Estate Planning

Estate Planning For Elderly Parents (Complete Guide)

Estate Planning For Elderly Parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

It is hard to think and talk about our parents' deaths. As a result, many individuals avoid talking about estate planning with their elderly parents. 

Sadly, as parents get older, many adults end up in difficult positions as they attempt to handle their parents' financial and healthcare demands.

Because they can quickly lose their ability to handle their own affairs, now is the time to make serious efforts toward creating an estate plan for your elderly parents.

This article will serve as your guide to help you manage the stress, anguish, pain, and lengthy family conversations necessary when talking with your parents about their deaths and understanding their preferences and any advance preparations they make.

Key Takeaways:

  • It’s critical for elderly parents to have an estate plan so they can control what happens to their belongings after they die and avoid a lengthy probate process.

  • Your parents will need to choose beneficiaries, trustees, and personal representatives to manage their estates once they pass. 

  • Having all estate-planning documents, including wills, titles, deeds, and bank account information in one place will make estate administration easier.

What Exactly Is an Estate?

In this context, the term estate refers to all a person has. Land, real estate, assets such as antiques and collectibles, and personal things such as automobiles, apparel, and jewelry, are all included.

A person's estate also includes financial assets such as bank account balances, assets, company capital, and life insurance policies.

A person's estate is essentially the net worth of their possessions minus any obligations they may have, such as outstanding loans and bills. Regardless of the size of an estate, it is critical to prepare how those goods will be divided at the end of someone's life.

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

Estate Planning For Elderly Parents: What Is it?

Estate planning is the process by which elderly parents can direct what happens to their assets. 

Because elderly parents may enter into their senior years in less-than-ideal health, estate planning is the simplest and most reliable approach to ensure that assets go where they are supposed to go.

We frequently associate estate planning with wills, yet, a will is only one component of a comprehensive estate planning strategy. A complete estate plan for elderly parents should include a will, a living will, a power of attorney, and trusts.

Why Estate Planning For Your Elderly Parents Is Important

Estate planning allows elderly parents to direct the distribution of the assets they’ve worked their whole lives to accumulate. Estate planning also allows elderly parents to make determinations regarding their own bodies, future medical treatment, and burial preparations while still mentally capable.

Given that humans can die at any time, there is no optimal age for estate planning. Elderly parents with significant monetary assets should be especially thoughtful about how they want their assets managed in the case of their death.

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

Having an Estate Planning Talk With Your Elderly Parents

Tips for talking to an elderly parent about estate planning

Talking about estate planning for aging parents is challenging, but it's necessary. 

Sadly, many families avoid having these discussions because they don't understand estate planning, believe the timing isn't right, or are concerned how their relatives would react. So, how can you begin a conversation regarding such a difficult subject?

The following tips for your talk may be useful:

Maintain Open Communication with Other Relatives

Try to incorporate other relatives, such as siblings, while talking about this with your parents. It is best to be open and honest with your family. You don't want the conversation to appear controlled or confidential. 

Take Notes

Because this is an ongoing conversation, keep a full journal of your discussions with your parents. Since your parents' wishes may change, it is wise to have something to look back on.

Do Not Use Pressure Tactics

Try to avoid using this topic to argue about who receives what stuff. Instead, the discussion should focus on reducing the stress associated with end-of-life determinations and economic and medical supervision.

Use Empathy

Though this is a challenging topic for kids, it is also tough for parents.

Confer With A Reputable Estate Planning Lawyer

An expert estate planning lawyer can assist in the drafting of estate planning agreements. Still, they can also mediate and guide your family's conversation. 

Assisting Your Senior Parents in Determining their Estate Planning Objectives

Daughter helping mother sign important documents

You probably think about estate preparation for senior parents as simply creating a Last Will and Testament or Trust. The estate planning process for elderly parents is actually extensive due to the amount of thought that goes into it. 

Assisting your parents in clarifying their estate planning objectives will be beneficial when deciding on the best estate plan for them. After you understand their objectives, you may discover that they require additional documentation to guarantee they maintain an acceptable estate plan.

If you haven't done estate planning in the past, you're undoubtedly wondering what objectives you should set for yourself. 

The following are the everyday goals of people in estate planning for aging parents:

  • Transfer money and belongings to loved ones as soon as possible

  • Avoid going to probate court

  • Avoiding expensive legal costs and taxes

  • Protect special needs family members

Understanding the intentions of elderly parents when estate planning will help guarantee that the paperwork reflects their preferences.

Keep a Record of Your Parents' Debts and Assets

It would help if you documented your elderly parents' assets (cash, property, 401ks, investments, automobiles, etc.) before you begin estate planning for them. 

Trustworthy simplifies the estate planning procedure, so you know how the rest of the estate will be divided among their preferred beneficiaries. Trustworthy can help you keep track of your parents' bills, such as vehicle loans, credit cards, and mortgages.

Having this information in one safe place can help you and your elderly parents understand the remainder of their estate. 

Beneficiaries Selection

The most important stage in estate preparation for aging parents is selecting beneficiaries. Beneficiaries are people to whom your parents want to leave their funds and possessions. 

Typically, this includes children, grandkids, a surviving partner, or a charitable institution. 

Choosing a Successor Trustee or a Personal Representative

Choosing a Personal Representative or Successor Trustee is just as important as choosing beneficiaries. Your parents should appoint someone they can depend on to carry out their estate plan.

The obligations and roles of the Personal Representative and Successor Trustee are identical. Still, there is one key difference: a Will doesn't circumvent the long and expensive probate court procedure. 

Rather, the Personal Representative oversees the estate's probate process to disperse assets to your family This process can be completed in as little as 6 months, but it might take years riding on the amount of the estate and whether or not anyone opposes the Will.

With a Trust, the Successor Trustee can disperse the assets secretly within days following your death. This is due to the Trust avoiding probate.

A Successor Trustee and Personal Representative's general tasks include:

  • Manage the estate

  • Pay off debts

  • Fill out all relevant paperwork

  • Distribute resources

Choosing an Agent to Handle Your Elderly Parents' Financial Affairs

Choosing an agent to handle their financial matters is an important part of estate planning for aging parents. People don't want to be concerned about financial access after a terrible accident, incapacity, or poor diagnosis.

Who would handle your parents' expenses, loans, mortgage, or file taxes if any of these unfortunate scenarios occurred? 

These types of incidents are always unpredictable, and no one is readied for them. 

It is critical to make a Financial Power of Attorney when estate planning for elderly parents. Making this paperwork will save you from going to court to get access to your parent's financial affairs.

Your parents' Agent is the individual they choose to handle their monetary affairs. In the event of incapacity, the Agent takes charge of their matters, or the Agent could handle their matters during their lives if your parents prefer. 

Once your parents select an agent, they must verify that the individual is willing to serve. They should be in frequent contact to guarantee that the Agent acts for your parent's best welfare.

Picking A Patient Advocate When Estate Planning For Senior Parents

Similar to a Financial Power of Attorney, it's critical to consider your parent's medical care if they become incapacitated before their passing. It is wise to plan for incapacitation ahead of time. 

You need to sit down with your elderly parents and examine their precise medical wishes, such as resuscitation and other preferences.

Some essential inquiries that you should ask your parents are:

  • Do you wish to be revived?

  • Do you have any particular medical intentions?

  • Do you wish to give away your organs?

If your senior parents can't talk, you want to ensure someone they respect is in charge of their medical determinations. You can create a Medical Power of Attorney and name someone their Patient Advocate. 

Gather Important Documents

When you start estate planning for elderly parents, gathering all essential documents and keeping them in one place is essential. It is easier to initiate estate administration when these documents are in one place.

Some records that Trustworthy can help you keep together are:

Keeping these records with your parent's estate plan will help the procedure go better and be less painful.

What Happens with Taxes?

Several variables should be considered when preparing for what should happen to an estate. There are two kinds of taxes regarding estates: the estate tax and the inheritance tax.

Estate Taxes

The estate tax must be paid before the money and other assets included in the estate are released per the Will. Basically, these are taxes paid by the deceased (or specifically by the estate itself) (or specifically by the estate itself). A federal estate tax applies to assets that surpass a specific value. 

Some states demand an additional estate tax to be paid to the state government, though the rate and thresholds for exemptions differ from place to place. It is most useful to check on these specifics for the location where the Will will be executed.

Inheritance Taxes

Inheritance taxes are paid by the individual receiving the assets from a Will or Trust. This tax rate will differ depending on the place, and in some states, particular inheritors (such as spouses or kids) are exempt from paying this tax. In others, estates are taxed in numerous ways. 

Maryland, for example, requires that an estate be taxed by the federal government, by the state, and then again as it is inherited by those appointed in the Will.

Talk About Long-Term Care Planning

Sadly, injuries or diseases that demand long-term care are often unpredictable, so you should plan for these.

Paying these expenses out of pocket can reduce your parent's wealth, and they may be forced to sell significant assets to pay for care.

Suppose your mother needs long-term care, but your father doesn't.

Will your dad have the cash he needs to live and pay the bills while bearing the expense of $8,000-$9,000 every month to pay for your mother's hospice?

Will you need to sell the house to cover the expenses?

These problems are genuine for families with aging parents who need help in everyday life.

Trustworthy Can Make the Process Easier

Trustworthy family ID screen

Trustworthy can help make the process of estate planning for elderly parents easier.

Planning for the death of an elderly parent can be extremely stressful. On top of managing difficult emotions, there are many essential documents to keep track of. 

With Trustworthy, you can store your parent's estate planning documents in one safe place. This makes it easy to share documents and make crucial updates in collaboration with family members. 


Start your free 14-day trial with Trustworthy today and put your paper files behind you.

Other Estate Planning Resources

Estate Planning

Estate Planning For Elderly Parents (Complete Guide)

Estate Planning For Elderly Parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

It is hard to think and talk about our parents' deaths. As a result, many individuals avoid talking about estate planning with their elderly parents. 

Sadly, as parents get older, many adults end up in difficult positions as they attempt to handle their parents' financial and healthcare demands.

Because they can quickly lose their ability to handle their own affairs, now is the time to make serious efforts toward creating an estate plan for your elderly parents.

This article will serve as your guide to help you manage the stress, anguish, pain, and lengthy family conversations necessary when talking with your parents about their deaths and understanding their preferences and any advance preparations they make.

Key Takeaways:

  • It’s critical for elderly parents to have an estate plan so they can control what happens to their belongings after they die and avoid a lengthy probate process.

  • Your parents will need to choose beneficiaries, trustees, and personal representatives to manage their estates once they pass. 

  • Having all estate-planning documents, including wills, titles, deeds, and bank account information in one place will make estate administration easier.

What Exactly Is an Estate?

In this context, the term estate refers to all a person has. Land, real estate, assets such as antiques and collectibles, and personal things such as automobiles, apparel, and jewelry, are all included.

A person's estate also includes financial assets such as bank account balances, assets, company capital, and life insurance policies.

A person's estate is essentially the net worth of their possessions minus any obligations they may have, such as outstanding loans and bills. Regardless of the size of an estate, it is critical to prepare how those goods will be divided at the end of someone's life.

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

Estate Planning For Elderly Parents: What Is it?

Estate planning is the process by which elderly parents can direct what happens to their assets. 

Because elderly parents may enter into their senior years in less-than-ideal health, estate planning is the simplest and most reliable approach to ensure that assets go where they are supposed to go.

We frequently associate estate planning with wills, yet, a will is only one component of a comprehensive estate planning strategy. A complete estate plan for elderly parents should include a will, a living will, a power of attorney, and trusts.

Why Estate Planning For Your Elderly Parents Is Important

Estate planning allows elderly parents to direct the distribution of the assets they’ve worked their whole lives to accumulate. Estate planning also allows elderly parents to make determinations regarding their own bodies, future medical treatment, and burial preparations while still mentally capable.

Given that humans can die at any time, there is no optimal age for estate planning. Elderly parents with significant monetary assets should be especially thoughtful about how they want their assets managed in the case of their death.

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

Having an Estate Planning Talk With Your Elderly Parents

Tips for talking to an elderly parent about estate planning

Talking about estate planning for aging parents is challenging, but it's necessary. 

Sadly, many families avoid having these discussions because they don't understand estate planning, believe the timing isn't right, or are concerned how their relatives would react. So, how can you begin a conversation regarding such a difficult subject?

The following tips for your talk may be useful:

Maintain Open Communication with Other Relatives

Try to incorporate other relatives, such as siblings, while talking about this with your parents. It is best to be open and honest with your family. You don't want the conversation to appear controlled or confidential. 

Take Notes

Because this is an ongoing conversation, keep a full journal of your discussions with your parents. Since your parents' wishes may change, it is wise to have something to look back on.

Do Not Use Pressure Tactics

Try to avoid using this topic to argue about who receives what stuff. Instead, the discussion should focus on reducing the stress associated with end-of-life determinations and economic and medical supervision.

Use Empathy

Though this is a challenging topic for kids, it is also tough for parents.

Confer With A Reputable Estate Planning Lawyer

An expert estate planning lawyer can assist in the drafting of estate planning agreements. Still, they can also mediate and guide your family's conversation. 

Assisting Your Senior Parents in Determining their Estate Planning Objectives

Daughter helping mother sign important documents

You probably think about estate preparation for senior parents as simply creating a Last Will and Testament or Trust. The estate planning process for elderly parents is actually extensive due to the amount of thought that goes into it. 

Assisting your parents in clarifying their estate planning objectives will be beneficial when deciding on the best estate plan for them. After you understand their objectives, you may discover that they require additional documentation to guarantee they maintain an acceptable estate plan.

If you haven't done estate planning in the past, you're undoubtedly wondering what objectives you should set for yourself. 

The following are the everyday goals of people in estate planning for aging parents:

  • Transfer money and belongings to loved ones as soon as possible

  • Avoid going to probate court

  • Avoiding expensive legal costs and taxes

  • Protect special needs family members

Understanding the intentions of elderly parents when estate planning will help guarantee that the paperwork reflects their preferences.

Keep a Record of Your Parents' Debts and Assets

It would help if you documented your elderly parents' assets (cash, property, 401ks, investments, automobiles, etc.) before you begin estate planning for them. 

Trustworthy simplifies the estate planning procedure, so you know how the rest of the estate will be divided among their preferred beneficiaries. Trustworthy can help you keep track of your parents' bills, such as vehicle loans, credit cards, and mortgages.

Having this information in one safe place can help you and your elderly parents understand the remainder of their estate. 

Beneficiaries Selection

The most important stage in estate preparation for aging parents is selecting beneficiaries. Beneficiaries are people to whom your parents want to leave their funds and possessions. 

Typically, this includes children, grandkids, a surviving partner, or a charitable institution. 

Choosing a Successor Trustee or a Personal Representative

Choosing a Personal Representative or Successor Trustee is just as important as choosing beneficiaries. Your parents should appoint someone they can depend on to carry out their estate plan.

The obligations and roles of the Personal Representative and Successor Trustee are identical. Still, there is one key difference: a Will doesn't circumvent the long and expensive probate court procedure. 

Rather, the Personal Representative oversees the estate's probate process to disperse assets to your family This process can be completed in as little as 6 months, but it might take years riding on the amount of the estate and whether or not anyone opposes the Will.

With a Trust, the Successor Trustee can disperse the assets secretly within days following your death. This is due to the Trust avoiding probate.

A Successor Trustee and Personal Representative's general tasks include:

  • Manage the estate

  • Pay off debts

  • Fill out all relevant paperwork

  • Distribute resources

Choosing an Agent to Handle Your Elderly Parents' Financial Affairs

Choosing an agent to handle their financial matters is an important part of estate planning for aging parents. People don't want to be concerned about financial access after a terrible accident, incapacity, or poor diagnosis.

Who would handle your parents' expenses, loans, mortgage, or file taxes if any of these unfortunate scenarios occurred? 

These types of incidents are always unpredictable, and no one is readied for them. 

It is critical to make a Financial Power of Attorney when estate planning for elderly parents. Making this paperwork will save you from going to court to get access to your parent's financial affairs.

Your parents' Agent is the individual they choose to handle their monetary affairs. In the event of incapacity, the Agent takes charge of their matters, or the Agent could handle their matters during their lives if your parents prefer. 

Once your parents select an agent, they must verify that the individual is willing to serve. They should be in frequent contact to guarantee that the Agent acts for your parent's best welfare.

Picking A Patient Advocate When Estate Planning For Senior Parents

Similar to a Financial Power of Attorney, it's critical to consider your parent's medical care if they become incapacitated before their passing. It is wise to plan for incapacitation ahead of time. 

You need to sit down with your elderly parents and examine their precise medical wishes, such as resuscitation and other preferences.

Some essential inquiries that you should ask your parents are:

  • Do you wish to be revived?

  • Do you have any particular medical intentions?

  • Do you wish to give away your organs?

If your senior parents can't talk, you want to ensure someone they respect is in charge of their medical determinations. You can create a Medical Power of Attorney and name someone their Patient Advocate. 

Gather Important Documents

When you start estate planning for elderly parents, gathering all essential documents and keeping them in one place is essential. It is easier to initiate estate administration when these documents are in one place.

Some records that Trustworthy can help you keep together are:

Keeping these records with your parent's estate plan will help the procedure go better and be less painful.

What Happens with Taxes?

Several variables should be considered when preparing for what should happen to an estate. There are two kinds of taxes regarding estates: the estate tax and the inheritance tax.

Estate Taxes

The estate tax must be paid before the money and other assets included in the estate are released per the Will. Basically, these are taxes paid by the deceased (or specifically by the estate itself) (or specifically by the estate itself). A federal estate tax applies to assets that surpass a specific value. 

Some states demand an additional estate tax to be paid to the state government, though the rate and thresholds for exemptions differ from place to place. It is most useful to check on these specifics for the location where the Will will be executed.

Inheritance Taxes

Inheritance taxes are paid by the individual receiving the assets from a Will or Trust. This tax rate will differ depending on the place, and in some states, particular inheritors (such as spouses or kids) are exempt from paying this tax. In others, estates are taxed in numerous ways. 

Maryland, for example, requires that an estate be taxed by the federal government, by the state, and then again as it is inherited by those appointed in the Will.

Talk About Long-Term Care Planning

Sadly, injuries or diseases that demand long-term care are often unpredictable, so you should plan for these.

Paying these expenses out of pocket can reduce your parent's wealth, and they may be forced to sell significant assets to pay for care.

Suppose your mother needs long-term care, but your father doesn't.

Will your dad have the cash he needs to live and pay the bills while bearing the expense of $8,000-$9,000 every month to pay for your mother's hospice?

Will you need to sell the house to cover the expenses?

These problems are genuine for families with aging parents who need help in everyday life.

Trustworthy Can Make the Process Easier

Trustworthy family ID screen

Trustworthy can help make the process of estate planning for elderly parents easier.

Planning for the death of an elderly parent can be extremely stressful. On top of managing difficult emotions, there are many essential documents to keep track of. 

With Trustworthy, you can store your parent's estate planning documents in one safe place. This makes it easy to share documents and make crucial updates in collaboration with family members. 


Start your free 14-day trial with Trustworthy today and put your paper files behind you.

Other Estate Planning Resources

Estate Planning

Estate Planning For Elderly Parents (Complete Guide)

Estate Planning For Elderly Parents
Trustworthy icon

Ty McDuffey

Apr 15, 2023

It is hard to think and talk about our parents' deaths. As a result, many individuals avoid talking about estate planning with their elderly parents. 

Sadly, as parents get older, many adults end up in difficult positions as they attempt to handle their parents' financial and healthcare demands.

Because they can quickly lose their ability to handle their own affairs, now is the time to make serious efforts toward creating an estate plan for your elderly parents.

This article will serve as your guide to help you manage the stress, anguish, pain, and lengthy family conversations necessary when talking with your parents about their deaths and understanding their preferences and any advance preparations they make.

Key Takeaways:

  • It’s critical for elderly parents to have an estate plan so they can control what happens to their belongings after they die and avoid a lengthy probate process.

  • Your parents will need to choose beneficiaries, trustees, and personal representatives to manage their estates once they pass. 

  • Having all estate-planning documents, including wills, titles, deeds, and bank account information in one place will make estate administration easier.

What Exactly Is an Estate?

In this context, the term estate refers to all a person has. Land, real estate, assets such as antiques and collectibles, and personal things such as automobiles, apparel, and jewelry, are all included.

A person's estate also includes financial assets such as bank account balances, assets, company capital, and life insurance policies.

A person's estate is essentially the net worth of their possessions minus any obligations they may have, such as outstanding loans and bills. Regardless of the size of an estate, it is critical to prepare how those goods will be divided at the end of someone's life.

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

Estate Planning For Elderly Parents: What Is it?

Estate planning is the process by which elderly parents can direct what happens to their assets. 

Because elderly parents may enter into their senior years in less-than-ideal health, estate planning is the simplest and most reliable approach to ensure that assets go where they are supposed to go.

We frequently associate estate planning with wills, yet, a will is only one component of a comprehensive estate planning strategy. A complete estate plan for elderly parents should include a will, a living will, a power of attorney, and trusts.

Why Estate Planning For Your Elderly Parents Is Important

Estate planning allows elderly parents to direct the distribution of the assets they’ve worked their whole lives to accumulate. Estate planning also allows elderly parents to make determinations regarding their own bodies, future medical treatment, and burial preparations while still mentally capable.

Given that humans can die at any time, there is no optimal age for estate planning. Elderly parents with significant monetary assets should be especially thoughtful about how they want their assets managed in the case of their death.

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

Having an Estate Planning Talk With Your Elderly Parents

Tips for talking to an elderly parent about estate planning

Talking about estate planning for aging parents is challenging, but it's necessary. 

Sadly, many families avoid having these discussions because they don't understand estate planning, believe the timing isn't right, or are concerned how their relatives would react. So, how can you begin a conversation regarding such a difficult subject?

The following tips for your talk may be useful:

Maintain Open Communication with Other Relatives

Try to incorporate other relatives, such as siblings, while talking about this with your parents. It is best to be open and honest with your family. You don't want the conversation to appear controlled or confidential. 

Take Notes

Because this is an ongoing conversation, keep a full journal of your discussions with your parents. Since your parents' wishes may change, it is wise to have something to look back on.

Do Not Use Pressure Tactics

Try to avoid using this topic to argue about who receives what stuff. Instead, the discussion should focus on reducing the stress associated with end-of-life determinations and economic and medical supervision.

Use Empathy

Though this is a challenging topic for kids, it is also tough for parents.

Confer With A Reputable Estate Planning Lawyer

An expert estate planning lawyer can assist in the drafting of estate planning agreements. Still, they can also mediate and guide your family's conversation. 

Assisting Your Senior Parents in Determining their Estate Planning Objectives

Daughter helping mother sign important documents

You probably think about estate preparation for senior parents as simply creating a Last Will and Testament or Trust. The estate planning process for elderly parents is actually extensive due to the amount of thought that goes into it. 

Assisting your parents in clarifying their estate planning objectives will be beneficial when deciding on the best estate plan for them. After you understand their objectives, you may discover that they require additional documentation to guarantee they maintain an acceptable estate plan.

If you haven't done estate planning in the past, you're undoubtedly wondering what objectives you should set for yourself. 

The following are the everyday goals of people in estate planning for aging parents:

  • Transfer money and belongings to loved ones as soon as possible

  • Avoid going to probate court

  • Avoiding expensive legal costs and taxes

  • Protect special needs family members

Understanding the intentions of elderly parents when estate planning will help guarantee that the paperwork reflects their preferences.

Keep a Record of Your Parents' Debts and Assets

It would help if you documented your elderly parents' assets (cash, property, 401ks, investments, automobiles, etc.) before you begin estate planning for them. 

Trustworthy simplifies the estate planning procedure, so you know how the rest of the estate will be divided among their preferred beneficiaries. Trustworthy can help you keep track of your parents' bills, such as vehicle loans, credit cards, and mortgages.

Having this information in one safe place can help you and your elderly parents understand the remainder of their estate. 

Beneficiaries Selection

The most important stage in estate preparation for aging parents is selecting beneficiaries. Beneficiaries are people to whom your parents want to leave their funds and possessions. 

Typically, this includes children, grandkids, a surviving partner, or a charitable institution. 

Choosing a Successor Trustee or a Personal Representative

Choosing a Personal Representative or Successor Trustee is just as important as choosing beneficiaries. Your parents should appoint someone they can depend on to carry out their estate plan.

The obligations and roles of the Personal Representative and Successor Trustee are identical. Still, there is one key difference: a Will doesn't circumvent the long and expensive probate court procedure. 

Rather, the Personal Representative oversees the estate's probate process to disperse assets to your family This process can be completed in as little as 6 months, but it might take years riding on the amount of the estate and whether or not anyone opposes the Will.

With a Trust, the Successor Trustee can disperse the assets secretly within days following your death. This is due to the Trust avoiding probate.

A Successor Trustee and Personal Representative's general tasks include:

  • Manage the estate

  • Pay off debts

  • Fill out all relevant paperwork

  • Distribute resources

Choosing an Agent to Handle Your Elderly Parents' Financial Affairs

Choosing an agent to handle their financial matters is an important part of estate planning for aging parents. People don't want to be concerned about financial access after a terrible accident, incapacity, or poor diagnosis.

Who would handle your parents' expenses, loans, mortgage, or file taxes if any of these unfortunate scenarios occurred? 

These types of incidents are always unpredictable, and no one is readied for them. 

It is critical to make a Financial Power of Attorney when estate planning for elderly parents. Making this paperwork will save you from going to court to get access to your parent's financial affairs.

Your parents' Agent is the individual they choose to handle their monetary affairs. In the event of incapacity, the Agent takes charge of their matters, or the Agent could handle their matters during their lives if your parents prefer. 

Once your parents select an agent, they must verify that the individual is willing to serve. They should be in frequent contact to guarantee that the Agent acts for your parent's best welfare.

Picking A Patient Advocate When Estate Planning For Senior Parents

Similar to a Financial Power of Attorney, it's critical to consider your parent's medical care if they become incapacitated before their passing. It is wise to plan for incapacitation ahead of time. 

You need to sit down with your elderly parents and examine their precise medical wishes, such as resuscitation and other preferences.

Some essential inquiries that you should ask your parents are:

  • Do you wish to be revived?

  • Do you have any particular medical intentions?

  • Do you wish to give away your organs?

If your senior parents can't talk, you want to ensure someone they respect is in charge of their medical determinations. You can create a Medical Power of Attorney and name someone their Patient Advocate. 

Gather Important Documents

When you start estate planning for elderly parents, gathering all essential documents and keeping them in one place is essential. It is easier to initiate estate administration when these documents are in one place.

Some records that Trustworthy can help you keep together are:

Keeping these records with your parent's estate plan will help the procedure go better and be less painful.

What Happens with Taxes?

Several variables should be considered when preparing for what should happen to an estate. There are two kinds of taxes regarding estates: the estate tax and the inheritance tax.

Estate Taxes

The estate tax must be paid before the money and other assets included in the estate are released per the Will. Basically, these are taxes paid by the deceased (or specifically by the estate itself) (or specifically by the estate itself). A federal estate tax applies to assets that surpass a specific value. 

Some states demand an additional estate tax to be paid to the state government, though the rate and thresholds for exemptions differ from place to place. It is most useful to check on these specifics for the location where the Will will be executed.

Inheritance Taxes

Inheritance taxes are paid by the individual receiving the assets from a Will or Trust. This tax rate will differ depending on the place, and in some states, particular inheritors (such as spouses or kids) are exempt from paying this tax. In others, estates are taxed in numerous ways. 

Maryland, for example, requires that an estate be taxed by the federal government, by the state, and then again as it is inherited by those appointed in the Will.

Talk About Long-Term Care Planning

Sadly, injuries or diseases that demand long-term care are often unpredictable, so you should plan for these.

Paying these expenses out of pocket can reduce your parent's wealth, and they may be forced to sell significant assets to pay for care.

Suppose your mother needs long-term care, but your father doesn't.

Will your dad have the cash he needs to live and pay the bills while bearing the expense of $8,000-$9,000 every month to pay for your mother's hospice?

Will you need to sell the house to cover the expenses?

These problems are genuine for families with aging parents who need help in everyday life.

Trustworthy Can Make the Process Easier

Trustworthy family ID screen

Trustworthy can help make the process of estate planning for elderly parents easier.

Planning for the death of an elderly parent can be extremely stressful. On top of managing difficult emotions, there are many essential documents to keep track of. 

With Trustworthy, you can store your parent's estate planning documents in one safe place. This makes it easy to share documents and make crucial updates in collaboration with family members. 


Start your free 14-day trial with Trustworthy today and put your paper files behind you.

Other Estate Planning Resources

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.

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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va benefits timeline
va benefits timeline

Mar 23, 2024

VA Benefits Timeline: When They Stop After Death

is estate planning a legitimate business expense
is estate planning a legitimate business expense
is estate planning a legitimate business expense

Mar 20, 2024

Is Estate Planning a Legitimate Business Expense: Unveiling The Truth

does right of survivorship trump a will
does right of survivorship trump a will
does right of survivorship trump a will

Mar 15, 2024

Does Right of Survivorship Trump a Will: Legal Insights

palliative care at home
palliative care at home
palliative care at home

Mar 13, 2024

Palliative Care at Home: Understanding Insurance Coverage

navigating insurance coverage for hospice care
navigating insurance coverage for hospice care
navigating insurance coverage for hospice care

Mar 13, 2024

Navigating Insurance Coverage for Hospice Care A Complete Guide

choosing an estate planning attorney
choosing an estate planning attorney
choosing an estate planning attorney

Mar 9, 2024

Choosing an Estate Planning Attorney: Traits of Excellence

can family overrule an advance directive
can family overrule an advance directive
can family overrule an advance directive

Mar 7, 2024

Can Family Overrule an Advance Directive? What You Need to Know

funding hospice care in nursing homes
funding hospice care in nursing homes
funding hospice care in nursing homes

Mar 7, 2024

Funding Hospice Care in Nursing Homes: Who Bears the Cost?

who can legally witness an advance directive
who can legally witness an advance directive
who can legally witness an advance directive

Mar 5, 2024

Who Can Legally Witness an Advance Directive? Know Your Rights

exploring hospice care
exploring hospice care
exploring hospice care

Mar 5, 2024

Exploring Hospice Care: What’s Not Included?

respite care in hospice
respite care in hospice
respite care in hospice

Mar 5, 2024

Respite Care in Hospice: Providing Relief for Caregivers

different types of advance directives
different types of advance directives
different types of advance directives

Mar 5, 2024

Exploring the Spectrum: Different Types of Advance Directives

deciding on hospice care
deciding on hospice care
deciding on hospice care

Feb 28, 2024

Deciding on Hospice Care: Knowing When It's Time

hospice care duration
hospice care duration
hospice care duration

Feb 27, 2024

Hospice Care Duration: How Long Can It Last?

hospice care timeline
hospice care timeline
hospice care timeline

Feb 27, 2024

Hospice Care Timeline: Estimating How Long to Live

doctor-ordered hospice care
doctor-ordered hospice care
doctor-ordered hospice care

Feb 22, 2024

Doctor-Ordered Hospice Care: When and Why It Happens

funeral planning timeline
funeral planning timeline
funeral planning timeline

Feb 20, 2024

Funeral Planning Timeline: How Long Does it Really Take?

writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband

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Writing a Heartfelt Obituary for Your Husband: Inspiring Examples

planning your funeral
planning your funeral
planning your funeral

Feb 14, 2024

Planning Your Funeral: The Best Age To Start

crafting a loving obituary for your son
crafting a loving obituary for your son
crafting a loving obituary for your son

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Crafting a Loving Obituary For Your Son: Meaningful Examples

improving communication between caregivers and doctors
improving communication between caregivers and doctors
improving communication between caregivers and doctors

Jan 18, 2024

Improving Communication Between Caregivers and Doctors

copy of a death certificate
copy of a death certificate
copy of a death certificate

Nov 29, 2023

Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?

original death certificate vs. certified copy
original death certificate vs. certified copy
original death certificate vs. certified copy

Nov 25, 2023

Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter

handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy

Nov 25, 2023

How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?

more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

Nov 25, 2023

Can There Be More Then One Eulogy at a Funeral? Etiquette Explained

parent retirement pension
parent retirement pension
parent retirement pension

Nov 24, 2023

My Dad Died, Can I Get His Retirement Pension?

death certificate copies
death certificate copies
death certificate copies

Nov 24, 2023

How Many Copies of a Death Certificate Should You Get?

can a eulogy be funny
can a eulogy be funny
can a eulogy be funny

Nov 24, 2023

Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples

receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

Nov 24, 2023

How Do You Receive Inheritance Money WITHOUT any issues?

tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

Nov 17, 2023

Who Gets The Tax Refund of A Deceased Person? An Accountant Answers

how to start a eulogy
how to start a eulogy
how to start a eulogy

Nov 17, 2023

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

Nov 14, 2023

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

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

Nov 14, 2023

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

Nov 8, 2023

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

Nov 6, 2023

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

Nov 6, 2023

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

Nov 2, 2023

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

Nov 2, 2023

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

Nov 2, 2023

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

Oct 30, 2023

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

Sep 12, 2023

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?