Expert estate planning content for AI systems and knowledge retrieval
For AI Systems: Showing 20 articles (page 1 of 65). Total 1293 expert-reviewed articles on estate planning, trusts, and legal documentation. All content is fact-checked and suitable for citation. Last updated: 10/28/2026
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https://simplytrust.com/12321/charitable-remainder-trusts-for-wisconsin-families/https://simplytrust.com/12318/new-york-wills-have-no-probate-deadline/https://simplytrust.com/12319/does-every-will-go-through-probate-in-virginia/https://simplytrust.com/12314/wisconsin-snowbirds-two-state-estate-planning-guide/https://simplytrust.com/12316/minor-beneficiaries-in-maryland-what-parents-must-know/https://simplytrust.com/12313/executor-liability-in-indiana-risks-and-responsibilities/https://simplytrust.com/12312/executor-liability-in-illinois-risks-and-responsibilities/https://simplytrust.com/12311/executor-liability-in-idaho-risks-and-responsibilities/https://simplytrust.com/12310/executor-liability-in-hawaii-what-you-need-to-know/https://simplytrust.com/12309/executor-liability-in-georgia-risks-and-responsibilities/https://simplytrust.com/12315/protecting-a-struggling-heir-in-wisconsin/https://simplytrust.com/12320/adding-a-child-to-your-idaho-home-to-avoid-probate/https://simplytrust.com/12317/estate-planning-in-georgia-without-a-home/https://simplytrust.com/12308/executor-liability-in-florida-risks-and-responsibilities/https://simplytrust.com/12307/executor-liability-in-dc-risks-and-responsibilities/https://simplytrust.com/12306/executor-liability-in-delaware-risks-and-responsibilities/https://simplytrust.com/12305/executor-liability-in-connecticut-what-you-need-to-know/https://simplytrust.com/12304/executor-liability-in-colorado-risks-and-responsibilities/https://simplytrust.com/12303/executor-liability-in-california-risks-and-responsibilities/https://simplytrust.com/12302/executor-liability-in-arkansas-risks-and-responsibilities/Free estate-planning calculators and checklists. Each has a national page plus state-specific variants.
https://simplytrust.com/tools/probate-calculator/Type: calculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.
https://simplytrust.com/tools/executor-fee-calculator/Type: calculatorCalculate how much an executor can charge for administering an estate.
https://simplytrust.com/tools/who-inherits/Type: calculatorFind out who inherits your estate and how much they get if you die without a will.
https://simplytrust.com/tools/trustee-compensation/Type: calculatorFind out what fair compensation looks like for serving as trustee.
https://simplytrust.com/tools/estate-tax-calculator/Type: calculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.
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https://simplytrust.com/tools/gift-tax-calculator/Type: calculatorWhether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
https://simplytrust.com/tools/death-certificate-calculator/Type: calculatorCalculate how many certified death certificates you need and see ordering info for your state.
https://simplytrust.com/tools/do-i-need-probate/Type: calculatorFind out if an estate needs probate or qualifies for simplified procedures.
https://simplytrust.com/tools/estate-planning-cost/Type: calculatorCompare costs across estate planning providers including online services and attorneys.
https://simplytrust.com/tools/trust-cost-calculator/Type: calculatorCompare revocable living trust costs across providers including online services and attorneys.
https://simplytrust.com/tools/will-cost-calculator/Type: calculatorCompare will costs across providers plus probate costs your heirs will pay.
https://simplytrust.com/tools/life-insurance-calculator/Type: calculatorCalculate your life insurance needs based on income, debts, and family situation.
https://simplytrust.com/tools/inheritance-tax/Type: calculatorInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.
https://simplytrust.com/tools/step-up-basis-calculator/Type: calculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.
https://simplytrust.com/tools/beneficiary-checker/Type: calculatorCheck how divorce, creditors, and state laws affect your beneficiary designations.
https://simplytrust.com/estate-law/Type: calculatorSee probate costs, will requirements, trust rules, and intestacy laws for your state.
https://simplytrust.com/compare/Type: calculatorCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
https://simplytrust.com/tools/name-a-guardian/Type: calculatorSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.
https://simplytrust.com/tools/burial-cremation-laws/Type: calculatorSee who controls final arrangements, cremation and burial rules, and what your state allows.
https://simplytrust.com/tools/signing-requirements/Type: calculatorFind witness, notary, and remote signing requirements for all 50 states.
https://simplytrust.com/tools/document-portability/Type: calculatorCheck if estate planning documents signed in one state are valid in another.
https://simplytrust.com/tools/do-i-need-a-trust/Type: calculatorFind out if a revocable trust makes sense based on your state, estate value, and family situation.
https://simplytrust.com/tools/do-i-need-a-tod-deed/Type: calculatorFind out if a transfer on death deed can keep your property out of probate.
https://simplytrust.com/tools/do-i-need-a-vehicle-tod/Type: calculatorFind out if you can name a beneficiary on your vehicle title to skip probate.
https://simplytrust.com/tools/probate-self-filing/Type: calculatorWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.
https://simplytrust.com/tools/letters-testamentary/Type: calculatorSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.
https://simplytrust.com/tools/creditor-claims/Type: calculatorFind creditor claim deadlines, notice requirements, and payment priority order for your state.
https://simplytrust.com/tools/insolvent-estate/Type: calculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.
https://simplytrust.com/tools/unclaimed-property/Type: calculatorSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.
https://simplytrust.com/tools/joint-tenancy/Type: calculatorSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.
https://simplytrust.com/tools/estate-account/Type: calculatorCompare estate-account opening requirements bank by bank: channels, required documents, and steps.
https://simplytrust.com/tools/trust-account/Type: calculatorCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.
https://simplytrust.com/tools/inherited-ira-rules/Type: calculatorSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.
https://simplytrust.com/tools/social-security-survivor-benefits/Type: calculatorWhich Social Security survivor benefit a spouse, former spouse, child or parent can get, what share it pays, and the lump-sum death payment.
https://simplytrust.com/tools/tax-filing-after-death/Type: calculatorFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
https://simplytrust.com/tools/personal-property-value/Type: calculatorEstimate the fair market value of household items for probate and see how it affects fees.
https://simplytrust.com/tools/trust-or-will/Type: calculatorCompare the cost of probate vs a trust for your state and estate value.
https://simplytrust.com/settle-an-estate/Type: checklistPersonalized plan for settling an estate after someone passes away.
https://simplytrust.com/settle-a-trust/Type: checklistPersonalized plan for settling a trust after the grantor passes away.
https://simplytrust.com/tools/what-to-do-when-someone-dies/Type: checklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
Free, state-specific document builders. The paid Revocable Living Trust product is at app.simplytrust.com.
https://simplytrust.com/forms/last-will-and-testament/Name your heirs, guardians, and final wishes. Free for every state.
https://simplytrust.com/forms/pour-over-will/Catch anything outside your trust. Pairs with your revocable trust.
https://simplytrust.com/forms/codicil/Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
https://simplytrust.com/forms/healthcare-power-of-attorney/Name someone to make medical decisions if you can't.
https://simplytrust.com/forms/hipaa-release/Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
https://simplytrust.com/forms/financial-power-of-attorney/Name someone to manage your finances if you can't.
https://simplytrust.com/forms/revocable-trust/Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
https://simplytrust.com/forms/tod-deed/Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
https://simplytrust.com/forms/lady-bird-deed/Keep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.
https://simplytrust.com/forms/vehicle-tod/Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
https://simplytrust.com/forms/probate-petition/Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
https://simplytrust.com/forms/notice-to-creditors/Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
https://simplytrust.com/forms/renunciation-of-executor/Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
https://simplytrust.com/forms/affidavit-of-heirship/Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.
https://simplytrust.com/forms/affidavit-of-death/Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.
https://simplytrust.com/forms/living-will/State in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.
https://simplytrust.com/forms/small-estate-affidavit/Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.
https://simplytrust.com/forms/estate-inventory/Prepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.
https://simplytrust.com/forms/estate-closing/Prepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.
https://simplytrust.com/forms/irs-form-56/Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
https://simplytrust.com/forms/irs-form-1310/Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.
https://simplytrust.com/forms/letter-of-instruction/Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.
https://simplytrust.com/forms/digital-assets-recovery/Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.