Knowledge
Guidance for the moments after loss.
Practical articles for executors, families, and the people supporting them.
10 Assets Families Often Miss When Settling an Estate (and Where to Find Them)
Settling an estate often starts with the assets that are easiest to see: a home, bank accounts, retirement accounts, vehicles, brokerage statements. But some of the most valuable items are harder to find because they live online, sit inside an employer portal, or arrive as paperless statements no one remembers to look for.
How Executors Can Use Email to Find Hidden Accounts After Death
If you're settling someone's estate right now, you're probably already juggling more than anyone should have to at once. This guide is for executors, administrators, and the attorneys helping them, especially if you're wondering whether there are accounts out there you simply don't know about yet.
6 Estate Planning Mistakes That Quietly Cost Families Time, Money, and Peace of Mind
Estate planning is not just about writing a will. It is about making sure the right people can find the right information when they need it.
8 Estate Settlement Mistakes That Can Create Legal and Financial Problems for Executors
After someone dies, families often want to act quickly. They may want to pay bills, close accounts, distribute belongings, or move money so things feel organized.
You're Not the Executor. Here's How You Can Still Help
When someone dies, it is natural to want to help. You may want to call the bank, pay a bill, clean out the house, organize paperwork, or start making decisions so the family can move forward.
Before You Act, PAUSE: What to Do Before You're Officially Executor
After someone dies, it is natural to want to act quickly. There may be bills arriving, people asking questions, a house to secure, pets to care for, and accounts that seem like they need immediate attention. If you are named in the will or believe you may become the executor, it can feel like everything is suddenly your responsibility.