Resources For Professionals About Us Careers Login
Why Switch? For Professionals Pricing Security Login
Back to Trustworthy Resources

All Estate Planning Articles

Estate Planning

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

Estate Planning

How To Write An Obituary (5 Steps With Examples)

Estate Planning

How to Stop Social Security Direct Deposit After Death

Estate Planning

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

Estate Planning

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

Estate Planning

Does The DMV Know When Someone Dies?

Estate Planning

What Happens To A Leased Vehicle When Someone Dies?

Estate Planning

Unlock iPhone When Someone Dies (5 Things To Try)

Estate Planning

Trustworthy guide: How to organize your digital information

Electronic information competes for our attention every day. Whether it’s text notifications, a flood of email promotions, or those old family photos you still haven't organized in 10 years, neglecting your digital well-being comes at a cost.

Estate Planning

Estate planning 101: An introductory guide

Estate planning may be one of the most important things you can do for yourself and your family — and also one of the easiest things to keep putting off. In fact, a study by AARP found that nearly 60% of American adults don’t have a will or living trust. 

Estate Planning

What does a Trustee Do?

When you create a trust, the Trustee is the person you are “trusting” to safeguard and invest the trust property, pay all the legitimate debts, expenses and taxes of the trust, and distribute the trust...

Estate Planning

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

The Uniform Probate Code and the Uniform Trust Code are not laws. They are models that some states have used when writing their own probate and trust laws.

Estate Planning

What Exactly is a Trust?

A trust is a legal arrangement by which a person (the “Trustee”) legally owns the property of one person (the “Grantor”) for the benefit of another person (the “Beneficiary”).

Estate Planning

What is Probate?

Probate is the legal proceeding in which a deceased person’s Last Will and Testament is presented to the court. This court has legal authority, or jurisdiction, over the settlement of estates.

Estate Planning

What Is a Power of Attorney for Finances?

A power of attorney is a legal document in which you appoint one or more people to be your agent. You’re called the principal and your agent is sometimes called your attorney-in-fact.

Estate Planning

What Is Your Domicile & Why It Matters

When planning your estate, it’s important to know which state is your legal domicile. Why? Because the laws of each of the fifty states of the United States of America are different.

Estate Planning

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

Traditionally a Will has been the backbone of an estate plan. It is a legally-binding document. that spells out who will inherit the property of a person...

Estate Planning

What Does Your “Property” Mean?

In the estate planning context, property means all of your assets, not just real estate. Property includes real property, which is real estate, and personal property, which is everything else.

Estate Planning

What Does a Typical Estate Plan Include?

An “estate plan” is a plan that you create with the assistance of your attorney — ideally long before your death — so that, when you die, your assets go to the people you choose.