Estate Settlement

What Is an Estate Account? How to Open One in 2026 (Step-by-Step Guide for US Executors)

Need to open an estate account? Here's exactly which documents, which banks, and which steps US executors need in 2026, no guesswork.

How to get an EIN number for an estate (step-by-step)

Filing estate taxes online can be challenging. Here’s a guide on obtaining an EIN to get you started.

What are the probate examiners notes and how do I clear them?

Tasked with reviewing your probate documents, probate examiners create summaries of deficiencies in your probate case. Here's what you need to know about probate notes:

How long does probate take in California in 2025?

As a general rule of thumb - the probate process in California will take anywhere from 9-18 months, with some exceptions. Read on to learn more.

How to obtain letters of administration in Florida

Letters of administration are needed when a decedent died without a will in Florida. In this post, we break down all you need to know about a letter of administration.

Probate Forms Needed in Florida + (PDF's)

Getting ready to settle a loved one’s estate involves a large amount of form filling. This post outlines all the probate forms you will need in Florida.

Everything You Need to Know About Summary Administration in Florida

Understanding what summary administration is, and if you are eligible for it, can be complex. Here is a brief review of summary admin to make your next steps clearer.

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.