Login

Start free trial

Login

Start free trial

Login

Start free trial

Login

Start free trial

Features

Security

Resources

Pricing

Login

Start free trial

Resource Hub

Estate Planning

The Benefits of Working With an Experienced Estate Planning Attorney

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

Stephanie Booth

Feb 7, 2023

When it comes to end-of-life matters, it is wise not to wait until the very last moment to get your affairs in order. Unless you have a time machine, making changes from the afterlife isn't exactly easy. But who is the right person to help you get your affairs in order? An estate planning attorney. 

Keep reading to understand how this legal expert is uniquely positioned to help make life (and death) issues a little easier.


Key Takeaways

  • Learn what an estate planning attorney does and how to find one with certifications you trust.

  • Understand the benefits of working with this type of legal professional.

  • Know how to prepare for your first meeting with an estate planning attorney and what you can expect from the process.

What Does an Estate Planning Attorney Do?

An estate planning attorney — also known as an “estate law attorney” or “probate attorney” — is a lawyer who specializes in all types of end–of-life matters.

They can help you:

  • Set up your last will and testament or living will

  • Name an executor to oversee your will

  • Set up trusts to hold your assets  

  • Designate beneficiaries to receive your assets

  • Protect the assets of your retirement plan (like your 401K)

  • Create an advanced healthcare directive or other plan for your long-term care

  • Establish Power Of Attorney (someone who can make financial or medical decisions on your behalf) 

  • Establish a legal guardian for any dependents

  • Draft a “letter of instruction” that outlines your specific wishes for a funeral or burial 

  • Create a succession plan for any businesses or companies you own

An estate planning attorney can also be empowered to close out any financial dealings after your death and distribute property, a process formally known as “estate administration.”


What are the Benefits of Working with an Estate Planning Attorney?

The Internet is full of free or low-cost “do it yourself” estate planning tools, but that doesn’t necessarily mean that they’re the best fit for you. In fact, the American Bar Association has raised concerns about some of these online options. Although convenient, they may not always be iron-clad.

Some of the benefits of working with an estate planning attorney: 

They know the legal-ese.

An estate planning attorney is well-versed in what should be included in a will and what’s not necessary. For instance, some assets, like your retirement account, are transferable-upon-death. You don’t need to put them in your will, but you will need to assign beneficiaries to receive their balances.

They can counsel you through the hard stuff. 

An estate planning attorney has the expertise to guide you through potentially thorny issues, such as how to divide assets equally among a large family.

They can step in and speak up.

Unfortunately, disputes about finances are all too common. If a disagreement arises after your passing, an estate planning attorney can clarify your intentions.

They understand the ins and outs of state laws.

“Probate” refers to the legal process that a person’s estate goes through after death. Your assets are reviewed and transferred to the rightful inheritors. Different states have different rules about the administration of probate, and an estate planning attorney will know them.

They can provide some accounting advice.

If any assets in your estate, such as a rental property, CDs, or mutual funds, generate income after your death, a federal income tax will need to be paid. States can also impose their own taxes. An estate planning attorney can help you plan for these fees — and look for potential tax savings for your beneficiaries.

How to Find an Estate Planning Attorney

It’s important to find an attorney who is both knowledgeable about and experienced in estate planning. Ask friends or relatives if they can make a recommendation, or check an online directory of legal professionals like Martindale Hubbell, which includes peer reviews. 

Credentials to look for include:

  • Membership in an estate planning organization or bar association

  • Estate planning certification, like AEP (Accredited Estate Planner) or CTEP (Chartered Estate Trust Planner)

  • Fellowship in a professional college, such as The American College of Trust and Estate Counsel (ACTEC)

In some cases, you may need an estate planning lawyer who has a particular specialty or type of experience. For instance, if you have properties or investments in other countries, an estate planning attorney who’s well-versed in international estate planning will likely be the best fit. 

How Much Does an Estate Planning Attorney Cost?

Estate planning attorneys often charge a flat rate for their services. A Lawyers.com survey found that a price tag between $1,000-$2,500 is common. 

Depending on the assets you own, you may be able to pick and choose the specialized types of legal help you need. Asking for “unbundled” legal services is often more cost-effective. According to Lawyers.com, the average hourly fee of estate planning attorneys runs between $250-$310/hour. If you live in a metropolitan area or choose an attorney with extensive experience, that number may be higher.

Some people find estate planning attorney costs intimidating to think about. But you may be able to reduce their fee by coming prepared to your initial meeting.


How Do I Prepare to Work with an Estate Planning Attorney?

Once you find a lawyer you feel comfortable with, here is what happens next:

Get Organized

The more information you can share with your attorney, the better. The documentation you provide will be key.

That includes:

  • A list of your physical assets, like your home, car, jewelry, and artwork 

  • A list of your liabilities (such as your mortgage and credit card balances)

  • Copy of employee benefits

  • Birth and adoption certificates

  • Recent statements from your bank, retirement, and other investment accounts

  • A list of your insurance policies, including cash values and death benefits

  • Deeds and titles

  • Beneficiary designations

  • Any prior wills

  • Certification of any existing trusts

  • Property values of your home and any other real estate you own

  • Intellectual property, trademark, copyright, and patent documents

  • Other relevant documents, like divorce papers or prenuptial agreements

  • Location and content of your safety deposit box or safe


Gathering all this can be time-consuming, but it is important to do, and we’re here to help. Trustworthy guides you through the process of finding and organizing these documents step-by-step. You can rest easy knowing that your sensitive information is protected and available whenever you need it.

Talk to Your Family About Your Plan

Although it may be awkward, give your family a heads up about your estate plan, including who will serve as your representative(s) in various capacities. You may find this easier to do in small, separate, and ongoing conversations rather than one big family reveal.

Some topics to cover include who you’d like to designate as:

  • Executor of your will 

  • Legal guardian for your children

  • Financial, Legal, or Medical Power of Attorney 

Prepare Questions

All estate planning attorneys should be ready to answer questions about their general process, as well as how they plan to protect and manage your specific assets. You can ask them:

  • How long will the estate planning process take?

  • What assets should be part of my estate?

  • How can I minimize any tax burden?

  • How can you be sure that my will will be carried out to my specifications?

  • What if I need to update my estate plan?

The estate planning process is complex, so it’s likely that you’ll have plenty of questions along the way, as well.


The more confidence you have in your attorney, the more comfortable you’ll feel working with them. With an estate planning attorney and Trustworthy, managing your end-of-life matters will be easy and straightforward.

Resource Hub

Estate Planning

The Benefits of Working With an Experienced Estate Planning Attorney

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

Stephanie Booth

Feb 7, 2023

When it comes to end-of-life matters, it is wise not to wait until the very last moment to get your affairs in order. Unless you have a time machine, making changes from the afterlife isn't exactly easy. But who is the right person to help you get your affairs in order? An estate planning attorney. 

Keep reading to understand how this legal expert is uniquely positioned to help make life (and death) issues a little easier.


Key Takeaways

  • Learn what an estate planning attorney does and how to find one with certifications you trust.

  • Understand the benefits of working with this type of legal professional.

  • Know how to prepare for your first meeting with an estate planning attorney and what you can expect from the process.

What Does an Estate Planning Attorney Do?

An estate planning attorney — also known as an “estate law attorney” or “probate attorney” — is a lawyer who specializes in all types of end–of-life matters.

They can help you:

  • Set up your last will and testament or living will

  • Name an executor to oversee your will

  • Set up trusts to hold your assets  

  • Designate beneficiaries to receive your assets

  • Protect the assets of your retirement plan (like your 401K)

  • Create an advanced healthcare directive or other plan for your long-term care

  • Establish Power Of Attorney (someone who can make financial or medical decisions on your behalf) 

  • Establish a legal guardian for any dependents

  • Draft a “letter of instruction” that outlines your specific wishes for a funeral or burial 

  • Create a succession plan for any businesses or companies you own

An estate planning attorney can also be empowered to close out any financial dealings after your death and distribute property, a process formally known as “estate administration.”


What are the Benefits of Working with an Estate Planning Attorney?

The Internet is full of free or low-cost “do it yourself” estate planning tools, but that doesn’t necessarily mean that they’re the best fit for you. In fact, the American Bar Association has raised concerns about some of these online options. Although convenient, they may not always be iron-clad.

Some of the benefits of working with an estate planning attorney: 

They know the legal-ese.

An estate planning attorney is well-versed in what should be included in a will and what’s not necessary. For instance, some assets, like your retirement account, are transferable-upon-death. You don’t need to put them in your will, but you will need to assign beneficiaries to receive their balances.

They can counsel you through the hard stuff. 

An estate planning attorney has the expertise to guide you through potentially thorny issues, such as how to divide assets equally among a large family.

They can step in and speak up.

Unfortunately, disputes about finances are all too common. If a disagreement arises after your passing, an estate planning attorney can clarify your intentions.

They understand the ins and outs of state laws.

“Probate” refers to the legal process that a person’s estate goes through after death. Your assets are reviewed and transferred to the rightful inheritors. Different states have different rules about the administration of probate, and an estate planning attorney will know them.

They can provide some accounting advice.

If any assets in your estate, such as a rental property, CDs, or mutual funds, generate income after your death, a federal income tax will need to be paid. States can also impose their own taxes. An estate planning attorney can help you plan for these fees — and look for potential tax savings for your beneficiaries.

How to Find an Estate Planning Attorney

It’s important to find an attorney who is both knowledgeable about and experienced in estate planning. Ask friends or relatives if they can make a recommendation, or check an online directory of legal professionals like Martindale Hubbell, which includes peer reviews. 

Credentials to look for include:

  • Membership in an estate planning organization or bar association

  • Estate planning certification, like AEP (Accredited Estate Planner) or CTEP (Chartered Estate Trust Planner)

  • Fellowship in a professional college, such as The American College of Trust and Estate Counsel (ACTEC)

In some cases, you may need an estate planning lawyer who has a particular specialty or type of experience. For instance, if you have properties or investments in other countries, an estate planning attorney who’s well-versed in international estate planning will likely be the best fit. 

How Much Does an Estate Planning Attorney Cost?

Estate planning attorneys often charge a flat rate for their services. A Lawyers.com survey found that a price tag between $1,000-$2,500 is common. 

Depending on the assets you own, you may be able to pick and choose the specialized types of legal help you need. Asking for “unbundled” legal services is often more cost-effective. According to Lawyers.com, the average hourly fee of estate planning attorneys runs between $250-$310/hour. If you live in a metropolitan area or choose an attorney with extensive experience, that number may be higher.

Some people find estate planning attorney costs intimidating to think about. But you may be able to reduce their fee by coming prepared to your initial meeting.


How Do I Prepare to Work with an Estate Planning Attorney?

Once you find a lawyer you feel comfortable with, here is what happens next:

Get Organized

The more information you can share with your attorney, the better. The documentation you provide will be key.

That includes:

  • A list of your physical assets, like your home, car, jewelry, and artwork 

  • A list of your liabilities (such as your mortgage and credit card balances)

  • Copy of employee benefits

  • Birth and adoption certificates

  • Recent statements from your bank, retirement, and other investment accounts

  • A list of your insurance policies, including cash values and death benefits

  • Deeds and titles

  • Beneficiary designations

  • Any prior wills

  • Certification of any existing trusts

  • Property values of your home and any other real estate you own

  • Intellectual property, trademark, copyright, and patent documents

  • Other relevant documents, like divorce papers or prenuptial agreements

  • Location and content of your safety deposit box or safe


Gathering all this can be time-consuming, but it is important to do, and we’re here to help. Trustworthy guides you through the process of finding and organizing these documents step-by-step. You can rest easy knowing that your sensitive information is protected and available whenever you need it.

Talk to Your Family About Your Plan

Although it may be awkward, give your family a heads up about your estate plan, including who will serve as your representative(s) in various capacities. You may find this easier to do in small, separate, and ongoing conversations rather than one big family reveal.

Some topics to cover include who you’d like to designate as:

  • Executor of your will 

  • Legal guardian for your children

  • Financial, Legal, or Medical Power of Attorney 

Prepare Questions

All estate planning attorneys should be ready to answer questions about their general process, as well as how they plan to protect and manage your specific assets. You can ask them:

  • How long will the estate planning process take?

  • What assets should be part of my estate?

  • How can I minimize any tax burden?

  • How can you be sure that my will will be carried out to my specifications?

  • What if I need to update my estate plan?

The estate planning process is complex, so it’s likely that you’ll have plenty of questions along the way, as well.


The more confidence you have in your attorney, the more comfortable you’ll feel working with them. With an estate planning attorney and Trustworthy, managing your end-of-life matters will be easy and straightforward.

Resource Hub

Estate Planning

The Benefits of Working With an Experienced Estate Planning Attorney

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

Stephanie Booth

Feb 7, 2023

When it comes to end-of-life matters, it is wise not to wait until the very last moment to get your affairs in order. Unless you have a time machine, making changes from the afterlife isn't exactly easy. But who is the right person to help you get your affairs in order? An estate planning attorney. 

Keep reading to understand how this legal expert is uniquely positioned to help make life (and death) issues a little easier.


Key Takeaways

  • Learn what an estate planning attorney does and how to find one with certifications you trust.

  • Understand the benefits of working with this type of legal professional.

  • Know how to prepare for your first meeting with an estate planning attorney and what you can expect from the process.

What Does an Estate Planning Attorney Do?

An estate planning attorney — also known as an “estate law attorney” or “probate attorney” — is a lawyer who specializes in all types of end–of-life matters.

They can help you:

  • Set up your last will and testament or living will

  • Name an executor to oversee your will

  • Set up trusts to hold your assets  

  • Designate beneficiaries to receive your assets

  • Protect the assets of your retirement plan (like your 401K)

  • Create an advanced healthcare directive or other plan for your long-term care

  • Establish Power Of Attorney (someone who can make financial or medical decisions on your behalf) 

  • Establish a legal guardian for any dependents

  • Draft a “letter of instruction” that outlines your specific wishes for a funeral or burial 

  • Create a succession plan for any businesses or companies you own

An estate planning attorney can also be empowered to close out any financial dealings after your death and distribute property, a process formally known as “estate administration.”


What are the Benefits of Working with an Estate Planning Attorney?

The Internet is full of free or low-cost “do it yourself” estate planning tools, but that doesn’t necessarily mean that they’re the best fit for you. In fact, the American Bar Association has raised concerns about some of these online options. Although convenient, they may not always be iron-clad.

Some of the benefits of working with an estate planning attorney: 

They know the legal-ese.

An estate planning attorney is well-versed in what should be included in a will and what’s not necessary. For instance, some assets, like your retirement account, are transferable-upon-death. You don’t need to put them in your will, but you will need to assign beneficiaries to receive their balances.

They can counsel you through the hard stuff. 

An estate planning attorney has the expertise to guide you through potentially thorny issues, such as how to divide assets equally among a large family.

They can step in and speak up.

Unfortunately, disputes about finances are all too common. If a disagreement arises after your passing, an estate planning attorney can clarify your intentions.

They understand the ins and outs of state laws.

“Probate” refers to the legal process that a person’s estate goes through after death. Your assets are reviewed and transferred to the rightful inheritors. Different states have different rules about the administration of probate, and an estate planning attorney will know them.

They can provide some accounting advice.

If any assets in your estate, such as a rental property, CDs, or mutual funds, generate income after your death, a federal income tax will need to be paid. States can also impose their own taxes. An estate planning attorney can help you plan for these fees — and look for potential tax savings for your beneficiaries.

How to Find an Estate Planning Attorney

It’s important to find an attorney who is both knowledgeable about and experienced in estate planning. Ask friends or relatives if they can make a recommendation, or check an online directory of legal professionals like Martindale Hubbell, which includes peer reviews. 

Credentials to look for include:

  • Membership in an estate planning organization or bar association

  • Estate planning certification, like AEP (Accredited Estate Planner) or CTEP (Chartered Estate Trust Planner)

  • Fellowship in a professional college, such as The American College of Trust and Estate Counsel (ACTEC)

In some cases, you may need an estate planning lawyer who has a particular specialty or type of experience. For instance, if you have properties or investments in other countries, an estate planning attorney who’s well-versed in international estate planning will likely be the best fit. 

How Much Does an Estate Planning Attorney Cost?

Estate planning attorneys often charge a flat rate for their services. A Lawyers.com survey found that a price tag between $1,000-$2,500 is common. 

Depending on the assets you own, you may be able to pick and choose the specialized types of legal help you need. Asking for “unbundled” legal services is often more cost-effective. According to Lawyers.com, the average hourly fee of estate planning attorneys runs between $250-$310/hour. If you live in a metropolitan area or choose an attorney with extensive experience, that number may be higher.

Some people find estate planning attorney costs intimidating to think about. But you may be able to reduce their fee by coming prepared to your initial meeting.


How Do I Prepare to Work with an Estate Planning Attorney?

Once you find a lawyer you feel comfortable with, here is what happens next:

Get Organized

The more information you can share with your attorney, the better. The documentation you provide will be key.

That includes:

  • A list of your physical assets, like your home, car, jewelry, and artwork 

  • A list of your liabilities (such as your mortgage and credit card balances)

  • Copy of employee benefits

  • Birth and adoption certificates

  • Recent statements from your bank, retirement, and other investment accounts

  • A list of your insurance policies, including cash values and death benefits

  • Deeds and titles

  • Beneficiary designations

  • Any prior wills

  • Certification of any existing trusts

  • Property values of your home and any other real estate you own

  • Intellectual property, trademark, copyright, and patent documents

  • Other relevant documents, like divorce papers or prenuptial agreements

  • Location and content of your safety deposit box or safe


Gathering all this can be time-consuming, but it is important to do, and we’re here to help. Trustworthy guides you through the process of finding and organizing these documents step-by-step. You can rest easy knowing that your sensitive information is protected and available whenever you need it.

Talk to Your Family About Your Plan

Although it may be awkward, give your family a heads up about your estate plan, including who will serve as your representative(s) in various capacities. You may find this easier to do in small, separate, and ongoing conversations rather than one big family reveal.

Some topics to cover include who you’d like to designate as:

  • Executor of your will 

  • Legal guardian for your children

  • Financial, Legal, or Medical Power of Attorney 

Prepare Questions

All estate planning attorneys should be ready to answer questions about their general process, as well as how they plan to protect and manage your specific assets. You can ask them:

  • How long will the estate planning process take?

  • What assets should be part of my estate?

  • How can I minimize any tax burden?

  • How can you be sure that my will will be carried out to my specifications?

  • What if I need to update my estate plan?

The estate planning process is complex, so it’s likely that you’ll have plenty of questions along the way, as well.


The more confidence you have in your attorney, the more comfortable you’ll feel working with them. With an estate planning attorney and Trustworthy, managing your end-of-life matters will be easy and straightforward.

Try Trustworthy today.

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

Try Trustworthy free

View pricing

No credit card required.

Try Trustworthy today.

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

Try Trustworthy free

View pricing

No credit card required.

Try Trustworthy today.

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

Try Trustworthy free

View pricing

No credit card required.

Related Articles

removing a deceased spouse from a deed
removing a deceased spouse from a deed
removing a deceased spouse from a deed

Apr 19, 2024

Removing a Deceased Spouse from a Deed: 5 Necessary Steps

can a spouse change the deceased's will
can a spouse change the deceased's will
can a spouse change the deceased's will

Apr 17, 2024

After Death: Can a Spouse Change the Deceased's Will?

divorced spouse's rights to property after death explained
divorced spouse's rights to property after death explained
divorced spouse's rights to property after death explained

Apr 17, 2024

Divorced Spouse's Rights to Property After Death Explained

va disability and social security
va disability and social security
va disability and social security

Apr 11, 2024

Navigating Dual Benefits: VA Disability and Social Security

veteran benefit eligibility
veteran benefit eligibility
veteran benefit eligibility

Apr 11, 2024

Veteran Benefit Eligibility: Understanding Denials and Exclusions

eligibility for veteran’s spouse benefits
eligibility for veteran’s spouse benefits
eligibility for veteran’s spouse benefits

Apr 4, 2024

Eligibility for Veteran’s Spouse Benefits: What You Need to Know

va disability payments
va disability payments
va disability payments

Apr 3, 2024

VA Disability Payments: Can They Be Discontinued?

veteran death
veteran death
veteran death

Mar 30, 2024

Veteran Death: Essential Actions and Checklist for Next of Kin

slats in estate planning
slats in estate planning
slats in estate planning

Mar 27, 2024

SLATs in Estate Planning: An Innovative Strategy Explained

maximize your estate planning with survivorship life insurance
maximize your estate planning with survivorship life insurance
maximize your estate planning with survivorship life insurance

Mar 27, 2024

Maximize Your Estate Planning with Survivorship Life Insurance

va benefits timeline
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

Feb 15, 2024

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

Feb 14, 2024

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)

how to cancel a deceased person's subscriptions
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

Nov 7, 2023

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

Nov 6, 2023

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?