Life Stage
I'm Handling Their Affairs
You're the one managing paperwork, accounts, probate, and the practical work of settling an estate.
Articles for this stage
After a Disaster Death: FEMA Funeral Assistance and Death Certificates When No Remains Are Found
How FEMA funeral assistance works after a declared disaster, what documents you need, and how states handle death certificates when a loved one's remains are never found.
Read the guide →Aid in Dying, Life Insurance, and Death Certificates: What the Laws Say
What state laws say about life insurance and death certificates after medical aid in dying: cause and manner of death, suicide exclusions, annuities and contracts, what New York, Oregon, and Illinois provide, what to do with claims, and what we haven't reviewed.
Read the guide →Alabama Summary Distribution Explained
How Alabama's summary distribution process works following the significant 2025 reform, including the new allowance-based threshold.
Read the guide →Alaska Small Estate Affidavit Explained
How Alaska's dual-threshold small estate affidavit works, including the separate $50,000 and $100,000 caps.
Read the guide →An Executor's Realistic Timeline: Month by Month
A month-by-month map of what an executor typically does and when, with real deadlines from California, Texas, and the IRS, and what commonly slows an estate down.
Read the guide →Arizona Small Estate Affidavit Explained
How Arizona's two small estate affidavits work, including the significantly higher thresholds that took effect in September 2025.
Read the guide →Arkansas Small Estate Affidavit Explained
How Arkansas's small estate affidavit works, including the real homestead exclusion that makes the $100,000 threshold genuinely generous.
Read the guide →My Mom Wants Her Ashes Scattered Somewhere Illegal. What Do We Do?
What to do when a loved one's wish for where their ashes should be scattered isn't actually legally permitted, and how to find a meaningful alternative.
Read the guide →Banks, Credit Cards, and Bills After a Death
What typically happens to bank accounts, credit cards, and household bills after a death, and how to keep things running smoothly during the transition.
Read the guide →Benefits for Surviving Spouses and Dependents
An overview of burial and financial benefits available to surviving spouses and dependents of veterans.
Read the guide →Birth and Death Certificates After a Stillbirth: What Parents Can Request
The difference between a fetal death certificate, a commemorative stillbirth certificate, and birth and death certificates; who can request each, how Texas and California handle it, and what to do after an early loss.
Read the guide →California Small Estate Affidavit Explained
How the California small estate affidavit works, including the current $208,850 threshold and the separate process for real property.
Read the guide →Can a Body Be Exhumed? How Disinterment Works
How exhumation and disinterment work: why people do it, who can consent, the permits and court orders involved, what happens when family members or the cemetery disagree, what court- or coroner-ordered exhumations are, and examples from Texas, California, D.C., Pennsylvania, and Illinois.
Read the guide →Can Anyone Use a Dead Person's Voice or Likeness? What the Law Says So Far
What the law says about using a deceased person's voice or likeness with AI: postmortem right of publicity in Texas, California, New York, and Tennessee, who holds the rights, what's unclear, and how to protect your own likeness after you die.
Read the guide →Cause, Mechanism, and Manner of Death: What's the Difference?
What cause, mechanism, and manner of death mean on a death certificate, how the five manners are defined, why the same cause can have different manners, and why 'cardiac arrest' is not a proper cause.
Read the guide →Chosen Family and Death: Who Has the Right to Make Decisions?
What chosen family can and can't do without legal documents, and which documents give them authority: medical decisions, funeral and burial control, inheritance, and hospital visitation, with Texas as a worked example.
Read the guide →Cloud Photos and Online Subscriptions After a Death
How to access a loved one's cloud-stored photos and cancel ongoing subscriptions after a death, two easily overlooked but practical tasks.
Read the guide →Colorado Small Estate Affidavit Explained
How Colorado's small estate affidavit works, including why the threshold changes every year and why real estate is excluded entirely.
Read the guide →Connecticut Small Estate Affidavit Explained
How Connecticut's small estate affidavit works, including the strict rule that any real property disqualifies the estate entirely.
Read the guide →Crime Victim Compensation: Help Paying for a Funeral After a Homicide
How crime victim compensation can pay for a funeral after a homicide: typical limits, who can apply, deadlines, and how to apply in your state.
Read the guide →What Happens to Cryptocurrency After a Death
Why cryptocurrency requires specific advance planning that traditional financial accounts don't, and what families can do if a loved one held crypto assets.
Read the guide →Delaware Small Estate Affidavit Explained
How Delaware's small estate affidavit works, including the recent increase to $50,000 and why the date of death matters.
Read the guide →What Happens to Digital Accounts After Someone Dies
How to handle a loved one's email, social media, photos, and other digital accounts after their death — an increasingly common part of settling affairs.
Read the guide →Do You Pay Taxes on an Inheritance?
Whether you owe tax on money or property you inherit: the federal rule, what is and isn't taxable income, retirement accounts, selling inherited property, state inheritance taxes, and what to ask the executor.
Read the guide →How Much Does Estate Administration Actually Cost?
A realistic breakdown of what estate administration actually costs - court fees, executor compensation, and professional fees.
Read the guide →How Much Does an Estate Attorney Actually Cost?
How estate attorneys typically bill - hourly, flat fee, or statutory percentage - and how to get a realistic cost estimate before hiring one.
Read the guide →Estate Tax vs. Inheritance Tax: What Actually Applies to Most Families
The difference between estate tax and inheritance tax, the 2026 federal exclusion, who must file Form 706, how portability works, which states tax estates or heirs, and what executors and heirs should do.
Read the guide →Executor Responsibilities: A Practical Guide
A practical walkthrough of what being an executor actually involves, for anyone stepping into this role for the first time.
Read the guide →Family Dynamics During Grief: Why Grieving Together Can Get Complicated
Why grieving as a family brings its own challenges - differing grief styles, old patterns resurfacing, decision-making conflict - and how to navigate them.
Read the guide →Farm and Ranch Estates: What Families Need to Know After the Owner Dies
What families need to know after a farm or ranch owner dies: USDA FSA programs and loans, land versus operation, fair versus equal, and estate tax rules for farms.
Read the guide →Final Paychecks, Refunds, and Other Money Owed After a Death
Where to look for money owed to someone who has died: the final paycheck and unused leave, income tax refunds, Social Security's month-of-death rule and $255 payment, and other refunds, with who can claim each.
Read the guide →Final Tax Returns After a Death: Who Files, What's Due, and When
How to file a final tax return for someone who has died: who signs, due date, joint returns for surviving spouses, refunds and Form 1310, unfiled prior years, paying tax due, and when the estate must file its own return.
Read the guide →Florida's Simplified Estate Processes Explained
Florida's simplified estate processes and the 2026 law that raised both dollar thresholds - including which rule applies based on date of death.
Read the guide →What Happens to Your Frequent-Flyer Miles?
Why frequent-flyer mile policies vary so much by airline after a death, and what to actually do to find out what applies to a specific account.
Read the guide →Georgia's 'No Administration Necessary' Process Explained
How Georgia's qualification-based (not dollar-based) simplified probate alternative works, and why every condition matters.
Read the guide →Handling Debts After a Death: What Families Are and Aren't Responsible For
A clear explanation of who is (and isn't) responsible for a deceased person's debts, and how this typically gets sorted out.
Read the guide →Hawaii Small Estate Affidavit Explained
How Hawaii's small estate affidavit works, including the $100,000 threshold, the vehicle exclusion, and why there's no fixed waiting period.
Read the guide →Co-Executors: How Shared Authority Works and What Happens When They Disagree
How co-executors share authority, how the rules differ between California and Texas, what banks require, and what to do if co-executors can't agree or one can't act.
Read the guide →How Estate Sales Work (and How to Find Out What Belongings Are Worth)
How estate sales work and what belongings are worth: who can sell, how companies charge, what to put in a contract, setting aside valuables, how value is determined, when an appraisal helps, and how to account for the proceeds.
Read the guide →How Long Before Social Security Knows Someone Died?
How Social Security finds out about a death, how long it can take, why delays create overpayments, what to return, and what survivors should do.
Read the guide →How Long Does It Take to Get a Death Certificate?
How long it typically takes to receive a death certificate after a death, what can speed up or delay the process, and why funeral homes usually handle the initial filing.
Read the guide →How Long Should You Keep a Deceased Person's Tax Records?
How long to keep a deceased person's tax records after filing their final return, why the standard three-year guideline sometimes isn't enough, and what estate-related records are worth keeping longer.
Read the guide →How Many Death Certificates Do I Need in Washington, D.C.?
How many certified death certificates to order in District of Columbia, what each copy costs, and whether ordering together saves money.
Read the guide →How Much Does Probate Cost?
A realistic breakdown of probate costs - filing fees, legal notice requirements, and attorney fees - and why they vary so much by state.
Read the guide →How Probate Works After a Death in Alabama
How Alabama probate works, including the significant 2025 reform to the small estate threshold and the state's non-attorney probate judges.
Read the guide →How Probate Works After a Death in Alaska
How Alaska probate works, including the state's distinctive dual small estate threshold for personal property and vehicles.
Read the guide →How Probate Works After a Death in Arizona
How Arizona probate works, including the significantly raised 2025 small estate thresholds and the state's beneficiary deed option.
Read the guide →How Probate Works After a Death in Arkansas
How Arkansas probate works, including the genuinely generous $100,000 small estate threshold and its homestead exclusion.
Read the guide →How Probate Works After a Death in California
How the California probate process works, and how community property status affects a surviving spouse.
Read the guide →How Probate Works After a Death in Colorado
How Colorado probate works, including the inflation-adjusted small estate threshold that changes by year of death.
Read the guide →How Probate Works After a Death in Connecticut
How Connecticut probate works, including the $40,000 small estate threshold and the state's combined gift/estate tax.
Read the guide →How Probate Works After a Death in Delaware
How Delaware probate works, including the recent June 2026 increase to the small estate affidavit threshold.
Read the guide →How Probate Works After a Death in Florida
How Florida probate works, including its simplified summary administration option and distinctive homestead protections.
Read the guide →How Probate Works After a Death in Georgia
How Georgia probate works, including the state's distinctive qualification-based (not dollar-based) simplified process.
Read the guide →How Probate Works After a Death in Hawaii
How Hawaii probate works, including the state's distinctively high but portable estate tax and the $100,000 small estate threshold.
Read the guide →How Probate Works After a Death in Idaho
How Idaho probate works, including the real $100,000 small estate threshold and how community property status affects surviving spouses.
Read the guide →How Probate Works After a Death in Illinois
How Illinois probate works, including the current $150,000 small estate affidavit threshold and the state's separate estate tax.
Read the guide →How Probate Works After a Death in Indiana
How Indiana probate works, including the current $100,000 small estate affidavit threshold and why the date of death matters.
Read the guide →How Probate Works After a Death in Iowa
How Iowa probate works, including the recently doubled $100,000 small estate affidavit threshold and the separate $200,000 administration tier.
Read the guide →How Probate Works After a Death in Kansas
How Kansas probate works, including the current $75,000 small estate threshold and the state's distinctive lack of a waiting period.
Read the guide →How Probate Works After a Death in Kentucky
How Kentucky probate works, including the state's active inheritance tax and its distinctive exempt-property-based small estate process.
Read the guide →How Probate Works After a Death in Maine
How Maine probate works, including the annually-adjusted small estate threshold and the state's non-portable estate tax.
Read the guide →How Probate Works After a Death in Maryland
How Maryland probate works through the Register of Wills, including the real small estate thresholds and Maryland's distinctive dual tax system.
Read the guide →How Probate Works After a Death in Massachusetts
How Massachusetts probate works, including the $25,000 voluntary administration threshold and the state's 2023 estate tax reform.
Read the guide →How Probate Works After a Death in Michigan
How Michigan probate works, including the current $53,000 small estate threshold and the popular Lady Bird deed workaround.
Read the guide →How Probate Works After a Death in Minnesota
How Minnesota probate works, including the real $75,000 transfer-by-affidavit threshold and the state's separate estate tax.
Read the guide →How Probate Works After a Death in Mississippi
How Mississippi probate works through Chancery Court, including the $75,000 small estate threshold and the distinctive Muniment of Title option.
Read the guide →How Probate Works After a Death in Missouri
How Missouri probate works, including the real $40,000 small estate threshold and the state's pioneering beneficiary deed.
Read the guide →How Probate Works After a Death in Montana
How Montana probate works, including the small estate affidavit and summary administration options and the state's expanded spousal elective share rules.
Read the guide →How Probate Works After a Death in Nebraska
How Nebraska probate works through County Court, including the real $100,000 small estate thresholds and the state's distinctive county-level inheritance tax.
Read the guide →How Probate Works After a Death in Nevada
How Nevada probate works, including the significant SB 404 threshold increases that took effect in October 2025.
Read the guide →How Probate Works After a Death in New Hampshire
How New Hampshire probate works, including the state's genuinely distinctive waiver of administration that isn't based on estate value.
Read the guide →How Probate Works After a Death in New Jersey
How New Jersey probate works through the County Surrogate, including the state's distinctive inheritance tax waiver requirement.
Read the guide →How Probate Works After a Death in New Mexico
How New Mexico probate works, including the $50,000 small estate threshold and how community property status affects it.
Read the guide →How Probate Works After a Death in New York
How New York probate works through Surrogate's Court, and the state's distinctive estate tax cliff.
Read the guide →How Probate Works After a Death in North Carolina
How North Carolina probate works through the Clerk of Superior Court, including the real $20,000/$30,000 small estate thresholds and the year's allowance.
Read the guide →How Probate Works After a Death in North Dakota
How North Dakota probate works, including the $100,000 small estate threshold after the 2025 increase and why mineral rights cannot be transferred by it.
Read the guide →How Probate Works After a Death in Ohio
How Ohio probate works through the county Probate Court, including the real $35,000/$100,000 release-from-administration thresholds.
Read the guide →How Probate Works After a Death in Oklahoma
How Oklahoma probate works, including its two distinct simplified tiers and the current $50,000 and $300,000 thresholds.
Read the guide →How Probate Works After a Death in Oregon
How Oregon probate works, including the state's notably low $1 million estate tax threshold and its generous small estate affidavit.
Read the guide →How Probate Works After a Death in Pennsylvania
How Pennsylvania probate works through the Register of Wills, and the state's distinctive inheritance tax rates by relationship.
Read the guide →How Probate Works After a Death in Rhode Island
How Rhode Island probate works through its municipal-level courts, including the real $15,000 small estate threshold and the tangible property exclusion.
Read the guide →How Probate Works After a Death in South Carolina
How South Carolina probate works, including the current $45,000 small estate threshold following a 2025 law change.
Read the guide →How Probate Works After a Death in South Dakota
How South Dakota probate works, including its $100,000 personal-property affidavit and separate $50,000 real-property affidavit.
Read the guide →How Probate Works After a Death in Tennessee
How Tennessee probate works, including the real $50,000 small estate affidavit threshold and the 45-day waiting period.
Read the guide →How Probate Works After a Death in Texas
How the Texas probate process actually works, including the state's distinctive independent administration option.
Read the guide →How Probate Works After a Death in Utah
How Utah probate works, including the real $100,000 small estate affidavit and the state's distinctive allowance-based summary administration option.
Read the guide →How Probate Works After a Death in Vermont
How Vermont probate works, including its three genuinely distinct simplified routes for smaller estates.
Read the guide →How Probate Works After a Death in Virginia
How Virginia probate works through the Circuit Court Clerk, including the current $75,000 small estate threshold.
Read the guide →How Probate Works After a Death in Washington State
How Washington probate works, including the real $100,000 small estate threshold and how community property status affects the calculation.
Read the guide →How Probate Works After a Death in Washington, D.C.
How probate works in Washington, D.C.: which court, when to file the will, small versus large estates (including the 2025 increase to $80,000), formal and abbreviated probate, survivor allowances, fees, and the D.C. estate tax.
Read the guide →How Probate Works After a Death in West Virginia
How West Virginia probate works through the County Clerk's office, including the $50,000 small estate threshold and the 2025 end of the real-property option.
Read the guide →How Probate Works After a Death in Wisconsin
How Wisconsin probate works, including the $50,000 limit for transfer by affidavit, Summary Settlement, and Summary Assignment.
Read the guide →How Probate Works After a Death in Wyoming
How Wyoming probate works, including the significant increase to $400,000 for the small estate affidavit and summary distribution.
Read the guide →How Succession Works in Louisiana
How Louisiana's civil-law succession process works, including the state's distinctive forced heirship rules and correct terminology.
Read the guide →How to Clear Out a Hoarded Home After a Death
A compassionate, safety-first guide to clearing a hoarded home after a death: understanding hoarding disorder, hazards and when to call professionals, getting legal authority, finding valuables and documents, hiring a cleanout company, a step-by-step approach, and managing grief and family conflict.
Read the guide →How to Correct an Error on a Death Certificate
How to fix a mistake on a death certificate: the difference between personal and medical errors, who can request a correction, what documents and fees are involved in Texas, California, and D.C., what to do if you disagree with the cause of death, and when a court order is needed.
Read the guide →How to Find a Deceased Person's Lost Life Insurance Policy or Annuity
A step-by-step guide to finding lost life insurance and annuities after a death: what the NAIC locator does and doesn't cover, unclaimed property, group, military, and federal coverage, the paid MIB option, how to file the claim, and what to do if it's delayed or denied.
Read the guide →How to Find Everything a Person Owned: A Step-by-Step Asset Search
A practical, step-by-step guide to finding a deceased person's lost accounts, life insurance, unclaimed property, pensions, and savings bonds using free official tools, and what you need to claim them.
Read the guide →How to Fix a Headstone Error or Cemetery Mistake
A practical guide to correcting a headstone error or cemetery mistake: working out who is responsible, documents to gather, monument company and warranty issues, cemetery permission, the VA's free replacement for incorrect government markers, who pays, state regulators and complaint paths, and how to avoid errors.
Read the guide →How to Get a Death Certificate in Washington, D.C.
How to get a certified death certificate in District of Columbia: who issues it, what it costs, who can order, and how to order online, by mail, or in…
Read the guide →How to Get a Deceased Person's Medical Records
How to request a deceased person's medical records: who qualifies under HIPAA, what to send, the 30-day deadline, what providers may charge, what they may withhold, what to do if there's no executor, and how long records are kept.
Read the guide →How to Protect a Deceased Person's Mail and Identity
How to protect a deceased person's identity and mail: placing a deceased alert with the credit bureaus, who can forward or stop mail with USPS, stopping marketing mail, and what to do if fraud has already occurred.
Read the guide →How to Secure a Home After Someone Dies
A practical first-week checklist for securing a home after a death: keys and locks, valuables and papers, funeral-day burglary risk, medications, firearms, and homeowners insurance when a house sits empty.
Read the guide →How to Write Thank-You Notes After a Funeral (With Examples)
A practical guide to funeral thank-you notes: who should get one, when to send them, handwritten versus printed, how to keep track of gifts and donations, who can help, and ready-to-adapt sample wording for flowers, donations, meals, clergy, pallbearers, and late notes.
Read the guide →Idaho Small Estate Affidavit Explained
How Idaho's small estate affidavit works, including the generous $100,000 threshold and why no court filing is required at all.
Read the guide →Illinois Small Estate Affidavit Explained
How the Illinois small estate affidavit works, including the current $150,000 threshold and the vehicle exclusion that took effect in 2025.
Read the guide →Indiana Small Estate Affidavit Explained
How Indiana's small estate affidavit works, including the current $100,000 threshold and why it depends on the exact date of death.
Read the guide →Inheriting an IRA or 401(k): The 10-Year Rule and What to Do First
How the inherited IRA 10-year rule works, when annual withdrawals are required, who qualifies for exceptions, how Roth IRAs and employer plans differ, why retirement accounts get no step-up in basis, and the first steps to take.
Read the guide →Iowa Small Estate Affidavit Explained
How Iowa's small estate affidavit works, including the doubled $100,000 threshold that took effect in July 2026.
Read the guide →Kansas Small Estate Affidavit Explained
How Kansas's small estate affidavit works, including the current $75,000 threshold and the state's distinctive lack of a waiting period.
Read the guide →Keeping the Estate's Records: What to Track, Keep, and Report to Beneficiaries
What an executor should record and keep, how Texas and California rules turn those records into inventories, accountings, and closing reports, how to report to beneficiaries, how long to keep records, and a free Estate Ledger spreadsheet.
Read the guide →Kentucky's Petition to Dispense With Administration Explained
How Kentucky's Petition to Dispense with Administration actually works, including why it isn't a simple dollar-threshold comparison like most states.
Read the guide →Life Insurance After a Suicide: What Families Should Know
How life insurance works after a suicide or overdose death: the suicide clause and exclusion period, state differences with Texas and Colorado as examples, accidental-death policies, how manner of death matters, and how to find policies and file or appeal a claim.
Read the guide →What Do You Do With a Lifetime of Someone's Belongings?
A practical approach to sorting through a loved one's belongings after death - how to categorize items, involve family, and pace the process realistically.
Read the guide →Lost Pensions and Old Retirement Accounts: Where to Look After a Death
How to find a deceased person's lost pension or retirement accounts: types of plans, why the Labor Department's database doesn't work for the deceased, PBGC's unclaimed pension search, Form 5500, survivor benefits, government plans, IRAs and 401(k)s, and what to bring to a claim.
Read the guide →Louisiana Small Succession Affidavit Explained
How Louisiana's small succession affidavit works, including the significant threshold increase to $200,000 that took effect in August 2026.
Read the guide →Maine Small Estate Affidavit Explained
How Maine's small estate affidavit works, including why the threshold changes every year and what it covers.
Read the guide →Maryland Small Estate Administration Explained
How Maryland's small estate administration works, including the real $50,000/$100,000 thresholds and the streamlined filing process.
Read the guide →Massachusetts Voluntary Administration Explained
How Massachusetts voluntary administration works, including the fixed $25,000 threshold and the one-vehicle exclusion.
Read the guide →Medicare After a Death: What Happens and What to Do
What families need to know about closing out Medicare coverage after a death, including refunds and notifying additional plan providers.
Read the guide →Michigan's Small Estate Process Explained
How Michigan's two small estate options work, including the current $53,000 threshold that adjusts annually.
Read the guide →Minnesota Transfer by Affidavit Explained
How Minnesota's transfer-by-affidavit process works, including the $75,000 threshold and the real responsibility it places on whoever collects the assets.
Read the guide →Mississippi Small Estate Affidavit Explained
How Mississippi's small estate affidavit works: the $75,000 test on the entire probate estate, the 30-day wait, who qualifies as a successor, and what it cannot do for real estate.
Read the guide →Missouri Small Estate Affidavit Explained
How Missouri's small estate affidavit works, including the $40,000 threshold, the 30-day wait, and when an attorney becomes legally required.
Read the guide →Montana Small Estate Affidavit Explained
How Montana's small estate affidavit works: the $100,000 limit set in 2023, the 30-day wait, the $5,000 unclaimed property rule, and how summary administration differs.
Read the guide →Nebraska Small Estate Affidavit Explained
How Nebraska's small estate affidavits work for both personal and real property, including the 2024 increase to $100,000 for each.
Read the guide →Nevada's Small Estate Options Explained
How Nevada's tiered small estate system works following the significant SB 404 threshold increases in 2025.
Read the guide →New Hampshire's Waiver of Administration Explained
How New Hampshire's waiver of administration actually works, and why it doesn't depend on estate value the way most states' small estate processes do.
Read the guide →New Jersey Small Estate Affidavit Explained
How New Jersey's small estate affidavit works, including the real $50,000/$20,000 thresholds and the tax waiver step that still applies.
Read the guide →New Mexico Small Estate Affidavit Explained
How New Mexico's small estate affidavit works, including the $50,000 threshold and the community property exclusion.
Read the guide →New York Voluntary Administration Explained
How New York's voluntary administration process works, including the real $50,000 personal-property threshold and its $1 filing fee.
Read the guide →North Carolina Small Estate Affidavit Explained
How North Carolina's small estate collection-by-affidavit works, including the $20,000/$30,000 thresholds and how the year's allowance affects them.
Read the guide →North Dakota Small Estate Affidavit Explained
How North Dakota's small estate affidavit works after the 2025 increase to $100,000, why mineral rights count toward the limit but cannot be transferred by it, and what the statute requires.
Read the guide →Notifying Social Security and Government Agencies After a Death
How Social Security is typically notified after a death, what survivor benefits may apply, and other government agencies to contact.
Read the guide →Ohio Release from Administration Explained
How Ohio's release from administration and Summary Release processes work, including the real $35,000 and $100,000 thresholds.
Read the guide →Oklahoma's Small Estate Options Explained
How Oklahoma's two distinct small estate options work, including the $50,000 no-court affidavit and the $300,000 summary administration.
Read the guide →Old Bank Accounts and Safe Deposit Boxes: How to Find Them and Get Access
How to find a deceased person's bank accounts and safe deposit box, who can access them and when, what Texas allows before probate, how FDIC rules apply, and what to bring to the bank.
Read the guide →Oregon Small Estate Affidavit Explained
How Oregon's small estate affidavit works, including its generous real property allowance and the gross-value calculation.
Read the guide →Paying for the Funeral Before the Estate Can: How Reimbursement Works
How families get reimbursed for funeral costs they paid up front: where funeral expenses rank among the estate's debts in California and Texas, what to document, and what to do if the estate can't cover it.
Read the guide →Pennsylvania Small Estate Petition Explained
Pennsylvania's three simplified estate options - the $50,000 Small Estate Petition and two smaller no-court release provisions, including a recent increase.
Read the guide →Presidential Memorial Certificates: What They Are and How to Request One
What a Presidential Memorial Certificate is, who can request one, and how the process works.
Read the guide →Probate and Estate Administration: What to Expect
A plain-language walkthrough of what probate and estate administration actually involve, and roughly how long the process takes.
Read the guide →Probate vs. Non-Probate Assets: Why It Matters
Understanding which assets bypass probate and which don't, and why this distinction matters for estate planning and settlement.
Read the guide →Property Distribution: How It Actually Works
How property gets distributed after a death, whether or not a will exists, and what happens without one.
Read the guide →Rhode Island's Small Estate Process Explained
How Rhode Island's small estate process works, including the real $15,000 threshold and the tangible personal property exclusion.
Read the guide →Right of Disposition Explained
What the right of disposition actually means, who typically holds it, and what happens when family members disagree about funeral or burial decisions.
Read the guide →Savings Bonds and Treasury Securities After a Death
How to handle a deceased person's savings bonds: co-owner and beneficiary rules, court-appointed representatives, the $100,000 small-estate path, which FS forms apply, electronic bonds, lost bonds, and how to search for unredeemed bonds now.
Read the guide →Social Media Accounts After Death: What to Do and What to Expect
A practical guide to a deceased person's social media accounts: finding them, avoiding scams, deciding between leaving, memorializing, and removing, how Facebook, Instagram, Google, and Apple differ, what to expect from other platforms, and what families usually can't get.
Read the guide →South Carolina Small Estate Affidavit Explained
How South Carolina's small estate affidavit works, including the recently raised $45,000 threshold and the real personal liability it creates.
Read the guide →South Dakota's Small Estate Affidavits Explained
How South Dakota's two small estate affidavits work: the $100,000 personal-property limit, the separate $50,000 real-property affidavit with a 60-day wait, and the Medicaid-related condition.
Read the guide →Special Needs Trusts and ABLE Accounts: When a Parent Dies and a Loved One Has a Disability
How special needs trusts and ABLE accounts protect SSI and Medicaid when a parent dies: first-party, third-party, and pooled trusts, the 2026 ABLE age change, and steps for the family.
Read the guide →Spouse and Dependent Burial in National Cemeteries
The specific rules around spouse and dependent burial alongside a veteran, including situations that can affect eligibility.
Read the guide →Step-Up in Basis: Why Inherited Property Is Taxed Differently
How the step-up in basis works for inherited property: what basis is, what value counts, the alternate valuation date, community property, joint ownership, assets that don't get a step-up, consistent basis reporting, and records to keep.
Read the guide →Stepchildren and Inheritance: What Happens When There Is No Will
What happens to stepchildren when a stepparent dies without a will: intestacy rules, adoption, how a surviving spouse and a person's own children share, Social Security survivor benefits for stepchildren, and how to protect stepchildren.
Read the guide →Taxes, Benefits, and Property After a Death
What typically needs to happen with taxes, remaining employment or government benefits, and property in the months after a death.
Read the guide →Tennessee's Small Estate Process Explained: Limited Letters, Not an Affidavit
How Tennessee's small estate process works under the Small Estate Probate Act: the $50,000 limit, the 45-day wait, the petition for Limited Letters, and what it does not cover.
Read the guide →Texas Small Estate Affidavit Explained
How the Texas small estate affidavit process works, including the real $75,000 threshold, the 30-day waiting period, and what counts toward the limit.
Read the guide →The Funeral Is Over. What Happens in the Next 30 Days?
What the weeks immediately following a funeral typically involve - both the practical tasks that tend to land in this window and the emotional adjustment of everyone else moving on while you're just getting started.
Read the guide →Transferring or Reselling Cemetery Property
What to know if you need to transfer or sell cemetery property that's no longer needed, and why this process varies more than typical real estate.
Read the guide →Traveling With Cremated Remains
Practical guidance for flying or shipping cremated remains, including what container to use and what documents to bring.
Read the guide →Trust Administration: What a Trustee Actually Does
What it means to administer a trust, how the role differs from being an executor, and what ongoing responsibilities can look like.
Read the guide →Trust Land, Tribal Probate, and Inheritance Considerations
How inheritance of land held in federal trust status for Native Americans differs from typical state probate, and why this system requires specific guidance.
Read the guide →Unclaimed Property After a Death: How to Search Every State and Claim It
How to search for and claim a deceased person's unclaimed property: what it is, where to search, what documents heirs need (with Texas's ClaimItTexas as an example), savings bonds, scams, and what to do if a claim is delayed or denied.
Read the guide →Unmarried Partners: What Happens to Your Home, Accounts, and Decisions When Your Partner Dies
What happens when an unmarried partner dies: inheritance, the shared home, joint and beneficiary accounts, funeral and medical decisions, Social Security and pensions, Texas informal marriage, and practical first steps.
Read the guide →Utah Small Estate Affidavit Explained
How Utah's small estate affidavit works, including the $100,000 threshold, the 30-day wait, and its distinctive four-vehicle provision.
Read the guide →VA Burial Allowance: How Much and How to Apply
Current VA burial allowance amounts for 2026, who can claim them, filing deadlines, the documents you need, and how to apply, with figures from VA.gov.
Read the guide →VA Headstones and Markers for Veterans
What VA headstone and marker benefits actually include, and how the options differ depending on where a veteran is buried.
Read the guide →Vehicles and Mortgages After a Death: Transferring Titles and Loans
How to handle transferring a vehicle title and continuing mortgage payments after a death.
Read the guide →Vermont's Small Estate Options Explained
How Vermont's three distinct small estate mechanisms work, and which test each one actually turns on.
Read the guide →Veterans Burial Benefits and Discharge Status: What Actually Qualifies
How discharge status affects VA burial benefit eligibility, and why Other Than Honorable status is worth pursuing rather than assuming disqualifies someone.
Read the guide →Virginia Small Estate Affidavit Explained
How Virginia's small estate affidavit works, including the current $75,000 threshold, the 60-day wait, and how it works with or without a will.
Read the guide →Washington, D.C. Small Estate Options Explained
D.C.'s two small-estate options explained: the small estate proceeding ($80,000) and transfer by affidavit ($40,000, no real property), who can use each, what the affidavit must say, and why the dollar figures you see online may be out of date.
Read the guide →Washington Small Estate Affidavit Explained
How Washington's small estate affidavit works, including the real $100,000 threshold, the 40-day wait, and the community property exclusion.
Read the guide →West Virginia Small Estate Affidavit Explained
How West Virginia's small estate affidavit works after the 2025 change: the $50,000 personal property limit, the end of the real-property option, the 30- and 60-day waits, and the 30-day objection period.
Read the guide →What an Executor Can't Do: Common Mistakes and Personal Liability
The mistakes that most often expose an executor to personal liability: commingling funds, paying yourself, distributing too early, ignoring federal taxes, and missing deadlines, with examples from the IRS, California, and Texas.
Read the guide →What Are Letters Testamentary, and Why Do Banks Ask for Them?
What letters testamentary are, why banks and other institutions require them, how an executor gets them (with Texas, California, and Ohio examples), and when you don't need them.
Read the guide →A Sibling Is the Executor and Won't Share Information: What Beneficiaries Can Ask For
What beneficiaries can ask an executor for, what the court file shows, how California's special notice and Texas's accounting demand work, and when to involve an attorney.
Read the guide →What Happens to a Facebook or Instagram Account After Someone Dies
How to memorialize or remove a deceased person's Facebook or Instagram account: who can ask, what proof is needed, what a legacy contact can do, what happens if there isn't one, how to guard against impersonation, and how to set up your own account.
Read the guide →What Happens to a Google Account After Someone Dies
How Google handles a deceased person's account: Inactive Account Manager (who, what, when), Google's process for requests about a deceased user's account, what happens to Gmail, Photos, Drive, and YouTube, why to request content before closing, and how to plan your own account.
Read the guide →What Happens to a Storage Unit When the Owner Dies?
How to access and close out a deceased person's storage unit, what proof a facility typically requires, and why unpaid units are at real risk of being auctioned off.
Read the guide →What Happens to a Timeshare?
Why inheriting a timeshare means inheriting ongoing fees and obligations, not just a vacation property, and what options heirs typically have if they don't want to keep it.
Read the guide →What Happens to a YouTube Channel When Its Owner Dies?
What happens to a YouTube channel and its content after the owner's death, how family can attempt to gain access, and what this means for any monetization or ad revenue tied to the account.
Read the guide →What Happens to an Apple Account After Someone Dies
How Apple handles a deceased person's Apple Account and iCloud data: setting up a Legacy Contact, the access key, what a Legacy Contact can and can't access, how to request access or deletion with no Legacy Contact, what a court order must say, and how to plan ahead.
Read the guide →What Happens to an Unclaimed Body?
What happens to an unclaimed body: how the authorities search for family, how long they hold remains, and what you can do if a relative's body is unclaimed.
Read the guide →What Happens to Credit Card Points When You Die?
Whether credit card rewards points can be transferred to family after death, why this varies so much by issuer, and what to actually do to find out.
Read the guide →What Happens to My Amazon Account When I Die?
How to close an Amazon account after a death, what happens to a Prime membership, and the often-overlooked limitation on digital purchases like Kindle books and movies not transferring to another account.
Read the guide →What Happens to My Business When I Die?
What typically happens to a business after the owner's death, depending on whether it's a sole proprietorship, partnership, LLC, or corporation - and why a succession plan matters regardless of structure.
Read the guide →What Happens to My Costco Membership When I Die?
What happens to a Costco membership when the member dies: the card isn't transferable, changing the primary cardholder, refunds, and what a family should do.
Read the guide →What Happens to Season Tickets?
What typically happens to season tickets after the ticket holder's death, why long-held seats and seniority can be at risk without a formal transfer process, and what to actually do.
Read the guide →What Happens to Your DNA Data on Ancestry Sites?
What typically happens to a deceased person's DNA data and account on ancestry and genetic testing sites, and what family members can and can't do with it afterward.
Read the guide →What Happens to Your Domain Names and Websites?
What happens to a domain name and website registration after the owner's death, why unpaid renewals eventually cause a domain to be lost entirely, and what family members need to manage or transfer one.
Read the guide →What Happens to Your Guns When You Die?
What legally happens to firearms after the owner's death, including the extra requirements for certain regulated firearms, and why documenting a specific plan in advance genuinely matters.
Read the guide →What to Do When Someone Dies in Alabama
State-specific guidance for handling death certificates, probate, and Alabama's distinctive Probate Court structure after a death.
Read the guide →What to Do When Someone Dies in Alaska
State-specific guidance for handling death certificates, probate, and Alaska's distinctive elective community property and trust laws.
Read the guide →What to Do When Someone Dies in Arizona
State-specific guidance for handling death certificates, probate, and Arizona's beneficiary deed option after a death.
Read the guide →What to Do When Someone Dies in Arkansas
State-specific guidance for handling death certificates, probate, and estate matters after a death in Arkansas.
Read the guide →What to Do When Someone Dies in California
State-specific guidance for handling death certificates, probate, and other affairs after a death in California.
Read the guide →What to Do When Someone Dies in Colorado
State-specific guidance for handling death certificates, probate, and estate matters after a death in Colorado.
Read the guide →What to Do When Someone Dies in Connecticut
State-specific guidance for handling death certificates, probate, and Connecticut's distinctive combined gift and estate tax system.
Read the guide →What to Do When Someone Dies in Delaware
State-specific guidance for handling death certificates, probate, and Delaware's nationally significant trust law after a death.
Read the guide →What to Do When Someone Dies in Florida
State-specific guidance for handling death certificates, probate, and other affairs after a death in Florida.
Read the guide →What to Do When Someone Dies in Georgia
State-specific guidance for handling death certificates, probate, and estate matters after a death in Georgia.
Read the guide →What to Do When Someone Dies in Hawaii
State-specific guidance for handling death certificates, probate, and the practical logistics unique to an island state after a death.
Read the guide →What to Do When Someone Dies in Idaho
State-specific guidance for handling death certificates, probate, and Idaho's community property system after a death.
Read the guide →What to Do When Someone Dies in Illinois
State-specific guidance for handling death certificates, probate, and estate matters after a death in Illinois.
Read the guide →What to Do When Someone Dies in Indiana
State-specific guidance for handling death certificates, probate, and estate matters after a death in Indiana.
Read the guide →What to Do When Someone Dies in Iowa
State-specific guidance for handling death certificates, probate, and Iowa's recently phased-out inheritance tax after a death.
Read the guide →What to Do When Someone Dies in Kansas
State-specific guidance for handling death certificates, probate, and Kansas's repealed inheritance tax after a death.
Read the guide →What to Do When Someone Dies in Kentucky
State-specific guidance for handling death certificates, probate, and Kentucky's active inheritance tax after a death.
Read the guide →What to Do When Someone Dies in Louisiana
State-specific guidance for handling death certificates and Louisiana's distinctive civil-law succession system, including forced heirship.
Read the guide →What to Do When Someone Dies in Maine
State-specific guidance for handling death certificates, probate, and Maine's separate state estate tax after a death.
Read the guide →What to Do When Someone Dies in Maryland
State-specific guidance for handling death certificates, probate, and Maryland's distinctive dual estate and inheritance tax system.
Read the guide →What to Do When Someone Dies in Massachusetts
State-specific guidance for handling death certificates, probate, and Massachusetts's distinctive estate tax after a death.
Read the guide →What to Do When Someone Dies in Michigan
State-specific guidance for handling death certificates, probate, and Michigan's distinctive Lady Bird deed after a death.
Read the guide →What to Do When Someone Dies in Minnesota
State-specific guidance for handling death certificates, probate, and Minnesota's state estate tax after a death.
Read the guide →What to Do When Someone Dies in Mississippi
State-specific guidance for handling death certificates, probate, and Mississippi's distinctive Chancery Court system after a death.
Read the guide →What to Do When Someone Dies in Missouri
State-specific guidance for handling death certificates, probate, and Missouri's pioneering beneficiary deed after a death.
Read the guide →What to Do When Someone Dies in Montana
State-specific guidance for handling death certificates, probate, and estate matters after a death in Montana.
Read the guide →What to Do When Someone Dies in Nebraska
State-specific guidance for handling death certificates, probate, and Nebraska's distinctive county-level inheritance tax after a death.
Read the guide →What to Do When Someone Dies in Nevada
State-specific guidance for handling death certificates, probate, and Nevada's favorable trust and tax environment after a death.
Read the guide →What to Do When Someone Dies in New Hampshire
State-specific guidance for handling death certificates, probate, and estate matters after a death in New Hampshire.
Read the guide →What to Do When Someone Dies in New Jersey
State-specific guidance for handling death certificates, probate, and New Jersey's distinctive inheritance tax after a death.
Read the guide →What to Do When Someone Dies in New Mexico
State-specific guidance for handling death certificates, probate, and estate matters after a death in New Mexico.
Read the guide →What to Do When Someone Dies in New York
State-specific guidance for handling death certificates, probate, and other affairs after a death in New York.
Read the guide →What to Do When Someone Dies in North Carolina
State-specific guidance for handling death certificates, probate, and North Carolina's distinctive year's allowance after a death.
Read the guide →What to Do When Someone Dies in North Dakota
State-specific guidance for handling death certificates, probate, and estate matters after a death in North Dakota.
Read the guide →What to Do When Someone Dies in Ohio
State-specific guidance for handling death certificates, probate, and estate matters after a death in Ohio.
Read the guide →What to Do When Someone Dies in Oklahoma
A practical guide to the first steps after a death in Oklahoma: how to get death certificates, who decides about cremation or burial, how probate and the small estate options work (including the August 2026 increase to $300,000), taxes, and where to get help.
Read the guide →What to Do When Someone Dies in Oregon
State-specific guidance for handling death certificates, probate, and Oregon's notably low estate tax threshold after a death.
Read the guide →What to Do When Someone Dies in Pennsylvania
State-specific guidance for handling death certificates, probate, and Pennsylvania's distinctive inheritance tax after a death.
Read the guide →What to Do When Someone Dies in Rhode Island
State-specific guidance for handling death certificates, probate, and Rhode Island's distinctive municipal probate court system.
Read the guide →What to Do When Someone Dies in South Carolina
State-specific guidance for handling death certificates, probate, and estate matters after a death in South Carolina.
Read the guide →What to Do When Someone Dies in South Dakota
State-specific guidance for handling death certificates, probate, and South Dakota's nationally significant trust industry after a death.
Read the guide →What to Do When Someone Dies in Tennessee
State-specific guidance for handling death certificates, probate, and estate matters after a death in Tennessee.
Read the guide →What to Do When Someone Dies in Texas
State-specific guidance for handling death certificates, probate, and other affairs after a death in Texas.
Read the guide →What to Do When Someone Dies in Utah
State-specific guidance for handling death certificates, probate, and estate matters after a death in Utah.
Read the guide →What to Do When Someone Dies in Vermont
State-specific guidance for handling death certificates, probate, and Vermont's separate state estate tax after a death.
Read the guide →What to Do When Someone Dies in Virginia
State-specific guidance for handling death certificates, probate, and estate matters after a death in Virginia.
Read the guide →What to Do When Someone Dies in Washington State
State-specific guidance for handling death certificates, probate, and estate matters after a death in Washington State.
Read the guide →What to Do When Someone Dies in Washington, D.C.
A guide to the first steps after a death in Washington, D.C.: who can order death certificates, who can authorize cremation, how probate and the 2025 small-estate changes work, and when the D.C. estate tax applies.
Read the guide →What to Do When Someone Dies in West Virginia
State-specific guidance for handling death certificates, probate, and West Virginia's distinctive County Clerk-administered probate system.
Read the guide →What to Do When Someone Dies in Wisconsin
State-specific guidance for handling death certificates, probate, and Wisconsin's Marital Property Act after a death.
Read the guide →What to Do When Someone Dies in Wyoming
State-specific guidance for handling death certificates, probate, and Wyoming's trust-friendly, low-tax environment after a death.
Read the guide →When a Business Owner Dies: What the Family and Executor Should Do First
What the family and executor should do first when a business owner dies: finding the documents, who has authority, buy-sell agreements, running or winding down, and taxes.
Read the guide →When the Estate Can't Pay Everything: Insolvent Estates and the Order of Payment
What happens when an estate owes more than it has: who is (and isn't) responsible, how California and Texas rank debts, why federal debts come first, what executors must avoid, and what debt collectors can and can't do.
Read the guide →When Should You Sell a Deceased Parent's House?
How to think through the timing of selling a deceased parent's house - the legal requirements that affect when a sale can happen, and the practical and emotional factors worth weighing.
Read the guide →Which Accounts Should You Cancel First?
A practical, prioritized sequence for which accounts to notify or close first after a death, based on urgency and risk rather than an arbitrary order.
Read the guide →Which Tax Forms an Executor May Need (and When to Hire a CPA)
A plain-language checklist of the federal tax forms an executor may need: Form 56, final 1040, 1310, 1041, 706, 8971, 4506-T, and 5495; what each is for, when it applies, and the signs that it's time to hire a tax professional.
Read the guide →Who Can Access a Dead Person's Online Accounts? What State Law Says
How state law decides who can access a deceased person's email, social media, and cloud accounts: the three-layer priority, content versus catalogue, what an executor can and can't get, what companies may require, and why advance planning matters.
Read the guide →Who Can Authorize Cremation in Washington, D.C.?
The D.C. order of priority for deciding disposition of remains, how a written directive or designated agent changes it, how disputes are resolved, and the permits and Medical Examiner authorization required before a D.C. cremation.
Read the guide →Who Gets Mom's Jewelry?
What happens to a mother's jewelry under a will, under state law when there is no will, why jewelry causes more conflict than money, and practical ways families divide sentimental items.
Read the guide →Who Gets the Ashes After a Divorce?
Who has the legal authority to decide what happens to someone's cremated remains after a divorce, and how families sometimes navigate the emotional complexity when an ex-spouse is still involved.
Read the guide →Who Gets Your iPhone?
The physical device and the data on it follow different rules - who inherits your phone as property, and who can access what's stored on it.
Read the guide →Who Gets Your Wedding Ring?
Who gets a wedding ring after death with and without a will, what happens after a remarriage, how to name the ring, and what happens to a ring at cremation.
Read the guide →Wisconsin Small Estates Explained: Transfer by Affidavit, Summary Settlement, and Summary Assignment
How Wisconsin's three simplified estate options work, including the no-court transfer by affidavit and the two court procedures, with the $50,000 limit.
Read the guide →Wyoming's Small Estate Options Explained
How Wyoming's small estate affidavit and summary distribution work, including the significant 2025 increase to $400,000.
Read the guide →