Estate Settlement

DIY Probate: How to Probate a Will Without a Lawyer

Skipping the lawyers fees may sound intriguing, but probate may be harder than you think...if you're up for it - we'll guide you through to probating a will yourself.

How to File The Deceaseds Final Tax Return

Filing the deceaseds final tax return doesn't have to be hard. Use our step-by-step guide to filing the deceased final 1041 tax return.

How does an executor sell a car?

Selling a car belonging to someone who is deceased can be tricky, in this post we outline how an executor will sell a car belonging to the deceased.

What estate expenses are tax deductible?

Settling an estate can get expensive pretty quickly. Here’s what you need to know about tax-deductible estate expenses.

What happens when an executor of an estate dies?

An executor plays a pivotal role in the estate settlement process. When they die before the testator or while probate is ongoing, the settlement process can be delayed.

How to find estate assets as an executor

Part of an estate executor’s job is to create an inventory of all assets belonging to the estate. Here’s what you need to know.

Your duties as a Successor Trustee in California

When appointed as a successor trustee of a living trust, it's important to understand your legal responsibilities. Here's what you need to know;

The Successor Trustee's Guide to Administering a Trust

A Successor Trustee can have a range of fiduciary responsibilities and deciding how to administer a trust is no easy task. Here is a quick guide to keep you on track.