Estate Articles

Complete Guide to Estate Planning
Planning your estate is easier than you may think. Learn the essentials to estate planning and create personalized estate and health care documents to ensure you and your loved ones are protected.
Disinherit Someone from Your Will: A Step-by-Step Guide
Before making the choice to disinherit a family member or relative in your Last Will, consider the consequences of your decision.
Estate Planning for Married Couples
The complete guide to estate planning with a spouse, including the documents and decisions you both need to make.
How Bankruptcy Affects Inheritances and Estate Plans
Discover how bankruptcy takes priority over inheritance claims and estate plans—and what you can do to protect your interests.
How to Appoint a Guardian for Your Children
A parents' step-by-step guide on how to select a caregiver for their children.
How to be the Executor of an Estate
A step-by-step guide to being an executor and settling an estate.
How To Use a Living Trust To Protect Inheritances
Use this a Living Trust to guarantee your loved ones benefit from your life’s achievements as you’d intend them to.
International Travel Checklist
Here are some of the tasks that should be taken care of before you depart on an international trip.
Intestate: Dying Without a Will
Intestate is a term that describes when a person dies without a Last Will and Testament. It may describe either a deceased person or their estate.
Probate: What Does it Mean?
Probate refers to both the process of a court determining the validity of a Last Will and Testament and the personal representative distributing the estate.
Right of Survivorship for Joint Tenants
The right of survivorship is a right granted to joint property owners that ensures the transfer of one owner's stake to the remaining owners in the case of death.
The Complete 2023 Estate Planning Report
Our survey found that 73% of Americans do not have an estate plan. Here's a look at the biggest estate planning struggles and how to complete yours.
What is a Trust Fund?
Trust funds hold assets for beneficiaries to inherit. The primary benefit of trust funds is the avoidance of the probate process which can be a time-consuming and expensive process.
What is an Online Identity Record?
Documenting your various internet accounts and services creates a vital reference work for you and your loved ones. There are several reasons why you should create an online ID record--most importantly because your record is an important part of your estate plan.

Estate Checklists

Executor ChecklistHow to Execute Your Last Will and Testament

Estate Planning Documents

Last Will and TestamentA document used to distribute personal assets to beneficiaries after death.
Power of AttorneyA document used to name a personal representative in the event of incapacitation.
Health Care DirectiveA document that outlines personal health care preferences in the case of an emergency.
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