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Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.
EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare 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.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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I'm planning ahead
Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker, and when your documents are actually done.Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, what proves the trust, and what the successor trustee faces.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
I'm inheriting
Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the tax for a missed withdrawal.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
Someone I love died
Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Estate Account Opening GuideCompare estate-account opening requirements bank by bank: channels, required documents, and steps.Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the tax for a missed withdrawal.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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Revocable Living TrustLast Will and TestamentPour-Over WillHealthcare Power of AttorneyFinancial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathLiving WillEIN ApplicationPetition for Probate and LettersNotice to CreditorsRenunciation of ExecutorAffidavit of HeirshipSmall Estate AffidavitEstate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
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Estate Planning Cost CalculatorRevocable Living Trust Cost CalculatorWill Cost CalculatorLife Insurance CalculatorBeneficiary Designation CheckerState Estate Law GuideEstate Planning Service ComparisonName a Guardian GuideBurial & Cremation Law GuideSigning Requirements CheckerDocument Portability CheckerTrust Need AssessmentTOD Deed AssessmentVehicle TOD AssessmentTrust Account Opening GuideTrust or Will Decision Tool
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Home→News→Probate and Estate Administration News

Probate and Estate Administration News

News that reaches an estate in administration: probate court changes, small estate thresholds, executor and administrator rulings, and filing deadlines.

All topics911Probate and estate administration389Estate, inheritance, and gift taxes278Trusts114Wills36Powers of attorney and incapacity97Beneficiaries and inheritance349Medicaid and long-term care38Digital assets14
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
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389 news posts

Probate Judge Approves $2.7 Million Misuse of Funds

Probate Judge Approves $2.7 Million Misuse of Funds

A Ventura woman misdirected $2.7 million from elderly clients, raising serious questions about fiduciary oversight.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Jackson Estate Battle Highlights Probate Risks and Trustee Duties

Jackson Estate Battle Highlights Probate Risks and Trustee Duties

Paris Jackson challenges estate executors over $600K in unauthorized payments, highlighting probate risks and the importance of transparent estate…
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
Starting Family Conversations About Estate Planning

Starting Family Conversations About Estate Planning

Starting conversations about estate planning can feel daunting. Here’s how to approach it with your family.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Minnesota Will Updates: When and Why to Revise Your Estate Plan

Minnesota Will Updates: When and Why to Revise Your Estate Plan

Minnesota estate planning firm emphasizes annual will reviews to avoid probate complications and ensure compliance with state requirements.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Lessons from Europe’s Beer Taxes for US Estate Planning

Lessons from Europe’s Beer Taxes for US Estate Planning

Discover how European beer taxes can shape U.S. estate planning decisions and strategies for business owners.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
How New EU Tax Policies Impact U.S. Estate Planning

How New EU Tax Policies Impact U.S. Estate Planning

Discover how evolving EU tax policies can impact your U.S. estate planning strategies and compliance.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Wealthy Families Face New Tax Challenges in Estate Planning

Wealthy Families Face New Tax Challenges in Estate Planning

Discover how recent tax proposals could reshape your estate planning strategies and what that means for your family’s future.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Understanding Maricopa County’s Probate Process and Resources

Understanding Maricopa County’s Probate Process and Resources

Explore the Maricopa County Probate Department resources and learn how to navigate the probate process effectively.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
When a Revocable Trust Functions as a Deed: A Case Study

When a Revocable Trust Functions as a Deed: A Case Study

Discover how a revocable trust can function as a deed in Florida probate law.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Celebrity Conservatorship Disputes Highlight Estate Planning Risks

Celebrity Conservatorship Disputes Highlight Estate Planning Risks

Celebrity conservatorship disputes reveal how court-supervised arrangements can permanently damage family relationships and highlight the importance of…
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Understanding Trusts: Will Trusts vs. Living Trusts Explained

Understanding Trusts: Will Trusts vs. Living Trusts Explained

Discover the crucial differences between testamentary and living trusts and how they impact your family’s financial future.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
DC Law Firm Partners with Housing Association for Legal Support

DC Law Firm Partners with Housing Association for Legal Support

DC housing association partners with law firm to provide specialized legal services for 14,000 rental property owners navigating complex regulations.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
401(k) Excess Deferral Deadline: April 15 Correction Required

401(k) Excess Deferral Deadline: April 15 Correction Required

Workers who over-contributed to 401(k) plans in 2025 have until April 15, 2026 to correct the error or face double taxation on excess deferrals.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Understanding Estate Administration in Connecticut

Understanding Estate Administration in Connecticut

Who will manage your estate? Learn about fiduciary roles in Connecticut.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Navigating Inheritance Disputes: A Family Dilemma

Navigating Inheritance Disputes: A Family Dilemma

Family inheritance disputes can get messy. Learn how one man faced pressure to share his $400,000 inheritance with his cousin.
News
SimplyTrustSimplyTrust EditorialMarch 8, 2026
Protect Your Wealth: Strategies for Risk Management

Protect Your Wealth: Strategies for Risk Management

Discover how to protect your wealth with essential risk management strategies that ensure financial resilience.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
New Jersey Court Clarifies Attorney Duties in Estate Cases

New Jersey Court Clarifies Attorney Duties in Estate Cases

New Jersey Supreme Court clarifies attorney duties in estate planning, emphasizing communication and documentation.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Britney Spears’ DUI: Conservatorship Implications Explained

Britney Spears’ DUI: Conservatorship Implications Explained

Britney Spears’ DUI raises questions about conservatorship. What does it mean for her legal autonomy?
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Debunking 4 Common Estate Planning Myths You Should Know

Debunking 4 Common Estate Planning Myths You Should Know

Discover the truth behind common estate planning myths that could jeopardize your family’s future.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Understanding Life Insurance in Estate Planning

Understanding Life Insurance in Estate Planning

Explore how life insurance impacts estate planning through the Flynn case.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
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