organize your digital information
Trustworthy guide: How to organize your digital information
Apr 15, 2023
Apr 15, 2023
Can My Husband Make a Will Without My Knowledge?
Can My Husband Make a Will Without My Knowledge?
Apr 15, 2023
Apr 15, 2023
What is a Last Will and Testament (also known as a Will)?
What is a Last Will and Testament (also known as a Will)?
Apr 15, 2023
Apr 15, 2023
Can A Wife Sell Deceased Husband's Property (6 Rules)
Can A Wife Sell Deceased Husband's Property (6 Rules)
Apr 15, 2023
Apr 15, 2023
Should I Shred Documents Of A Deceased Person? (5 Tips)
Should I Shred Documents Of A Deceased Person? (5 Tips)
Apr 15, 2023
Apr 15, 2023
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Apr 15, 2023
Apr 15, 2023
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Apr 15, 2023
Apr 15, 2023
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Elderly Parents (Complete Guide)
Estate Planning For Elderly Parents (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For High Net Worth & Large Estates
Estate Planning For High Net Worth & Large Estates
Apr 15, 2023
Apr 15, 2023
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
Apr 15, 2023
Apr 15, 2023
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
Apr 15, 2023
Apr 15, 2023
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Apr 15, 2023
Apr 15, 2023
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Apr 15, 2023
Apr 15, 2023
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
Apr 15, 2023
Apr 15, 2023
What To Bring To Estate Planning Meeting (Checklist)
What To Bring To Estate Planning Meeting (Checklist)
Apr 15, 2023
Apr 15, 2023
When Should You Get An Estate Plan? (According To A Lawyer)
When Should You Get An Estate Plan? (According To A Lawyer)
Apr 15, 2023
Apr 15, 2023
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Apr 15, 2023
Apr 15, 2023
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Apr 15, 2023
Apr 15, 2023
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Apr 15, 2023
Apr 15, 2023
Complete List of Things To Do For Elderly Parents (Checklist)
Complete List of Things To Do For Elderly Parents (Checklist)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For A Deceased Person?
How To Get Power of Attorney For A Deceased Person?
Apr 15, 2023
Apr 15, 2023
How To Help Elderly Parents From A Distance? 7 Tips
How To Help Elderly Parents From A Distance? 7 Tips
Apr 15, 2023
Apr 15, 2023
Legal Documents For Elderly Parents: Checklist
Legal Documents For Elderly Parents: Checklist
Apr 15, 2023
Apr 15, 2023
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Apr 15, 2023
Apr 15, 2023
What To Do When A Sibling Is Manipulating Elderly Parents
What To Do When A Sibling Is Manipulating Elderly Parents
Apr 6, 2023
Apr 6, 2023
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Mar 15, 2023
Mar 15, 2023
Settling an Estate: A Step-by-Step Guide
Settling an Estate: A Step-by-Step Guide
Feb 10, 2023
Feb 10, 2023
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
Feb 7, 2023
Feb 7, 2023
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
Feb 6, 2023
Feb 6, 2023
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
Feb 1, 2023
Feb 1, 2023
Can You Collect Your Parents' Social Security When They Die?
Can You Collect Your Parents' Social Security When They Die?
Feb 1, 2023
Feb 1, 2023
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
Feb 1, 2023
Feb 1, 2023
Can You Pay Money Into A Deceased Person's Bank Account?
Can You Pay Money Into A Deceased Person's Bank Account?
Feb 1, 2023
Feb 1, 2023
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Feb 1, 2023
Feb 1, 2023
Does The DMV Know When Someone Dies?
Does The DMV Know When Someone Dies?
Feb 1, 2023
Feb 1, 2023
How To Find A Deceased Person's Lawyer (5 Ways)
How To Find A Deceased Person's Lawyer (5 Ways)
Feb 1, 2023
Feb 1, 2023
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
Feb 1, 2023
Feb 1, 2023
How to Stop Social Security Direct Deposit After Death
How to Stop Social Security Direct Deposit After Death
Feb 1, 2023
Feb 1, 2023
How To Transfer Firearms From A Deceased Person (3 Steps)
How To Transfer Firearms From A Deceased Person (3 Steps)
Feb 1, 2023
Feb 1, 2023
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
What Happens To A Leased Vehicle When Someone Dies?
What Happens To A Leased Vehicle When Someone Dies?
Jan 31, 2023
Jan 31, 2023
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Jan 31, 2023
Jan 31, 2023
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
Jan 31, 2023
Jan 31, 2023
Why Do Funeral Homes Take Fingerprints of the Deceased?
Why Do Funeral Homes Take Fingerprints of the Deceased?
Jan 31, 2023
Jan 31, 2023
What To Do If Your Deceased Parents' Home Is In Foreclosure
What To Do If Your Deceased Parents' Home Is In Foreclosure
Jan 31, 2023
Jan 31, 2023
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Jan 31, 2023
Jan 31, 2023
What Happens If a Deceased Individual Owes Taxes?
What Happens If a Deceased Individual Owes Taxes?
Jan 31, 2023
Jan 31, 2023
Components of Estate Planning: 6 Things To Consider
Components of Estate Planning: 6 Things To Consider
Jan 22, 2023
Jan 22, 2023
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
Jan 8, 2023
Jan 8, 2023
What Does a Typical Estate Plan Include?
What Does a Typical Estate Plan Include?
Apr 15, 2022
Apr 15, 2022
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Apr 15, 2022
Apr 15, 2022
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Mar 2, 2022
Mar 2, 2022
What Does Your “Property” Mean?
What Does Your “Property” Mean?
Mar 2, 2022
Mar 2, 2022
What is the Uniform Trust Code? What is the Uniform Probate Code?
What is the Uniform Trust Code? What is the Uniform Probate Code?
Mar 2, 2022
Mar 2, 2022
Do You Need to Avoid Probate?
Do You Need to Avoid Probate?
Mar 2, 2022
Mar 2, 2022
How is a Trust Created?
How is a Trust Created?
Mar 2, 2022
Mar 2, 2022
What Are Advance Directives?
What Are Advance Directives?
Mar 2, 2022
Mar 2, 2022
What does a Trustee Do?
What does a Trustee Do?
Mar 2, 2022
Mar 2, 2022
What is an Estate Plan? (And why you need one)
What is an Estate Plan? (And why you need one)
Mar 2, 2022
Mar 2, 2022
What is Probate?
What is Probate?
Mar 2, 2022
Mar 2, 2022
What Is Your Domicile & Why It Matters
What Is Your Domicile & Why It Matters
Mar 2, 2022
Mar 2, 2022
What Is a Power of Attorney for Finances?
What Is a Power of Attorney for Finances?
Mar 1, 2022
Mar 1, 2022
Should your family consider an umbrella insurance policy?
Should your family consider an umbrella insurance policy?
Mar 1, 2022
Mar 1, 2022
Do I need a digital power of attorney?
Do I need a digital power of attorney?
Apr 6, 2020
Apr 6, 2020
What Exactly is a Trust?
What Exactly is a Trust?