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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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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.
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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.
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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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Home→News→News for Settling an Estate

News for Settling an Estate

News that reaches an estate already being settled: probate court and filing changes, creditor and tax deadlines, fiduciary duties, and the rulings that affect an executor or trustee mid-administration.

AllPlanning aheadSettling an estate
All topics911Probate and estate administration389Estate, inheritance, and gift taxes278Trusts114Wills36Powers of attorney and incapacity97Beneficiaries and inheritance349Medicaid and long-term care38Digital assets14
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145 news posts

Florida Trust Jurisdiction: What Out-of-State Trustees Face

Florida Trust Jurisdiction: What Out-of-State Trustees Face

A 2026 Florida appellate ruling clarifies that out-of-state trustees must meet two tests before Florida courts can assert jurisdiction over them.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
What Happens to a Special Needs Trust When the Beneficiary Dies in NJ

What Happens to a Special Needs Trust When the Beneficiary Dies in NJ

When a special needs trust beneficiary dies in NJ, Medicaid payback rules and trust type determine what happens to remaining assets.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
POA Misuse After a Parent's Death: NC Guide

POA Misuse After a Parent's Death: NC Guide

A North Carolina heir discovers possible POA misuse. Here's how the estate process, fiduciary duties, and court deadlines apply.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
When Power of Attorney Ends at Death in NC

When Power of Attorney Ends at Death in NC

A financial power of attorney ends at death in NC. Here's what authority actually governs estate administration after someone passes away.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
NC Trustee Duty to Share Trust Info with Beneficiaries

NC Trustee Duty to Share Trust Info with Beneficiaries

NC law generally requires trustees to share trust documents with qualified beneficiaries after a revocable trust becomes irrevocable at death.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
When a Trustee Won't Share Trust Documents in NC

When a Trustee Won't Share Trust Documents in NC

North Carolina beneficiaries have legal rights to trust documents. Here's what happens when a trustee refuses to respond to written requests.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Exemplified Will Copies and NC Probate Filing

Exemplified Will Copies and NC Probate Filing

NC probate requires an exemplified will copy with clerk seal and authentication. Learn what that means for estate filing timelines and costs.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Why New York Estates Need an Executor or Administrator

Why New York Estates Need an Executor or Administrator

A 2026 NY court ruling shows why estates need a court-appointed fiduciary before pursuing fraud or asset recovery claims.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Accessing Estate Accounts in NC: What You Need

Accessing Estate Accounts in NC: What You Need

North Carolina families navigating estate accounts learn what documents financial institutions require beyond executor status.
News
SimplyTrustSimplyTrust EditorialJuly 6, 2026
NC Trust Beneficiary Rights: Getting Information

NC Trust Beneficiary Rights: Getting Information

NC beneficiaries have legal rights to trust information, but those rights run against the trustee—not the trust's attorney.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
When NC Trustees Go Silent: Beneficiary Rights

When NC Trustees Go Silent: Beneficiary Rights

NC trust law requires trustees to explain delays and keep beneficiaries informed. Silence can constitute a breach of fiduciary duty.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
Multi-Generational Probate in Wisconsin: What Families Face

Multi-Generational Probate in Wisconsin: What Families Face

Multi-generational probate in Wisconsin creates fragmented ownership, heir disputes, and extended timelines. Here's what families face and how to plan ahead.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
Choosing the Right Executor for Your Estate

Choosing the Right Executor for Your Estate

Choosing an executor affects what your beneficiaries receive. Understand the trade-offs between family, lawyer, and corporate executors.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
NC Trust Beneficiary Rights: What You Can Demand

NC Trust Beneficiary Rights: What You Can Demand

NC trust beneficiaries can demand accountings, records, and court relief when trustees go silent after a settlor's death.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
NC Probate Court Rejects Estate Sale Papers: What to Do

NC Probate Court Rejects Estate Sale Papers: What to Do

NC probate courts can reject estate sale filings for procedural or legal reasons. Here's what administrators need to know.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
NC Trustee Disclosure Duties to Beneficiaries

NC Trustee Disclosure Duties to Beneficiaries

When a North Carolina trust becomes irrevocable, trustees owe qualified beneficiaries ongoing disclosure of assets, records, and accounting information.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
Selling an Underwater Home Through NC Probate

Selling an Underwater Home Through NC Probate

Selling an underwater home through NC probate requires court authority, secured creditor cooperation, and careful creditor claim management.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
Insolvent Probate Estates in North Carolina: What Heirs Face

Insolvent Probate Estates in North Carolina: What Heirs Face

North Carolina's insolvent probate rules create strict fiduciary duties, creditor priorities, and court procedures that administrators must follow.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
Handling NC Probate Yourself With Limited Attorney Help

Handling NC Probate Yourself With Limited Attorney Help

NC law permits limited-scope attorney help during probate. Here's what personal representatives need to know about deadlines and costs.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
NC Trustee Accountability: Beneficiary Rights to Accounting

NC Trustee Accountability: Beneficiary Rights to Accounting

NC beneficiaries can compel an unresponsive trustee to provide accountings through written demand and Clerk of Superior Court proceedings.
News
SimplyTrustSimplyTrust EditorialJune 23, 2026
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