Estate Transition & Probate

Navigating the estate transition and probate process can be complex and overwhelming. It encompasses marshaling and distributing assets, filing the final tax return, and fulfilling all legal and financial obligations.

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TIP: It’s best to prepare long before you need to.

Settling an estate can demand over 500 hours of work, a daunting task in today's busy world.

Our easy-to-use resources offer a straightforward introduction to the estate transition process and simplify many of the tasks faced by executors.

Getting Started

Estate Transition 101

- Checklist: Estate Transition & Probate

- F.A.Q.: Estate Transition & Probate

- Guide: Estate Transition and Probate

- Search for unclaimed property

- Additional Resources

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For Public Servants

Federal Employees

- Guide: Estate Planning and Post-Death Guide for Federal Employees | Read the Text Guide | ChatGPT Guide

- Additional Resources

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Taxes

Navigating Estate Taxes

- Guide: Introduction to Estate Taxes

- Additional Resources

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Probate

Probate 101

- What happens if I don’t file for probate?

- Can a will be probated in another state?

- Are probate fees tax deductible?

- Additional Resources

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Executor's Toolkit

$200.00

The Executor’s Toolkit is an Excel spreadsheet to help executors track and organize information critical to estate transition.

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