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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
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
NewsArticles

145 news posts

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
FBI Investigation Raises Questions in Detroit Probate Court

FBI Investigation Raises Questions in Detroit Probate Court

Discover how an FBI probe into Detroit’s probate court could reshape estate planning.
News
SimplyTrustSimplyTrust EditorialJanuary 21, 2026
Court Upholds Daughters’ Inheritance Rights in Will Case

Court Upholds Daughters’ Inheritance Rights in Will Case

Discover how a recent court ruling impacts inheritance rights and estate planning in the U.S.
News
SimplyTrustSimplyTrust EditorialJanuary 19, 2026
Navigating the Probate Process: Frozen Accounts Explained

Navigating the Probate Process: Frozen Accounts Explained

Discover the challenges families face during probate and how to avoid them.
News
SimplyTrustSimplyTrust EditorialJanuary 19, 2026
Understanding Inherited Roth IRAs and Successor Beneficiaries

Understanding Inherited Roth IRAs and Successor Beneficiaries

Learn how inherited Roth IRAs work for successor beneficiaries and avoid costly mistakes.
News
SimplyTrustSimplyTrust EditorialJanuary 19, 2026
Ohio’s New Relief of Estate Regulations: What You Need to Know

Ohio’s New Relief of Estate Regulations: What You Need to Know

Discover Ohio’s new probate relief process for small estates under $35,000.
News
SimplyTrustSimplyTrust EditorialJanuary 19, 2026
Understanding When Probate is Required in Kansas City

Understanding When Probate is Required in Kansas City

Discover when probate is required in Kansas City and how to avoid it.
News
SimplyTrustSimplyTrust EditorialJanuary 13, 2026
Navigating Inheritance Disputes: A Family Home Dilemma

Navigating Inheritance Disputes: A Family Home Dilemma

Discover how to navigate family disputes over inherited property.
News
SimplyTrustSimplyTrust EditorialNovember 15, 2025
Navigating Trust Disputes in California Probate Court

Navigating Trust Disputes in California Probate Court

Discover how trust disputes escalate into probate court in California.
News
SimplyTrustSimplyTrust EditorialNovember 14, 2025
Connecticut Probate Courts Announce New Procedures for 2025

Connecticut Probate Courts Announce New Procedures for 2025

Connecticut Probate Courts are revising procedures for 2025. Stay updated to ensure your estate plan remains effective!
News
SimplyTrustSimplyTrust EditorialNovember 12, 2025
Essential Steps to Claim Inherited Assets in 2025

Essential Steps to Claim Inherited Assets in 2025

Discover essential legal steps to claim inherited assets, including property and investments, in 2025.
News
SimplyTrustSimplyTrust EditorialNovember 11, 2025
Why Trial Lawyers Are Essential in Estate Disputes

Why Trial Lawyers Are Essential in Estate Disputes

Discover why trial lawyers are vital in settling estate disputes.
News
SimplyTrustSimplyTrust EditorialNovember 10, 2025
Essential Questions to Ask Your Probate Attorney

Essential Questions to Ask Your Probate Attorney

Uncover essential questions to ask your probate attorney for effective estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 5, 2025
Navigating Inheritance Disputes: What You Should Know

Navigating Inheritance Disputes: What You Should Know

Uncovering inheritance disputes can be challenging—know your rights.
News
SimplyTrustSimplyTrust EditorialOctober 27, 2025
Family Accuses Driver of Concealing Assets After Tragedy

Family Accuses Driver of Concealing Assets After Tragedy

Discover how a tragic crash led to allegations of concealed assets in a high-stakes legal battle.
News
SimplyTrustSimplyTrust EditorialOctober 20, 2025
Inheritance Dispute: A Family Drama Unfolds

Inheritance Dispute: A Family Drama Unfolds

What happens when family disputes over inheritance arise? Discover a real-life case of a woman caught between her aunt’s will and her mother’s claims.
News
SimplyTrustSimplyTrust EditorialOctober 18, 2025
Understanding Your Limited Time for Probate in Texas

Understanding Your Limited Time for Probate in Texas

Learn about the critical probate deadlines that families face after losing a loved one.
News
SimplyTrustSimplyTrust EditorialOctober 16, 2025
Virginia Boosts Small Estate Limit to $75,000 in 2025 Reforms

Virginia Boosts Small Estate Limit to $75,000 in 2025 Reforms

Virginia raised its small estate threshold to $75,000 and increased family allowances, helping more families avoid lengthy probate proceedings in 2025.
News
SimplyTrustSimplyTrust EditorialOctober 7, 2025
Understanding Breach of Fiduciary Duty in California Estates

Understanding Breach of Fiduciary Duty in California Estates

Learn about the legal implications of fiduciary breaches in California estates and how they affect beneficiaries.
News
SimplyTrustSimplyTrust EditorialSeptember 8, 2025
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