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As life happens, SimplyTrust

Certain moments in life make estate planning essential. Select a life event to learn what you need to know and what steps to take.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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Divorce

Divorce

What divorce does and does not undo: beneficiary designations, your will, powers of attorney, and the one account your ex stays on until you change it.

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Loss of a Spouse

Loss of a Spouse

What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Inheritance

Inheritance

Inheriting assets brings responsibility. How to manage, protect, and plan for inherited wealth — including tax implications and trust options.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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Serious Diagnosis

Serious Diagnosis

A serious diagnosis changes priorities. Healthcare proxies, financial powers of attorney, and the documents that ensure your wishes are honored.

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Moving to a New State

Moving to a New State

State laws vary significantly for wills, trusts, and powers of attorney. What to review after relocating to make sure your estate plan still works.

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Death of a Parent

Death of a Parent

A step-by-step guide to what happens after a parent dies: the documents to find, the certificates to order, and whether probate is even required.

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Named as Executor

Named as Executor

What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.

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Named as Trustee

Named as Trustee

Being named trustee means managing trust assets and carrying out the grantor's wishes. Your duties, timeline, compensation, and how to get started.

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