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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
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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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.
Learn moreMore tools for administering this trust
Calculators and checklists for trust administration.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's digital-account assets from the program that holds them.
What's Fair Trustee Compensation?
Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.
How Many Death Certificates Do I Need?
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Do I Need Probate?
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
What Taxes Apply to My Inheritance?
See which states charge inheritance tax, what federal tax applies, and how long it takes to receive money, property, or retirement assets from an estate or trust.
How Does Step-Up in Basis Work?
Estimate the stepped-up basis on inherited stock, real estate, or business interests. Project federal and state capital gains tax with vs. without the step-up to see how much it saves at sale.
Hire a California Trust Administration Attorney
Browse 228 trust administration firms in California with addresses, contact info, and practice details.
Your kids shouldn't have to do this.
California Estate Planning Resources
In-depth guides covering California probate laws, trust requirements, and estate planning strategies.