Thought Leadership
Jan 30, 2023
ClearEstate Cares grant awarded to 3 remarkable non-profits in California
The ClearEstate Cares initiative is our ethos put into action. These are the three recipients of our ClearEstate Cares grants.
Jan 09, 2023
How to open an estate account easily in 2025
Make the process of opening an estate account simple and straightforward with this step-by-step guide. Learn how to gather documents and fulfill your executor duties.
Estate Settlement
Jan 06, 2023
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.
Estate Planning
Jan 04, 2023
Prince: The Tragic Intestate Death of a Musical Legend
Prince left a legacy but had no estate plan. Learn why having one is essential for everyone's future.
Estate Planning
Jan 03, 2023
Anne Heche Dies Without Will: 20-Year-Old Son Settles Estate
Anne Heche was an icon in the entertainment industry, but tragedy struck when she passed away intestate, leaving her 20-year-old son to settle her estate.
Estate Planning
Dec 21, 2022
The importance of including your pet in your estate plan
Pets are a part of the family, and they should be taken into account when planning your estate. Here's why you should include them in your will.
Estate Planning
Dec 20, 2022
The passing of Chadwick Boseman: A case study in intestate affairs
Chadwick Boseman’s tragic passing in 2020, and the settling of his estate, offer a glimpse into the need for a will–regardless of one’s age.
Estate Planning
Dec 20, 2022
Strategic giving: A quick holiday guide
Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.