Estate Planning

Should Elderly Parents Sign Over Their House? Pros & Cons

Elderly parents signing documents
Trustworthy logo

Joel Lim

Jun 6, 2023

When you and your elderly parents are trying to figure out a plan to distribute their assets, one of the most valuable assets is their house. 

Signing over the ownership of a house has potential tax implications that will affect both the parent and recipient. 

Whether your elderly parent should sign over their house can be complex. The factors to consider are your parents’ eligibility for Medicaid, the remaining mortgage, any increase in their home’s value over time, and more. 

This article will help you answer that question better and cover the pros and cons of signing over a house. 

Key Takeaways

  • Signing over your parents’ house into your name can have several tax implications. You may be subject to pay capital gains tax, where you will be responsible for any increase in the value of your parents’ home. 

  • There are situations where your parents’ house is not considered in their Medicaid eligibility. However, if they transfer ownership of their house anytime within the five years before they apply for Medicaid, their benefits may be delayed severely. 

  • The most common way to transfer house ownership is through a quitclaim, gift, or beneficiary deed. However, you and your parents can also consider creating a trust or power of attorney as alternatives. 

Should Elderly Parents Sign Over House?

Mini house on a table

When deciding whether your parents should sign over their house, there are several factors to consider. 

The transfer of ownership could provide you and your parents with tax benefits, depending on your situation. 

However, this is only true for some, and sometimes the transfer of ownership will cost you a large sum. 

Here are some things to consider before signing over your home:

Tax Implications

The tax implications of signing over a house are essential to know. The taxes that affect the transfer are capital gains tax. Capital gains tax is applied to any value difference between when a child receives ownership and when the house is sold. 

Many elderly parents bought their house long ago, and the property value has likely increased over time. This increase in value is subject to capital gains tax.

Capital gains tax is applied differently depending on how you assume ownership. If your parent signs over ownership while still alive, you will be liable for the difference in value from the original purchasing price. 

However, if you inherit the house through a will or trust, you are only responsible for the difference in the selling price and the value at the time of inheritance. 

The difference in tax liability can be massive in these situations. To avoid assuming a huge tax responsibility after receiving the house, you should thoroughly investigate any increase in the value of your parents’ home.

Probate

Probate court is the legal process to distribute somebody’s assets after passing. Many people want to avoid the complex and expensive probate court procedures, but the process may be more straightforward than you think. 

Sometimes families try to avoid probate court out of fear of this process, but the complexities and expenses of probate court vary depending on where you live. 

In reality, only a few states have complex and expensive procedures. For this reason, you should research your state’s specific probate laws before deciding to sign over your parents’ house. 

If you live in a state with expensive or complex procedures, there are ways to skip the probate process and avoid more severe capital gains taxes. 

For instance, a trust will allow you to skip the probate procedures and expenses by assigning the distribution of assets to a trustee. A trust also has potential benefits and is an appealing option for many. 

Death of the Adult Child

Another unforeseeable circumstance that can affect the transfer of ownership is the unexpected passing of the child after inheriting the house. 

The house will legally belong to the child and be considered their asset.

In this case, the ownership of the house will be passed down to the child’s heirs. The probate court will decide the distribution of the child’s assets under that specific state’s intestacy laws. 

Without control over the house, it may be passed down to irresponsible children or taken out of the family’s possession entirely, depending on debt or other situational factors. 

Does Your Elderly Parent Keeping Their Home Effect Medicaid Eligibility?

One of the most common reasons you and your parents may think to sign over their house is to help them qualify for Medicaid. 

Medicaid eligibility is determined by the monetary value of assets an individual has. Since a home is one of a person's most considerable assets, you might think that transferring the ownership will decrease your parent’s assets enough to qualify. 

However, this is only sometimes true. There are situations when your parent’s home may not qualify as an asset in consideration for Medicaid. There are also reasons why transferring ownership of your parents’ home can negatively affect their eligibility. 

If you or another dependent of your parent still lives in the house, it typically will be excluded from the consideration for Medicaid eligibility. In this instance, your parent may keep their house and still potentially qualify for Medicaid. 

Another critical factor is the five-year lookback period applied to any uncompensated transfers or gifts your parents give. This rule means that in the five years before submitting a Medicaid application, any uncompensated transfers or gifts your parents gave can delay receiving Medicaid benefits. 

If your parent transfers home ownership during this lookback period, Medicaid may consider it a gift and will delay your parents’ benefits. If the house is valued at $300,000 and your parent requires $5000 a month in assistance, the delay will be 60 months (300,000/5000). 

For this reason, it is essential to consider how signing over ownership of your parent’s house may affect their eligibility. 

How Can An Elderly Parent Sign Over House?

Elderly parents looking at paperwork

If you decide that signing over ownership of your parent’s house is the best idea, knowing all the necessary steps is important. There are several ways to sign over ownership of the house to an adult child, but the most common is using deeds. 

The three most common types of deeds used are:

1. Quitclaim Deed

A quitclaim deed gives the least responsibility to the receiver of the house. 

You and your parent will sign the deed with an attorney present. Then the deed will be filed with your local county’s office and dictate the transfer of ownership of the home. 

A quitclaim deed assures there are no liens held on the property and holds the parent responsible for any remaining mortgage payments. 

2. Gift Deed

A gift deed frames the ownership of the house as a gift the parent gives the child. 

Both parties must sign the deed, and there is no exchange of money or compensation. 

In this case, the child will be held liable for gift taxes and may be subject to capital gains if the property has increased in value. 

3. Transfer on Death Deed

A transfer on a death deed signifies that the ownership of the house won’t be given to the child until the parent passes away. 

A transfer on the death deed can help the child avoid probate court and some of the tax liabilities that may result from a gift deed.

All of these legal documents will require a lot of legal paperwork you must organize. That’s where Trustworthy comes in - we can help you keep all your important documents in one place, hassle-free.

Alternative To Signing Over A House

A couple reviewing paperwork

There are alternatives to signing over the house that may suit you and your parents better, depending on your situation. 

These options may help you avoid extra taxes and other risks in transferring ownership of your parent’s house. 

Trust

A trust is a legal agreement that names a trustee responsible for distributing your parents’ assets upon their passing away. Trusts are commonly used as an alternative to wills by people who wish to avoid probate courts and keep estate planning more in-family. 

A trust can contain your parents’ assets, including their house, and will dictate which beneficiary will receive what asset. Trusts can save your family money and challenges in the future. 

However, the downside to a trust is that the assets transferred to it will still be considered in the five-year look-back period when your parents’ Medicaid eligibility is decided. For this reason, it is best to use a trust if your parents don’t require Medicaid or do it at least five years before you apply. 

Power of Attorney

Another alternative is to acquire a power of attorney, allowing you to manage and handle your parents’ assets when they no longer can. 

If you are considering transferring the ownership of your parent’s house because they can no longer manage it themselves, this is another option to consider. 

After you and your parents complete a power of attorney, you can legally pay their bills from their accounts, sort out their finances, and manage their house for them. 

This will give you more responsibility, and you will be legally required to do the best for your parents. A power of attorney can be an excellent alternative to eliminate the risk of tax liability or losing Medicaid eligibility. 

Frequently Asked Questions

Can my parents put me on the deed to their house?

Your parents can put your name on the deed to their house. Many people might see this as a simple method of estate planning. 

However, it may be a bad idea. Depending on the type of deed, your and your parents' finances, and other factors, this could subject you to tax liability and affect your parents' Medicaid eligibility. 

Can my parents just give me their house?

Your parents can give their house to you if they have complete ownership. They can transfer ownership to you as a gift, where they receive no compensation in return. You may be subject to gift taxes if the house's value exceeds a certain amount. 

Is it better to inherit a house or receive it as a gift?

The better option depends on you and your parents' specific situation, but typically inheriting a house can allow you to avoid most taxes for capital gains. If your parents transfer the house to you while they’re still alive, you may be held responsible for paying for any increase in the house's value.

What are the disadvantages of putting your house in a trust?

Putting your house in a trust does not exclude you from estate taxes or any outstanding debts involved with the property. This means your beneficiaries may be held responsible for your debts. Transferring your house into a trust will also be included in Medicaid's five-year look-back period when determining your eligibility. 

What happens when you inherit a house from your parents?

If you inherit your parents' house through a will, you must complete the probate process and pay all the necessary fees. You can also inherit their house through a trust or a beneficiary deed. This can help you avoid the probate process and additional costs. 

Estate Planning

Should Elderly Parents Sign Over Their House? Pros & Cons

Elderly parents signing documents
Trustworthy logo

Joel Lim

Jun 6, 2023

When you and your elderly parents are trying to figure out a plan to distribute their assets, one of the most valuable assets is their house. 

Signing over the ownership of a house has potential tax implications that will affect both the parent and recipient. 

Whether your elderly parent should sign over their house can be complex. The factors to consider are your parents’ eligibility for Medicaid, the remaining mortgage, any increase in their home’s value over time, and more. 

This article will help you answer that question better and cover the pros and cons of signing over a house. 

Key Takeaways

  • Signing over your parents’ house into your name can have several tax implications. You may be subject to pay capital gains tax, where you will be responsible for any increase in the value of your parents’ home. 

  • There are situations where your parents’ house is not considered in their Medicaid eligibility. However, if they transfer ownership of their house anytime within the five years before they apply for Medicaid, their benefits may be delayed severely. 

  • The most common way to transfer house ownership is through a quitclaim, gift, or beneficiary deed. However, you and your parents can also consider creating a trust or power of attorney as alternatives. 

Should Elderly Parents Sign Over House?

Mini house on a table

When deciding whether your parents should sign over their house, there are several factors to consider. 

The transfer of ownership could provide you and your parents with tax benefits, depending on your situation. 

However, this is only true for some, and sometimes the transfer of ownership will cost you a large sum. 

Here are some things to consider before signing over your home:

Tax Implications

The tax implications of signing over a house are essential to know. The taxes that affect the transfer are capital gains tax. Capital gains tax is applied to any value difference between when a child receives ownership and when the house is sold. 

Many elderly parents bought their house long ago, and the property value has likely increased over time. This increase in value is subject to capital gains tax.

Capital gains tax is applied differently depending on how you assume ownership. If your parent signs over ownership while still alive, you will be liable for the difference in value from the original purchasing price. 

However, if you inherit the house through a will or trust, you are only responsible for the difference in the selling price and the value at the time of inheritance. 

The difference in tax liability can be massive in these situations. To avoid assuming a huge tax responsibility after receiving the house, you should thoroughly investigate any increase in the value of your parents’ home.

Probate

Probate court is the legal process to distribute somebody’s assets after passing. Many people want to avoid the complex and expensive probate court procedures, but the process may be more straightforward than you think. 

Sometimes families try to avoid probate court out of fear of this process, but the complexities and expenses of probate court vary depending on where you live. 

In reality, only a few states have complex and expensive procedures. For this reason, you should research your state’s specific probate laws before deciding to sign over your parents’ house. 

If you live in a state with expensive or complex procedures, there are ways to skip the probate process and avoid more severe capital gains taxes. 

For instance, a trust will allow you to skip the probate procedures and expenses by assigning the distribution of assets to a trustee. A trust also has potential benefits and is an appealing option for many. 

Death of the Adult Child

Another unforeseeable circumstance that can affect the transfer of ownership is the unexpected passing of the child after inheriting the house. 

The house will legally belong to the child and be considered their asset.

In this case, the ownership of the house will be passed down to the child’s heirs. The probate court will decide the distribution of the child’s assets under that specific state’s intestacy laws. 

Without control over the house, it may be passed down to irresponsible children or taken out of the family’s possession entirely, depending on debt or other situational factors. 

Does Your Elderly Parent Keeping Their Home Effect Medicaid Eligibility?

One of the most common reasons you and your parents may think to sign over their house is to help them qualify for Medicaid. 

Medicaid eligibility is determined by the monetary value of assets an individual has. Since a home is one of a person's most considerable assets, you might think that transferring the ownership will decrease your parent’s assets enough to qualify. 

However, this is only sometimes true. There are situations when your parent’s home may not qualify as an asset in consideration for Medicaid. There are also reasons why transferring ownership of your parents’ home can negatively affect their eligibility. 

If you or another dependent of your parent still lives in the house, it typically will be excluded from the consideration for Medicaid eligibility. In this instance, your parent may keep their house and still potentially qualify for Medicaid. 

Another critical factor is the five-year lookback period applied to any uncompensated transfers or gifts your parents give. This rule means that in the five years before submitting a Medicaid application, any uncompensated transfers or gifts your parents gave can delay receiving Medicaid benefits. 

If your parent transfers home ownership during this lookback period, Medicaid may consider it a gift and will delay your parents’ benefits. If the house is valued at $300,000 and your parent requires $5000 a month in assistance, the delay will be 60 months (300,000/5000). 

For this reason, it is essential to consider how signing over ownership of your parent’s house may affect their eligibility. 

How Can An Elderly Parent Sign Over House?

Elderly parents looking at paperwork

If you decide that signing over ownership of your parent’s house is the best idea, knowing all the necessary steps is important. There are several ways to sign over ownership of the house to an adult child, but the most common is using deeds. 

The three most common types of deeds used are:

1. Quitclaim Deed

A quitclaim deed gives the least responsibility to the receiver of the house. 

You and your parent will sign the deed with an attorney present. Then the deed will be filed with your local county’s office and dictate the transfer of ownership of the home. 

A quitclaim deed assures there are no liens held on the property and holds the parent responsible for any remaining mortgage payments. 

2. Gift Deed

A gift deed frames the ownership of the house as a gift the parent gives the child. 

Both parties must sign the deed, and there is no exchange of money or compensation. 

In this case, the child will be held liable for gift taxes and may be subject to capital gains if the property has increased in value. 

3. Transfer on Death Deed

A transfer on a death deed signifies that the ownership of the house won’t be given to the child until the parent passes away. 

A transfer on the death deed can help the child avoid probate court and some of the tax liabilities that may result from a gift deed.

All of these legal documents will require a lot of legal paperwork you must organize. That’s where Trustworthy comes in - we can help you keep all your important documents in one place, hassle-free.

Alternative To Signing Over A House

A couple reviewing paperwork

There are alternatives to signing over the house that may suit you and your parents better, depending on your situation. 

These options may help you avoid extra taxes and other risks in transferring ownership of your parent’s house. 

Trust

A trust is a legal agreement that names a trustee responsible for distributing your parents’ assets upon their passing away. Trusts are commonly used as an alternative to wills by people who wish to avoid probate courts and keep estate planning more in-family. 

A trust can contain your parents’ assets, including their house, and will dictate which beneficiary will receive what asset. Trusts can save your family money and challenges in the future. 

However, the downside to a trust is that the assets transferred to it will still be considered in the five-year look-back period when your parents’ Medicaid eligibility is decided. For this reason, it is best to use a trust if your parents don’t require Medicaid or do it at least five years before you apply. 

Power of Attorney

Another alternative is to acquire a power of attorney, allowing you to manage and handle your parents’ assets when they no longer can. 

If you are considering transferring the ownership of your parent’s house because they can no longer manage it themselves, this is another option to consider. 

After you and your parents complete a power of attorney, you can legally pay their bills from their accounts, sort out their finances, and manage their house for them. 

This will give you more responsibility, and you will be legally required to do the best for your parents. A power of attorney can be an excellent alternative to eliminate the risk of tax liability or losing Medicaid eligibility. 

Frequently Asked Questions

Can my parents put me on the deed to their house?

Your parents can put your name on the deed to their house. Many people might see this as a simple method of estate planning. 

However, it may be a bad idea. Depending on the type of deed, your and your parents' finances, and other factors, this could subject you to tax liability and affect your parents' Medicaid eligibility. 

Can my parents just give me their house?

Your parents can give their house to you if they have complete ownership. They can transfer ownership to you as a gift, where they receive no compensation in return. You may be subject to gift taxes if the house's value exceeds a certain amount. 

Is it better to inherit a house or receive it as a gift?

The better option depends on you and your parents' specific situation, but typically inheriting a house can allow you to avoid most taxes for capital gains. If your parents transfer the house to you while they’re still alive, you may be held responsible for paying for any increase in the house's value.

What are the disadvantages of putting your house in a trust?

Putting your house in a trust does not exclude you from estate taxes or any outstanding debts involved with the property. This means your beneficiaries may be held responsible for your debts. Transferring your house into a trust will also be included in Medicaid's five-year look-back period when determining your eligibility. 

What happens when you inherit a house from your parents?

If you inherit your parents' house through a will, you must complete the probate process and pay all the necessary fees. You can also inherit their house through a trust or a beneficiary deed. This can help you avoid the probate process and additional costs. 

Estate Planning

Should Elderly Parents Sign Over Their House? Pros & Cons

Elderly parents signing documents
Trustworthy logo

Joel Lim

Jun 6, 2023

When you and your elderly parents are trying to figure out a plan to distribute their assets, one of the most valuable assets is their house. 

Signing over the ownership of a house has potential tax implications that will affect both the parent and recipient. 

Whether your elderly parent should sign over their house can be complex. The factors to consider are your parents’ eligibility for Medicaid, the remaining mortgage, any increase in their home’s value over time, and more. 

This article will help you answer that question better and cover the pros and cons of signing over a house. 

Key Takeaways

  • Signing over your parents’ house into your name can have several tax implications. You may be subject to pay capital gains tax, where you will be responsible for any increase in the value of your parents’ home. 

  • There are situations where your parents’ house is not considered in their Medicaid eligibility. However, if they transfer ownership of their house anytime within the five years before they apply for Medicaid, their benefits may be delayed severely. 

  • The most common way to transfer house ownership is through a quitclaim, gift, or beneficiary deed. However, you and your parents can also consider creating a trust or power of attorney as alternatives. 

Should Elderly Parents Sign Over House?

Mini house on a table

When deciding whether your parents should sign over their house, there are several factors to consider. 

The transfer of ownership could provide you and your parents with tax benefits, depending on your situation. 

However, this is only true for some, and sometimes the transfer of ownership will cost you a large sum. 

Here are some things to consider before signing over your home:

Tax Implications

The tax implications of signing over a house are essential to know. The taxes that affect the transfer are capital gains tax. Capital gains tax is applied to any value difference between when a child receives ownership and when the house is sold. 

Many elderly parents bought their house long ago, and the property value has likely increased over time. This increase in value is subject to capital gains tax.

Capital gains tax is applied differently depending on how you assume ownership. If your parent signs over ownership while still alive, you will be liable for the difference in value from the original purchasing price. 

However, if you inherit the house through a will or trust, you are only responsible for the difference in the selling price and the value at the time of inheritance. 

The difference in tax liability can be massive in these situations. To avoid assuming a huge tax responsibility after receiving the house, you should thoroughly investigate any increase in the value of your parents’ home.

Probate

Probate court is the legal process to distribute somebody’s assets after passing. Many people want to avoid the complex and expensive probate court procedures, but the process may be more straightforward than you think. 

Sometimes families try to avoid probate court out of fear of this process, but the complexities and expenses of probate court vary depending on where you live. 

In reality, only a few states have complex and expensive procedures. For this reason, you should research your state’s specific probate laws before deciding to sign over your parents’ house. 

If you live in a state with expensive or complex procedures, there are ways to skip the probate process and avoid more severe capital gains taxes. 

For instance, a trust will allow you to skip the probate procedures and expenses by assigning the distribution of assets to a trustee. A trust also has potential benefits and is an appealing option for many. 

Death of the Adult Child

Another unforeseeable circumstance that can affect the transfer of ownership is the unexpected passing of the child after inheriting the house. 

The house will legally belong to the child and be considered their asset.

In this case, the ownership of the house will be passed down to the child’s heirs. The probate court will decide the distribution of the child’s assets under that specific state’s intestacy laws. 

Without control over the house, it may be passed down to irresponsible children or taken out of the family’s possession entirely, depending on debt or other situational factors. 

Does Your Elderly Parent Keeping Their Home Effect Medicaid Eligibility?

One of the most common reasons you and your parents may think to sign over their house is to help them qualify for Medicaid. 

Medicaid eligibility is determined by the monetary value of assets an individual has. Since a home is one of a person's most considerable assets, you might think that transferring the ownership will decrease your parent’s assets enough to qualify. 

However, this is only sometimes true. There are situations when your parent’s home may not qualify as an asset in consideration for Medicaid. There are also reasons why transferring ownership of your parents’ home can negatively affect their eligibility. 

If you or another dependent of your parent still lives in the house, it typically will be excluded from the consideration for Medicaid eligibility. In this instance, your parent may keep their house and still potentially qualify for Medicaid. 

Another critical factor is the five-year lookback period applied to any uncompensated transfers or gifts your parents give. This rule means that in the five years before submitting a Medicaid application, any uncompensated transfers or gifts your parents gave can delay receiving Medicaid benefits. 

If your parent transfers home ownership during this lookback period, Medicaid may consider it a gift and will delay your parents’ benefits. If the house is valued at $300,000 and your parent requires $5000 a month in assistance, the delay will be 60 months (300,000/5000). 

For this reason, it is essential to consider how signing over ownership of your parent’s house may affect their eligibility. 

How Can An Elderly Parent Sign Over House?

Elderly parents looking at paperwork

If you decide that signing over ownership of your parent’s house is the best idea, knowing all the necessary steps is important. There are several ways to sign over ownership of the house to an adult child, but the most common is using deeds. 

The three most common types of deeds used are:

1. Quitclaim Deed

A quitclaim deed gives the least responsibility to the receiver of the house. 

You and your parent will sign the deed with an attorney present. Then the deed will be filed with your local county’s office and dictate the transfer of ownership of the home. 

A quitclaim deed assures there are no liens held on the property and holds the parent responsible for any remaining mortgage payments. 

2. Gift Deed

A gift deed frames the ownership of the house as a gift the parent gives the child. 

Both parties must sign the deed, and there is no exchange of money or compensation. 

In this case, the child will be held liable for gift taxes and may be subject to capital gains if the property has increased in value. 

3. Transfer on Death Deed

A transfer on a death deed signifies that the ownership of the house won’t be given to the child until the parent passes away. 

A transfer on the death deed can help the child avoid probate court and some of the tax liabilities that may result from a gift deed.

All of these legal documents will require a lot of legal paperwork you must organize. That’s where Trustworthy comes in - we can help you keep all your important documents in one place, hassle-free.

Alternative To Signing Over A House

A couple reviewing paperwork

There are alternatives to signing over the house that may suit you and your parents better, depending on your situation. 

These options may help you avoid extra taxes and other risks in transferring ownership of your parent’s house. 

Trust

A trust is a legal agreement that names a trustee responsible for distributing your parents’ assets upon their passing away. Trusts are commonly used as an alternative to wills by people who wish to avoid probate courts and keep estate planning more in-family. 

A trust can contain your parents’ assets, including their house, and will dictate which beneficiary will receive what asset. Trusts can save your family money and challenges in the future. 

However, the downside to a trust is that the assets transferred to it will still be considered in the five-year look-back period when your parents’ Medicaid eligibility is decided. For this reason, it is best to use a trust if your parents don’t require Medicaid or do it at least five years before you apply. 

Power of Attorney

Another alternative is to acquire a power of attorney, allowing you to manage and handle your parents’ assets when they no longer can. 

If you are considering transferring the ownership of your parent’s house because they can no longer manage it themselves, this is another option to consider. 

After you and your parents complete a power of attorney, you can legally pay their bills from their accounts, sort out their finances, and manage their house for them. 

This will give you more responsibility, and you will be legally required to do the best for your parents. A power of attorney can be an excellent alternative to eliminate the risk of tax liability or losing Medicaid eligibility. 

Frequently Asked Questions

Can my parents put me on the deed to their house?

Your parents can put your name on the deed to their house. Many people might see this as a simple method of estate planning. 

However, it may be a bad idea. Depending on the type of deed, your and your parents' finances, and other factors, this could subject you to tax liability and affect your parents' Medicaid eligibility. 

Can my parents just give me their house?

Your parents can give their house to you if they have complete ownership. They can transfer ownership to you as a gift, where they receive no compensation in return. You may be subject to gift taxes if the house's value exceeds a certain amount. 

Is it better to inherit a house or receive it as a gift?

The better option depends on you and your parents' specific situation, but typically inheriting a house can allow you to avoid most taxes for capital gains. If your parents transfer the house to you while they’re still alive, you may be held responsible for paying for any increase in the house's value.

What are the disadvantages of putting your house in a trust?

Putting your house in a trust does not exclude you from estate taxes or any outstanding debts involved with the property. This means your beneficiaries may be held responsible for your debts. Transferring your house into a trust will also be included in Medicaid's five-year look-back period when determining your eligibility. 

What happens when you inherit a house from your parents?

If you inherit your parents' house through a will, you must complete the probate process and pay all the necessary fees. You can also inherit their house through a trust or a beneficiary deed. This can help you avoid the probate process and additional costs. 

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

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

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

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

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

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Does Microsoft Word Have an Obituary Template?

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

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

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

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

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

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

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

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12 Steps For Writing a Eulogy For Mom

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

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12 Steps for Writing a Eulogy for Dad

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

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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

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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

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

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

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

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

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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

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

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

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

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

grandparents
grandparents
grandparents

Aug 3, 2023

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

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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)

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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

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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)

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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)

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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?

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

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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?