Estate Planning

Does Right of Survivorship Trump a Will: Legal Insights

does right of survivorship trump a will

Joel Lim

Mar 15, 2024

Buying property with your partner is a significant milestone and something to celebrate, but it also comes with big responsibilities should one of you pass away. Transferring property ownership is a relatively simple process, but things get a little more complicated when two people own the property. 

To prevent complications with property transfers, people are given the right of survivorship. You may wonder what this means, how it works, and whether it trumps a will. In this guide, we’ll explore whether a right of survivorship trumps a will from a legal point of view. 


Key Takeaways 

  • When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title.

  • A right of survivorship makes the transfer of property automatic to avoid probate and waiting periods. 

  • If the right of survivorship is valid, it will always override a will in place. 


Right of Survivorship Explained

right of survivorship explained

If you’re in the process of buying property or setting up your end-of-life plans with an estate planning attorney, you’ve likely come across the term “right of survivorship.”

John Roth, an estate planning attorney and owner of Hawaiʻi Trust & Estate Counsel, explains:

“Rights of survivorship means if you own a joint asset with another person, if one owner dies, that asset automatically goes to the surviving owner(s) because there are rights of survivorship… Rights of survivorship are important for real estate on your deed if you own real estate with another owner.”

When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title. This makes the transfer of property automatic and problem-free. 

So, if one property owner passes away, the property is transferred to the other owner(s), and this line of survivorship carries on until one owner is left with all shares in the property. This protects the property from being transferred to an outside person without consent from the owners. 

Many married couples use a right of survivorship to ensure if their spouse passes away, the property is automatically transferred to them. The surviving owner can then leave the property to somebody of their choosing in a trust or through their own will. 


Does Right of Survivorship Override a Will?

does right of survivorship override a will

One of the most commonly asked questions about the right of survivorship is if it overrides a will. If the right of survivorship is valid, it will always override a will. This means even if you name someone as a beneficiary to your property but have a survivorship deed in the property title, the beneficiary named in the will be passed over.

Once the survivor receives ownership of the property, they can choose whether to share it with the person named in the will. As you can imagine, this can cause family conflict if the deceased does not inform family members about the deed of survivorship. Another thing to consider is estate taxes. Surviving owners are responsible for paying estate taxes on their newly acquired property, so you should ensure all future owners are aware of it. 

One exception allows a will to override the right of survivorship. This is known as “tenancy in common.” Tenancy in common occurs when there are multiple owners of a property. Because this type of ownership does not include the right of survivorship, each owner has the right to pass their share of the property to their chosen beneficiary through their personal will. This is the only time a will can legally override the right of survivorship. 

Keep all your important documents, such as title deeds and your will, stored in a secure location like Trustworthy. Trustworthy is a family operating system you can use to ensure all your documents are organized and people can access them via the permission-to-access features. 


Right of Survivorship vs Will Differences 

As you continue with your estate planning, you’ll likely wonder what the difference between a will and a right of survivorship is since they both transfer assets to another person after the owner's death. Here are some of the differences between these two estate planning methods. 

Different Document Type 

The first difference between the right of survivorship and a will is they’re very different types of documents. For example, the right of survivorship is not actually a document like a will. Instead, it’s an attribute of property ownership that appears as a stipulation on the property title deed. 

Property and Assets Included 

One of the simplest ways to remember the difference between a will and a right of survivorship is that a will is tied to an individual, and a right of survivorship concerns property ownership only. 

As an individual, you use a will to pass on all of your assets, including property (if you are the sole owner), to the beneficiaries. If you have joint property ownership, then this transfer of property will happen according to the right of survivorship stipulation on your title deed. 

Users of a Will and Right of Survivorship 

The difference between these two estate planning strategies is that any individual can create a will even if they own property. Still, only joint property owners can use a right of survivorship. Use Trustworthy to keep your will safe and allow easy access to your estate planning attorney or family members. 

The Manner of Property Transfers 

While both the will and right of survivorship allow for the transfer of property, the difference lies in how this transfer takes place. The right of survivorship allows property to be transferred automatically without any waiting periods. 

A will, however, is not an automatic process. The estate must go through the entire probate process before the court decides how ownership of the property is transferred. This process can take months to complete, and during this time, the person who is set to inherit the property cannot take any action until the process is complete, which can be frustrating. 

Beneficiaries 

When a property is transferred through a will, the beneficiary named in the will can bequeath that property to their heir. However, with the right of survivorship, the property is not transferred to a descendant or an heir. Instead, it is transferred to the next surviving owner.   


Joint Tenancy, Tenancy in Common & Other Agreements

joint tenancy, tenancy in common & other agreements

In addition to the right of survivorship, you may have encountered other agreements like joint tenancy, tenancy in common, and tenants by entirety. These are other estate planning strategies that involve property. 

Joint Tenancy

Joint tenancy is when two or more people own property together. This is known as the right of survival. All property owners will come together to create a legally binding agreement specifying the shares of each owner. 

This type of agreement also outlines how the profits and other benefits are shared and each owner’s financial obligations. This joint tenancy is only valid if the owners are listed as joint tenants on the title deed. 

Tenancy in Common

Tenancy in common occurs when multiple property owners have different ownership interests and unequal shares. We’ve mentioned this before, but a right of survivorship does not apply to this type of property agreement, and so a will is used instead.  

Tenancy By Entirety

The other type of property agreement you can use is tenancy by entirety. This type of property ownership is only used by married couples so spouses can own property as a single entity rather than two. 

This is also a form of right of survival, which means if one spouse passes away, the surviving spouse will receive full ownership of the property. For this type of arrangement to work, both spouses need to agree with each other about all property decisions. This means one spouse cannot sell a share of the property without consent. This gives couples peace of mind that their spouse will be cared for.  


Importance of Consulting an Estate Planning Attorney

importance of consulting an estate planning attorney

With so many different terms, rules, and agreements, it’s easy to get confused about which type best suits your needs. Consulting with an estate planning attorney is recommended to avoid any unnecessary complications or misunderstandings caused by a simple error. 

Your estate planning attorney will draft a right of survivorship stipulation that is guaranteed valid and meets the rules and requirements outlined by your state. If you believe the document does not clearly stipulate the right of survivorship with joint tenancy, your attorney can assist with challenging it. 

Keep all your ducks in a row by storing all your estate planning documents on Trustworthy. This can include email correspondence with your attorney and copies of your will and property titles. Share access to this information with your attorney to help streamline the planning process.  


Frequently Asked Questions (FAQs)  

What is the primary advantage of being a joint tenant with the right of survivorship?

The primary advantage of this estate planning strategy is that the property is transferred automatically to the surviving owner without probate or long waiting periods. 

What is the purpose of a survivorship clause in a will?

This clause states that the beneficiaries named in a will can only inherit after living for a specified amount of time after the trust-maker dies. This survivorship period lasts between five and 60 days. 

Does right of survivorship avoid inheritance tax?

No, it does not avoid inheritance tax. 

Do bank accounts have right of survivorship?

Yes, many joint bank accounts will include automatic rights of survivorship, so the surviving account signer will receive ownership of the money in the account without any interruptions.

Estate Planning

Does Right of Survivorship Trump a Will: Legal Insights

does right of survivorship trump a will

Joel Lim

Mar 15, 2024

Buying property with your partner is a significant milestone and something to celebrate, but it also comes with big responsibilities should one of you pass away. Transferring property ownership is a relatively simple process, but things get a little more complicated when two people own the property. 

To prevent complications with property transfers, people are given the right of survivorship. You may wonder what this means, how it works, and whether it trumps a will. In this guide, we’ll explore whether a right of survivorship trumps a will from a legal point of view. 


Key Takeaways 

  • When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title.

  • A right of survivorship makes the transfer of property automatic to avoid probate and waiting periods. 

  • If the right of survivorship is valid, it will always override a will in place. 


Right of Survivorship Explained

right of survivorship explained

If you’re in the process of buying property or setting up your end-of-life plans with an estate planning attorney, you’ve likely come across the term “right of survivorship.”

John Roth, an estate planning attorney and owner of Hawaiʻi Trust & Estate Counsel, explains:

“Rights of survivorship means if you own a joint asset with another person, if one owner dies, that asset automatically goes to the surviving owner(s) because there are rights of survivorship… Rights of survivorship are important for real estate on your deed if you own real estate with another owner.”

When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title. This makes the transfer of property automatic and problem-free. 

So, if one property owner passes away, the property is transferred to the other owner(s), and this line of survivorship carries on until one owner is left with all shares in the property. This protects the property from being transferred to an outside person without consent from the owners. 

Many married couples use a right of survivorship to ensure if their spouse passes away, the property is automatically transferred to them. The surviving owner can then leave the property to somebody of their choosing in a trust or through their own will. 


Does Right of Survivorship Override a Will?

does right of survivorship override a will

One of the most commonly asked questions about the right of survivorship is if it overrides a will. If the right of survivorship is valid, it will always override a will. This means even if you name someone as a beneficiary to your property but have a survivorship deed in the property title, the beneficiary named in the will be passed over.

Once the survivor receives ownership of the property, they can choose whether to share it with the person named in the will. As you can imagine, this can cause family conflict if the deceased does not inform family members about the deed of survivorship. Another thing to consider is estate taxes. Surviving owners are responsible for paying estate taxes on their newly acquired property, so you should ensure all future owners are aware of it. 

One exception allows a will to override the right of survivorship. This is known as “tenancy in common.” Tenancy in common occurs when there are multiple owners of a property. Because this type of ownership does not include the right of survivorship, each owner has the right to pass their share of the property to their chosen beneficiary through their personal will. This is the only time a will can legally override the right of survivorship. 

Keep all your important documents, such as title deeds and your will, stored in a secure location like Trustworthy. Trustworthy is a family operating system you can use to ensure all your documents are organized and people can access them via the permission-to-access features. 


Right of Survivorship vs Will Differences 

As you continue with your estate planning, you’ll likely wonder what the difference between a will and a right of survivorship is since they both transfer assets to another person after the owner's death. Here are some of the differences between these two estate planning methods. 

Different Document Type 

The first difference between the right of survivorship and a will is they’re very different types of documents. For example, the right of survivorship is not actually a document like a will. Instead, it’s an attribute of property ownership that appears as a stipulation on the property title deed. 

Property and Assets Included 

One of the simplest ways to remember the difference between a will and a right of survivorship is that a will is tied to an individual, and a right of survivorship concerns property ownership only. 

As an individual, you use a will to pass on all of your assets, including property (if you are the sole owner), to the beneficiaries. If you have joint property ownership, then this transfer of property will happen according to the right of survivorship stipulation on your title deed. 

Users of a Will and Right of Survivorship 

The difference between these two estate planning strategies is that any individual can create a will even if they own property. Still, only joint property owners can use a right of survivorship. Use Trustworthy to keep your will safe and allow easy access to your estate planning attorney or family members. 

The Manner of Property Transfers 

While both the will and right of survivorship allow for the transfer of property, the difference lies in how this transfer takes place. The right of survivorship allows property to be transferred automatically without any waiting periods. 

A will, however, is not an automatic process. The estate must go through the entire probate process before the court decides how ownership of the property is transferred. This process can take months to complete, and during this time, the person who is set to inherit the property cannot take any action until the process is complete, which can be frustrating. 

Beneficiaries 

When a property is transferred through a will, the beneficiary named in the will can bequeath that property to their heir. However, with the right of survivorship, the property is not transferred to a descendant or an heir. Instead, it is transferred to the next surviving owner.   


Joint Tenancy, Tenancy in Common & Other Agreements

joint tenancy, tenancy in common & other agreements

In addition to the right of survivorship, you may have encountered other agreements like joint tenancy, tenancy in common, and tenants by entirety. These are other estate planning strategies that involve property. 

Joint Tenancy

Joint tenancy is when two or more people own property together. This is known as the right of survival. All property owners will come together to create a legally binding agreement specifying the shares of each owner. 

This type of agreement also outlines how the profits and other benefits are shared and each owner’s financial obligations. This joint tenancy is only valid if the owners are listed as joint tenants on the title deed. 

Tenancy in Common

Tenancy in common occurs when multiple property owners have different ownership interests and unequal shares. We’ve mentioned this before, but a right of survivorship does not apply to this type of property agreement, and so a will is used instead.  

Tenancy By Entirety

The other type of property agreement you can use is tenancy by entirety. This type of property ownership is only used by married couples so spouses can own property as a single entity rather than two. 

This is also a form of right of survival, which means if one spouse passes away, the surviving spouse will receive full ownership of the property. For this type of arrangement to work, both spouses need to agree with each other about all property decisions. This means one spouse cannot sell a share of the property without consent. This gives couples peace of mind that their spouse will be cared for.  


Importance of Consulting an Estate Planning Attorney

importance of consulting an estate planning attorney

With so many different terms, rules, and agreements, it’s easy to get confused about which type best suits your needs. Consulting with an estate planning attorney is recommended to avoid any unnecessary complications or misunderstandings caused by a simple error. 

Your estate planning attorney will draft a right of survivorship stipulation that is guaranteed valid and meets the rules and requirements outlined by your state. If you believe the document does not clearly stipulate the right of survivorship with joint tenancy, your attorney can assist with challenging it. 

Keep all your ducks in a row by storing all your estate planning documents on Trustworthy. This can include email correspondence with your attorney and copies of your will and property titles. Share access to this information with your attorney to help streamline the planning process.  


Frequently Asked Questions (FAQs)  

What is the primary advantage of being a joint tenant with the right of survivorship?

The primary advantage of this estate planning strategy is that the property is transferred automatically to the surviving owner without probate or long waiting periods. 

What is the purpose of a survivorship clause in a will?

This clause states that the beneficiaries named in a will can only inherit after living for a specified amount of time after the trust-maker dies. This survivorship period lasts between five and 60 days. 

Does right of survivorship avoid inheritance tax?

No, it does not avoid inheritance tax. 

Do bank accounts have right of survivorship?

Yes, many joint bank accounts will include automatic rights of survivorship, so the surviving account signer will receive ownership of the money in the account without any interruptions.

Estate Planning

Does Right of Survivorship Trump a Will: Legal Insights

does right of survivorship trump a will

Joel Lim

Mar 15, 2024

Buying property with your partner is a significant milestone and something to celebrate, but it also comes with big responsibilities should one of you pass away. Transferring property ownership is a relatively simple process, but things get a little more complicated when two people own the property. 

To prevent complications with property transfers, people are given the right of survivorship. You may wonder what this means, how it works, and whether it trumps a will. In this guide, we’ll explore whether a right of survivorship trumps a will from a legal point of view. 


Key Takeaways 

  • When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title.

  • A right of survivorship makes the transfer of property automatic to avoid probate and waiting periods. 

  • If the right of survivorship is valid, it will always override a will in place. 


Right of Survivorship Explained

right of survivorship explained

If you’re in the process of buying property or setting up your end-of-life plans with an estate planning attorney, you’ve likely come across the term “right of survivorship.”

John Roth, an estate planning attorney and owner of Hawaiʻi Trust & Estate Counsel, explains:

“Rights of survivorship means if you own a joint asset with another person, if one owner dies, that asset automatically goes to the surviving owner(s) because there are rights of survivorship… Rights of survivorship are important for real estate on your deed if you own real estate with another owner.”

When a property is purchased and owned by two individuals or more, also known as joint tenancy, a right of survivorship is included in the property title. This makes the transfer of property automatic and problem-free. 

So, if one property owner passes away, the property is transferred to the other owner(s), and this line of survivorship carries on until one owner is left with all shares in the property. This protects the property from being transferred to an outside person without consent from the owners. 

Many married couples use a right of survivorship to ensure if their spouse passes away, the property is automatically transferred to them. The surviving owner can then leave the property to somebody of their choosing in a trust or through their own will. 


Does Right of Survivorship Override a Will?

does right of survivorship override a will

One of the most commonly asked questions about the right of survivorship is if it overrides a will. If the right of survivorship is valid, it will always override a will. This means even if you name someone as a beneficiary to your property but have a survivorship deed in the property title, the beneficiary named in the will be passed over.

Once the survivor receives ownership of the property, they can choose whether to share it with the person named in the will. As you can imagine, this can cause family conflict if the deceased does not inform family members about the deed of survivorship. Another thing to consider is estate taxes. Surviving owners are responsible for paying estate taxes on their newly acquired property, so you should ensure all future owners are aware of it. 

One exception allows a will to override the right of survivorship. This is known as “tenancy in common.” Tenancy in common occurs when there are multiple owners of a property. Because this type of ownership does not include the right of survivorship, each owner has the right to pass their share of the property to their chosen beneficiary through their personal will. This is the only time a will can legally override the right of survivorship. 

Keep all your important documents, such as title deeds and your will, stored in a secure location like Trustworthy. Trustworthy is a family operating system you can use to ensure all your documents are organized and people can access them via the permission-to-access features. 


Right of Survivorship vs Will Differences 

As you continue with your estate planning, you’ll likely wonder what the difference between a will and a right of survivorship is since they both transfer assets to another person after the owner's death. Here are some of the differences between these two estate planning methods. 

Different Document Type 

The first difference between the right of survivorship and a will is they’re very different types of documents. For example, the right of survivorship is not actually a document like a will. Instead, it’s an attribute of property ownership that appears as a stipulation on the property title deed. 

Property and Assets Included 

One of the simplest ways to remember the difference between a will and a right of survivorship is that a will is tied to an individual, and a right of survivorship concerns property ownership only. 

As an individual, you use a will to pass on all of your assets, including property (if you are the sole owner), to the beneficiaries. If you have joint property ownership, then this transfer of property will happen according to the right of survivorship stipulation on your title deed. 

Users of a Will and Right of Survivorship 

The difference between these two estate planning strategies is that any individual can create a will even if they own property. Still, only joint property owners can use a right of survivorship. Use Trustworthy to keep your will safe and allow easy access to your estate planning attorney or family members. 

The Manner of Property Transfers 

While both the will and right of survivorship allow for the transfer of property, the difference lies in how this transfer takes place. The right of survivorship allows property to be transferred automatically without any waiting periods. 

A will, however, is not an automatic process. The estate must go through the entire probate process before the court decides how ownership of the property is transferred. This process can take months to complete, and during this time, the person who is set to inherit the property cannot take any action until the process is complete, which can be frustrating. 

Beneficiaries 

When a property is transferred through a will, the beneficiary named in the will can bequeath that property to their heir. However, with the right of survivorship, the property is not transferred to a descendant or an heir. Instead, it is transferred to the next surviving owner.   


Joint Tenancy, Tenancy in Common & Other Agreements

joint tenancy, tenancy in common & other agreements

In addition to the right of survivorship, you may have encountered other agreements like joint tenancy, tenancy in common, and tenants by entirety. These are other estate planning strategies that involve property. 

Joint Tenancy

Joint tenancy is when two or more people own property together. This is known as the right of survival. All property owners will come together to create a legally binding agreement specifying the shares of each owner. 

This type of agreement also outlines how the profits and other benefits are shared and each owner’s financial obligations. This joint tenancy is only valid if the owners are listed as joint tenants on the title deed. 

Tenancy in Common

Tenancy in common occurs when multiple property owners have different ownership interests and unequal shares. We’ve mentioned this before, but a right of survivorship does not apply to this type of property agreement, and so a will is used instead.  

Tenancy By Entirety

The other type of property agreement you can use is tenancy by entirety. This type of property ownership is only used by married couples so spouses can own property as a single entity rather than two. 

This is also a form of right of survival, which means if one spouse passes away, the surviving spouse will receive full ownership of the property. For this type of arrangement to work, both spouses need to agree with each other about all property decisions. This means one spouse cannot sell a share of the property without consent. This gives couples peace of mind that their spouse will be cared for.  


Importance of Consulting an Estate Planning Attorney

importance of consulting an estate planning attorney

With so many different terms, rules, and agreements, it’s easy to get confused about which type best suits your needs. Consulting with an estate planning attorney is recommended to avoid any unnecessary complications or misunderstandings caused by a simple error. 

Your estate planning attorney will draft a right of survivorship stipulation that is guaranteed valid and meets the rules and requirements outlined by your state. If you believe the document does not clearly stipulate the right of survivorship with joint tenancy, your attorney can assist with challenging it. 

Keep all your ducks in a row by storing all your estate planning documents on Trustworthy. This can include email correspondence with your attorney and copies of your will and property titles. Share access to this information with your attorney to help streamline the planning process.  


Frequently Asked Questions (FAQs)  

What is the primary advantage of being a joint tenant with the right of survivorship?

The primary advantage of this estate planning strategy is that the property is transferred automatically to the surviving owner without probate or long waiting periods. 

What is the purpose of a survivorship clause in a will?

This clause states that the beneficiaries named in a will can only inherit after living for a specified amount of time after the trust-maker dies. This survivorship period lasts between five and 60 days. 

Does right of survivorship avoid inheritance tax?

No, it does not avoid inheritance tax. 

Do bank accounts have right of survivorship?

Yes, many joint bank accounts will include automatic rights of survivorship, so the surviving account signer will receive ownership of the money in the account without any interruptions.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

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Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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How To Start a Eulogy: 15 Heartfelt Examples

son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

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How To Discuss End-of-Life Care With Parents (Simple Guide)

how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

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How To Cancel a Deceased Person's Subscriptions the EASY Way

what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

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What Should You Not Put in a Eulogy (9 Things To Avoid)

how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

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How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate

microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

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Does Microsoft Word Have an Obituary Template?

how to post an obituary on facebook
how to post an obituary on facebook
how to post an obituary on facebook

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How To Post an Obituary on Facebook: A Step-by-Step Guide

death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

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Why Do You Need A Death Certificate For Estate & Probate Process?

correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

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How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?

steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

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12 Steps For Writing a Eulogy For Mom

steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

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12 Steps for Writing a Eulogy for Dad

who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

Nov 1, 2023

Who Does The Obituary When Someone Dies?

Nov 1, 2023

How Late Is Too Late For An Obituary? 6 Steps To Take Today

how-much-does-obituary-cost
how-much-does-obituary-cost
how-much-does-obituary-cost

Nov 1, 2023

How Much Does It Cost To Publish An Obituary? Breaking It Down

reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

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Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

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How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

Aug 3, 2023

The Essential Guide to Preparing for Retirement

Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
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

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
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

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
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

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
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

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
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

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

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
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
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

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?