Estate Planning

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

Person typing on a laptop with a credit card in hand

Larry Li

Feb 1, 2023

If someone close to you has passed away, you may be worried about the money left in their bank account. While dealing with a fallen loved one is already one of the most challenging situations possible, ensuring their finances are properly managed is essential.

So can you pay money into a deceased person’s bank account?

Yes, you can technically send money into a deceased person’s bank account if the account is still unfrozen. This is because banks freeze a person’s bank account once they are notified and provided proof of their death. Nonetheless, sending money into a deceased person’s bank account is not recommended. 

While there are many reasons why you would need to access a deceased person’s bank account, the opposite is true for why you would need to send money to the account. Therefore, sending money to a deceased person’s bank account is never a good idea, even if you have a good reason for it.

In today’s in-depth guide, you’ll learn:

  • What happens to the bank account of a person who dies

  • Who has access to a deceased person’s bank account

  • If you can send money to a deceased person

  • How to close a deceased person’s bank account

  • If you can take money out of a deceased person’s bank account

  • How to prepare for the future with Trustworthy

What Happens to the Bank Account of a Person Who Dies?

Bank book with balances

Different situations exist depending on what type of bank account your deceased loved one had. 

If your loved one was the sole owner of the account, they might have named a beneficiary before they passed away. The beneficiary is also known as a payable-on-death (POD) or transferable on-death account.

If the deceased account holder named a beneficiary, the bank releases the funds to the named person once notified of the account holder’s death. Afterward, the bank typically closes the bank account. 

However, the process is much more complicated if the account holder doesn’t name a beneficiary. In this case, the executor of the deceased’s estate is responsible for using the funds to pay off creditors and dividing the remaining money according to your loved one’s will. 

If the deceased person had a joint account, most joint bank accounts have automatic rights of survivorship. This means that if one account signer passes away, the remaining signer retains ownership of the money in the account. However, some banks may freeze joint accounts after one signer dies.

Therefore, it’s recommended to check with your bank to see if your account includes automatic rights of survivorship. 

Who Has Access to a Deceased Person's Bank Account?

The individuals who have access to the deceased person’s bank account depend on a few factors. 

  • If the dead person named a payable-on-death beneficiary, the beneficiary gains access to the bank account and funds. Therefore, naming a beneficiary is the best way to ensure the money is distributed according to the will.

  • Furthermore, any joint account holders will retain access to the deceased person’s bank account after their passing. 

  • If the deceased person didn’t name a beneficiary and didn’t have a will, the probate court will name an executor to handle the distribution of funds after the debts are paid. 

Although this varies according to state law, the funds typically go to the deceased person’s spouse or children. 

Can You Send Money to a Deceased Person?

Person with a mobile phone looking at a credit card

Since banks freeze a deceased customer’s account when notified of the death, you typically can’t send money to a deceased person. However, banks don’t always immediately know about someone’s death, so it’s important to notify the bank as soon as possible. 

The bank will likely ask you to provide a copy of the death certificate and your personal identification. 

Furthermore, not many reasons exist that would cause you to send money into a deceased person’s bank account. As such, we don’t recommend sending money to a deceased person’s account, even if you can. 

How to Close a Deceased Person's Bank Account?

The deceased person's personal representative is typically the only person who can close the deceased person’s bank account. If your loved one had a will, the personal representative is the executor named in the will. If your loved one didn’t have a will, the personal representative is the administrator of the estate, who is generally also the main beneficiary. 

However, if the account was a joint account, it doesn’t have to be closed since ownership passes directly into the sole name of the other account holder. 

Nonetheless, closing a deceased person's bank account involves registering the death at a registry office. Then, you should notify any organizations that might be impacted by closing the account. For example, you should notify utility and insurance companies who receive payment from the deceased person’s bank account. 

The last step is to notify the bank in person or over form. The bank will likely ask for a few documents, including the death certificate, proof of your identity, a copy of the will, and proof of your relationship with the deceased. 

Can You Take Money Out of a Deceased Person's Bank Account?

It’s illegal to take money out of a deceased person’s bank account, even if you hold power of attorney for them and were able to access their accounts when they were alive. This is because the power of attorney ends when a person dies.

So unless you are actually named on the account as a joint owner, you can’t take money out of a deceased person’s bank account. However, you can take money out of a deceased person’s bank account if you are named as the payable-on-death beneficiary. If this is the case, you can access the funds in the account after you present a valid government ID. 

Preparing With Trustworthy

Trustworthy dashboard

Making a few crucial preparations can prevent a world of stress during post-death financial management. In order to prepare for life’s toughest moments, you can use Trustworthy.

Trustworthy is an innovative digital storage platform designed to store important files like estate planning documents, wills, trusts, and bank account information.

Once you upload your sensitive documents onto Trustworthy, you can share access with Trustworthy’s secure collaboration tools. This way, you can ensure only the people you share access with can view your documents.

The ultimate goal of Trustworthy is to provide an all-in-one cloud storage solution for the busy modern family. Rather than having to search far and wide for specific files, you can easily locate them within Trustworthy’s easy-to-use dashboard. 

Offering bank-level security protocols and encryption features, you can rest assured knowing your documents are safe on Trustworthy. 

Trustworthy (Click here to try a 2-week free trial) offers a simple and convenient way of making sure all your estate planning documents are accessible and easy to find. 

Other Estate Planning Resources

Estate Planning

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

Person typing on a laptop with a credit card in hand

Larry Li

Feb 1, 2023

If someone close to you has passed away, you may be worried about the money left in their bank account. While dealing with a fallen loved one is already one of the most challenging situations possible, ensuring their finances are properly managed is essential.

So can you pay money into a deceased person’s bank account?

Yes, you can technically send money into a deceased person’s bank account if the account is still unfrozen. This is because banks freeze a person’s bank account once they are notified and provided proof of their death. Nonetheless, sending money into a deceased person’s bank account is not recommended. 

While there are many reasons why you would need to access a deceased person’s bank account, the opposite is true for why you would need to send money to the account. Therefore, sending money to a deceased person’s bank account is never a good idea, even if you have a good reason for it.

In today’s in-depth guide, you’ll learn:

  • What happens to the bank account of a person who dies

  • Who has access to a deceased person’s bank account

  • If you can send money to a deceased person

  • How to close a deceased person’s bank account

  • If you can take money out of a deceased person’s bank account

  • How to prepare for the future with Trustworthy

What Happens to the Bank Account of a Person Who Dies?

Bank book with balances

Different situations exist depending on what type of bank account your deceased loved one had. 

If your loved one was the sole owner of the account, they might have named a beneficiary before they passed away. The beneficiary is also known as a payable-on-death (POD) or transferable on-death account.

If the deceased account holder named a beneficiary, the bank releases the funds to the named person once notified of the account holder’s death. Afterward, the bank typically closes the bank account. 

However, the process is much more complicated if the account holder doesn’t name a beneficiary. In this case, the executor of the deceased’s estate is responsible for using the funds to pay off creditors and dividing the remaining money according to your loved one’s will. 

If the deceased person had a joint account, most joint bank accounts have automatic rights of survivorship. This means that if one account signer passes away, the remaining signer retains ownership of the money in the account. However, some banks may freeze joint accounts after one signer dies.

Therefore, it’s recommended to check with your bank to see if your account includes automatic rights of survivorship. 

Who Has Access to a Deceased Person's Bank Account?

The individuals who have access to the deceased person’s bank account depend on a few factors. 

  • If the dead person named a payable-on-death beneficiary, the beneficiary gains access to the bank account and funds. Therefore, naming a beneficiary is the best way to ensure the money is distributed according to the will.

  • Furthermore, any joint account holders will retain access to the deceased person’s bank account after their passing. 

  • If the deceased person didn’t name a beneficiary and didn’t have a will, the probate court will name an executor to handle the distribution of funds after the debts are paid. 

Although this varies according to state law, the funds typically go to the deceased person’s spouse or children. 

Can You Send Money to a Deceased Person?

Person with a mobile phone looking at a credit card

Since banks freeze a deceased customer’s account when notified of the death, you typically can’t send money to a deceased person. However, banks don’t always immediately know about someone’s death, so it’s important to notify the bank as soon as possible. 

The bank will likely ask you to provide a copy of the death certificate and your personal identification. 

Furthermore, not many reasons exist that would cause you to send money into a deceased person’s bank account. As such, we don’t recommend sending money to a deceased person’s account, even if you can. 

How to Close a Deceased Person's Bank Account?

The deceased person's personal representative is typically the only person who can close the deceased person’s bank account. If your loved one had a will, the personal representative is the executor named in the will. If your loved one didn’t have a will, the personal representative is the administrator of the estate, who is generally also the main beneficiary. 

However, if the account was a joint account, it doesn’t have to be closed since ownership passes directly into the sole name of the other account holder. 

Nonetheless, closing a deceased person's bank account involves registering the death at a registry office. Then, you should notify any organizations that might be impacted by closing the account. For example, you should notify utility and insurance companies who receive payment from the deceased person’s bank account. 

The last step is to notify the bank in person or over form. The bank will likely ask for a few documents, including the death certificate, proof of your identity, a copy of the will, and proof of your relationship with the deceased. 

Can You Take Money Out of a Deceased Person's Bank Account?

It’s illegal to take money out of a deceased person’s bank account, even if you hold power of attorney for them and were able to access their accounts when they were alive. This is because the power of attorney ends when a person dies.

So unless you are actually named on the account as a joint owner, you can’t take money out of a deceased person’s bank account. However, you can take money out of a deceased person’s bank account if you are named as the payable-on-death beneficiary. If this is the case, you can access the funds in the account after you present a valid government ID. 

Preparing With Trustworthy

Trustworthy dashboard

Making a few crucial preparations can prevent a world of stress during post-death financial management. In order to prepare for life’s toughest moments, you can use Trustworthy.

Trustworthy is an innovative digital storage platform designed to store important files like estate planning documents, wills, trusts, and bank account information.

Once you upload your sensitive documents onto Trustworthy, you can share access with Trustworthy’s secure collaboration tools. This way, you can ensure only the people you share access with can view your documents.

The ultimate goal of Trustworthy is to provide an all-in-one cloud storage solution for the busy modern family. Rather than having to search far and wide for specific files, you can easily locate them within Trustworthy’s easy-to-use dashboard. 

Offering bank-level security protocols and encryption features, you can rest assured knowing your documents are safe on Trustworthy. 

Trustworthy (Click here to try a 2-week free trial) offers a simple and convenient way of making sure all your estate planning documents are accessible and easy to find. 

Other Estate Planning Resources

Estate Planning

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

Person typing on a laptop with a credit card in hand

Larry Li

Feb 1, 2023

If someone close to you has passed away, you may be worried about the money left in their bank account. While dealing with a fallen loved one is already one of the most challenging situations possible, ensuring their finances are properly managed is essential.

So can you pay money into a deceased person’s bank account?

Yes, you can technically send money into a deceased person’s bank account if the account is still unfrozen. This is because banks freeze a person’s bank account once they are notified and provided proof of their death. Nonetheless, sending money into a deceased person’s bank account is not recommended. 

While there are many reasons why you would need to access a deceased person’s bank account, the opposite is true for why you would need to send money to the account. Therefore, sending money to a deceased person’s bank account is never a good idea, even if you have a good reason for it.

In today’s in-depth guide, you’ll learn:

  • What happens to the bank account of a person who dies

  • Who has access to a deceased person’s bank account

  • If you can send money to a deceased person

  • How to close a deceased person’s bank account

  • If you can take money out of a deceased person’s bank account

  • How to prepare for the future with Trustworthy

What Happens to the Bank Account of a Person Who Dies?

Bank book with balances

Different situations exist depending on what type of bank account your deceased loved one had. 

If your loved one was the sole owner of the account, they might have named a beneficiary before they passed away. The beneficiary is also known as a payable-on-death (POD) or transferable on-death account.

If the deceased account holder named a beneficiary, the bank releases the funds to the named person once notified of the account holder’s death. Afterward, the bank typically closes the bank account. 

However, the process is much more complicated if the account holder doesn’t name a beneficiary. In this case, the executor of the deceased’s estate is responsible for using the funds to pay off creditors and dividing the remaining money according to your loved one’s will. 

If the deceased person had a joint account, most joint bank accounts have automatic rights of survivorship. This means that if one account signer passes away, the remaining signer retains ownership of the money in the account. However, some banks may freeze joint accounts after one signer dies.

Therefore, it’s recommended to check with your bank to see if your account includes automatic rights of survivorship. 

Who Has Access to a Deceased Person's Bank Account?

The individuals who have access to the deceased person’s bank account depend on a few factors. 

  • If the dead person named a payable-on-death beneficiary, the beneficiary gains access to the bank account and funds. Therefore, naming a beneficiary is the best way to ensure the money is distributed according to the will.

  • Furthermore, any joint account holders will retain access to the deceased person’s bank account after their passing. 

  • If the deceased person didn’t name a beneficiary and didn’t have a will, the probate court will name an executor to handle the distribution of funds after the debts are paid. 

Although this varies according to state law, the funds typically go to the deceased person’s spouse or children. 

Can You Send Money to a Deceased Person?

Person with a mobile phone looking at a credit card

Since banks freeze a deceased customer’s account when notified of the death, you typically can’t send money to a deceased person. However, banks don’t always immediately know about someone’s death, so it’s important to notify the bank as soon as possible. 

The bank will likely ask you to provide a copy of the death certificate and your personal identification. 

Furthermore, not many reasons exist that would cause you to send money into a deceased person’s bank account. As such, we don’t recommend sending money to a deceased person’s account, even if you can. 

How to Close a Deceased Person's Bank Account?

The deceased person's personal representative is typically the only person who can close the deceased person’s bank account. If your loved one had a will, the personal representative is the executor named in the will. If your loved one didn’t have a will, the personal representative is the administrator of the estate, who is generally also the main beneficiary. 

However, if the account was a joint account, it doesn’t have to be closed since ownership passes directly into the sole name of the other account holder. 

Nonetheless, closing a deceased person's bank account involves registering the death at a registry office. Then, you should notify any organizations that might be impacted by closing the account. For example, you should notify utility and insurance companies who receive payment from the deceased person’s bank account. 

The last step is to notify the bank in person or over form. The bank will likely ask for a few documents, including the death certificate, proof of your identity, a copy of the will, and proof of your relationship with the deceased. 

Can You Take Money Out of a Deceased Person's Bank Account?

It’s illegal to take money out of a deceased person’s bank account, even if you hold power of attorney for them and were able to access their accounts when they were alive. This is because the power of attorney ends when a person dies.

So unless you are actually named on the account as a joint owner, you can’t take money out of a deceased person’s bank account. However, you can take money out of a deceased person’s bank account if you are named as the payable-on-death beneficiary. If this is the case, you can access the funds in the account after you present a valid government ID. 

Preparing With Trustworthy

Trustworthy dashboard

Making a few crucial preparations can prevent a world of stress during post-death financial management. In order to prepare for life’s toughest moments, you can use Trustworthy.

Trustworthy is an innovative digital storage platform designed to store important files like estate planning documents, wills, trusts, and bank account information.

Once you upload your sensitive documents onto Trustworthy, you can share access with Trustworthy’s secure collaboration tools. This way, you can ensure only the people you share access with can view your documents.

The ultimate goal of Trustworthy is to provide an all-in-one cloud storage solution for the busy modern family. Rather than having to search far and wide for specific files, you can easily locate them within Trustworthy’s easy-to-use dashboard. 

Offering bank-level security protocols and encryption features, you can rest assured knowing your documents are safe on Trustworthy. 

Trustworthy (Click here to try a 2-week free trial) offers a simple and convenient way of making sure all your estate planning documents are accessible and easy to find. 

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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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?