Guide: Introduction to Probate and Estate Transition
Learn the probate process and estate transition essentials. Simplify legal steps, manage assets, and ease the transition for your loved ones.
Bank or Financial Institution Notification Template: How to Notify a Bank After a Death
A document to notify a bank or financial institution of a loved one’s passing. This notification starts a conversation about managing and protecting the deceased’s accounts.
How to Notify an Insurance Company of a Death
A document used to formally inform insurance providers of the policyholder's death and to initiate the necessary steps for processing claims, updates, or changes related to the insurance policies.
When Should I DIY a Will vs Using an Attorney for Help?
Learn when to create a DIY will and when to seek an attorney’s help. Understand the factors to consider, including estate complexity, minor children, and tax planning, to ensure your will meets your needs.
10 Facts & Stats: Estate Planning, Aging, Retirement, and Funerals in America
Discover key statistics about estate planning, retirement, and wealth transfer in America.
What is Palliative Care?
Learn what palliative care is, its key components, and the benefits it offers to patients with serious illnesses and their families.