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Estate settlement guide
A clear step-by-step overview of the estate process. You will learn what needs to happen, in what order, and what to watch out for. This guide helps you see the bigger picture so you can avoid delays and unnecessary costs.
How to settle my spouse’s estate
If you have lost a spouse, this guide explains the unique tasks you may face. It covers transferring jointly held property, updating utilities, filing taxes, and protecting against fraud. It also explains when probate may be required and when transfers can be more straightforward.
Probate checklist
A practical checklist of the forms, notices, and court filings often required during probate. It highlights which documents to gather, where delays often happen, and how to stay on track with deadlines.
How to clean out a loved one’s home
An empathetic and practical guide to sorting through a loved one’s belongings. It includes tips on where to begin, how to identify important documents and valuables, places where hidden assets may be found, and ways to preserve memories while making progress.