The Probate Decision Tool. It applies the state's small estate limit, the waiting period, and the non-probate transfers (joint title, beneficiary designations, a trust) to the estate described, and says whether a court process, a small estate affidavit, or neither applies.

The cost and length of probate in the state, whether the estate can be filed without an attorney and at which county court, the creditor claim deadlines the executor publishes and mails against, the compensation the state allows an executor, the documents a specific bank asks for to open an estate account, and the order in which an insolvent estate pays its claims.

The Trust Settlement Plan carries the trustee's sequence from the grantor's death to the final distribution, keyed to the state and county, and the Trustee Compensation Calculator applies the state's rule for what a trustee can charge. The trust account guide covers opening a trust account at a specific bank.

The Estate and Inheritance Tax Calculator applies the federal and state thresholds to the estate; the Post-Death Tax Filing Guide lists the income tax returns filed after a death; the Step-Up Basis Calculator shows the new basis on inherited property; the Inherited IRA rules give the withdrawal schedule by account type and relationship; and the Who Inherits Calculator applies the state's intestacy ladder when there is no will.