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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.
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.
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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
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
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145 news posts

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 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
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
Preserving Assets in Michigan Probate Litigation: Key Insights

Preserving Assets in Michigan Probate Litigation: Key Insights

Discover how Michigan probate courts preserve assets during litigation.
News
SimplyTrustSimplyTrust EditorialMarch 4, 2026
Florida Lawmakers Streamline Uncontested Probate Process

Florida Lawmakers Streamline Uncontested Probate Process

Florida lawmakers have passed a new bill to simplify uncontested probate processes, benefiting countless families navigating estate matters.
News
SimplyTrustSimplyTrust EditorialFebruary 27, 2026
Ohio Probate Court Updates on COVID-19 Policies

Ohio Probate Court Updates on COVID-19 Policies

Discover the latest updates from the Butler County Probate Court regarding COVID-19 policies and their impact on estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 27, 2026
Montgomery County Probate Court: What You Need to Know

Montgomery County Probate Court: What You Need to Know

Learn how Montgomery County Probate Court ensures smooth estate management and what you need to know for your planning.
News
SimplyTrustSimplyTrust EditorialFebruary 27, 2026
Essential Insights on Probate Law for Seniors

Essential Insights on Probate Law for Seniors

Discover essential insights into probate law and how to protect your legacy.
News
SimplyTrustSimplyTrust EditorialFebruary 26, 2026
Inheritance Disputes: Sibling vs. Fiancé Over Assets

Inheritance Disputes: Sibling vs. Fiancé Over Assets

Explore a sibling’s battle with a fiancé over their deceased brother’s assets and the complexities of estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 24, 2026
How Probate Can Impact Foreclosure in North Carolina

How Probate Can Impact Foreclosure in North Carolina

Discover how probate can delay foreclosure in North Carolina and what it means for homeowners.
News
SimplyTrustSimplyTrust EditorialFebruary 19, 2026
Connecticut Law Triumphs in Trust Dispute Case

Connecticut Law Triumphs in Trust Dispute Case

Discover how a Texas court ruled on trust modifications under Connecticut law.
News
SimplyTrustSimplyTrust EditorialFebruary 16, 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
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
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
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
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
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