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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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Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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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
I'm planning ahead
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
I'm inheriting
Who Inherits CalculatorEstate & Inheritance Tax CalculatorInheritance Tax GuideStep-Up Basis CalculatorInherited IRA Withdrawal RulesPost-Death Tax Filing Guide
Someone I love died
Death Certificate CalculatorProbate Decision ToolEstate Settlement PlanWhat to Do When Someone Dies Checklist
I'm an executor
Probate Cost CalculatorExecutor Fee CalculatorSelf-File Probate AssessmentExecutor Appointment GuideCreditor Claims DeadlinesInsolvent Estate CalculatorEstate Account Opening GuidePersonal Property Value Estimator
I'm a trustee
Trustee Compensation CalculatorTrust Settlement Plan
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Who Inherits CalculatorEstate & Inheritance Tax CalculatorInheritance Tax GuideStep-Up Basis CalculatorInherited IRA Withdrawal RulesPost-Death Tax Filing Guide
State Benefit Programs
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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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

Quicken WillMaker & Trust 26.3: Key Features Unveiled

Quicken WillMaker & Trust 26.3: Key Features Unveiled

Explore the features of Quicken WillMaker & Trust 26.3 and secure your estate plan today!
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
Essential Duties for California Trustees You Must Know

Essential Duties for California Trustees You Must Know

Discover the vital responsibilities of California trustees and how to avoid costly mistakes in trust administration.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
Prepare Your Estate Plan for 2026 Tax Changes

Prepare Your Estate Plan for 2026 Tax Changes

Get ready for 2026 tax changes! Learn how to update your estate plan effectively.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
North Carolina’s New Rules for Storing Wills Explained

North Carolina’s New Rules for Storing Wills Explained

Discover how North Carolina’s new will storage laws can simplify your estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 10, 2026
How Pro Athletes Can Navigate Trust and Estate Planning

How Pro Athletes Can Navigate Trust and Estate Planning

Discover how pro athletes can effectively plan their estates and protect their legacies.
News
SimplyTrustSimplyTrust EditorialFebruary 10, 2026
Florida Advances Probate Reform to Reduce Court Delays

Florida Advances Probate Reform to Reduce Court Delays

Florida lawmakers advance probate reform legislation that would double the small estate threshold to $150,000 and reduce court involvement in routine matters.
News
SimplyTrustSimplyTrust EditorialFebruary 10, 2026
How Childlessness Affects Estate Planning for Americans

How Childlessness Affects Estate Planning for Americans

Childless Americans face unique estate planning challenges. Discover how to navigate this changing landscape effectively.
News
SimplyTrustSimplyTrust EditorialFebruary 8, 2026
Cuyahoga County’s New Estate Planning Program Explained

Cuyahoga County’s New Estate Planning Program Explained

Explore Cuyahoga County’s new program simplifying estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 8, 2026
Excessive Tobacco Taxes and Their Impact on Estate Planning

Excessive Tobacco Taxes and Their Impact on Estate Planning

Explore how excessive tobacco taxes impact estate planning and what it means for your financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 6, 2026
Connecticut Updates: Key Changes in Probate Court Procedures

Connecticut Updates: Key Changes in Probate Court Procedures

Discover recent updates in Connecticut’s Probate Courts that impact estate planning and guardianship.
News
SimplyTrustSimplyTrust EditorialFebruary 6, 2026
New Tax Law Doubles Estate Tax Exemption Until 2025

New Tax Law Doubles Estate Tax Exemption Until 2025

Explore how the new tax law doubling the estate tax exemption impacts your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialFebruary 5, 2026
Court Ruling on Inheritance Claims in Halperin Case

Court Ruling on Inheritance Claims in Halperin Case

Discover how a recent court ruling impacts inheritance rights and estate planning dynamics in California.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
Understanding Wills vs. Trusts: What Missouri Residents Need to Know

Understanding Wills vs. Trusts: What Missouri Residents Need to Know

Discover the key differences between wills and trusts in Missouri and make informed estate planning choices.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
Revamp Your Estate Plan to Avoid Future Confusion

Revamp Your Estate Plan to Avoid Future Confusion

Is your estate plan outdated? Discover essential updates to avoid chaos for your loved ones.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
Wills vs. Trusts: Key Differences for Estate Planning

Wills vs. Trusts: Key Differences for Estate Planning

Discover the key differences between wills and trusts for effective estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
California Probate Rulings: Key Updates You Should Know

California Probate Rulings: Key Updates You Should Know

Stay updated with California’s probate court changes and how they impact your estate planning.
News
SimplyTrustSimplyTrust EditorialJanuary 29, 2026
Protecting Your Crypto Wealth: Essential Estate Planning Tips

Protecting Your Crypto Wealth: Essential Estate Planning Tips

Millions of crypto assets risk vanishing without proper planning. Here’s how to secure your digital wealth for future generations.
News
SimplyTrustSimplyTrust EditorialJanuary 26, 2026
Tax Questions Every Heir Should Know After Inheritance

Tax Questions Every Heir Should Know After Inheritance

Discover essential tax questions heirs must answer after an inheritance. Get prepared for smooth asset transitions!
News
SimplyTrustSimplyTrust EditorialJanuary 25, 2026
Franklin County Probate Court Updates: Key Changes for 2023

Franklin County Probate Court Updates: Key Changes for 2023

Discover recent updates from the Franklin County Probate Court that could impact your estate planning decisions.
News
SimplyTrustSimplyTrust EditorialJanuary 25, 2026
Estate Planning Insights for Financial Peace of Mind

Estate Planning Insights for Financial Peace of Mind

Unlock financial happiness with strategic estate planning! Discover key insights for peace of mind and security.
News
SimplyTrustSimplyTrust EditorialJanuary 24, 2026
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