Educational Resources
Learn Estate Planning & Administration
Empower yourself with knowledge. Our comprehensive library of guides, articles, and tools will help you navigate estate planning and administration with confidence.
Featured Articles
Start with these essential guides covering the most important aspects of estate planning and administration.
Estate Planning 101: Where to Start
A comprehensive guide to beginning your estate planning journey, covering essential documents and key decisions.
Your First 30 Days as an Executor
Essential tasks and deadlines for new executors to ensure proper estate administration from day one.
Understanding Probate: A State-by-State Guide
Navigate probate requirements across different states with our comprehensive comparison guide.
Learning Categories
Browse our organized collection of educational content designed to meet you wherever you are in your estate planning journey.
Estate Planning Basics
Foundation knowledge for everyone
Learn the fundamentals of estate planning, from understanding basic concepts to creating your first documents.
Executor Resources
Guidance for estate administrators
Comprehensive resources for those serving as executors, including step-by-step processes and legal requirements.
Legal Requirements
State-specific regulations
Navigate the complex legal landscape of estate administration with state-specific guides and requirements.
Estate Planning Basics
Start your estate planning journey with these foundational articles covering essential concepts and processes.
Estate Planning 101: Where to Start
Learn the basics of estate planning and where to begin your journey.
Essential Estate Planning Documents
Understanding wills, trusts, and other critical documents for your estate.
Choosing the Right Executor
Key factors to consider when selecting someone to manage your estate.
Estate Planning for Young Families
Special considerations for parents with minor children.
Tax Implications of Estate Planning
Understanding how taxes affect your estate planning decisions.
Digital Asset Management
Protecting and passing on your digital assets and online accounts.
Executor Resources
Comprehensive guides for those serving as executors, including step-by-step processes and best practices.
Your First 30 Days as an Executor
Essential tasks and deadlines for new executors.
Inventory and Valuation of Assets
How to properly catalog and value estate assets.
Dealing with Creditors and Debts
Managing estate debts and creditor claims.
Tax Filing for Estates
Understanding estate tax obligations and filing requirements.
Distributing Assets to Beneficiaries
Best practices for final distribution of estate assets.
Common Executor Mistakes to Avoid
Learn from others' experiences and avoid costly errors.
Legal Requirements
Navigate complex legal requirements with state-specific guides and regulatory information.
Understanding Probate: A State-by-State Guide
Navigate probate requirements across different states.
When Probate Can Be Avoided
Understanding probate alternatives and when they apply.
Small Estate Procedures
Simplified processes for smaller estates in various states.
Intestacy Laws Explained
What happens when someone dies without a will.
Power of Attorney vs. Executor
Understanding the differences and when each applies.
Trust Administration Requirements
Legal obligations for managing trust assets.
Free Tools & Templates
Download practical tools and templates to help organize your estate planning or executor responsibilities.
Estate Planning Checklist
PlanningComprehensive checklist to ensure you haven't missed any important steps.
Asset Inventory Worksheet
PlanningOrganize all your assets in one convenient document.
Executor Timeline
ExecutorMonth-by-month guide for estate administration tasks.
Beneficiary Contact Form
ExecutorTemplate for collecting beneficiary information and contact details.
State Probate Requirements Chart
LegalQuick reference for probate thresholds and requirements by state.
Document Checklist for Executors
LegalEssential documents needed for estate administration.
Learning FAQ
Common questions about our educational resources.
Are these resources really free?
Yes, all of our educational content and basic tools are completely free. We believe everyone should have access to quality estate planning education.
How often is the content updated?
We review and update our content quarterly to ensure accuracy and compliance with current laws and regulations.
Can I share these resources with others?
Absolutely! We encourage sharing our educational resources with family, friends, and colleagues who might benefit.
Do you provide legal advice?
Our content is educational only and doesn't constitute legal advice. For specific legal questions, please consult with a qualified attorney.
Need More Than Educational Resources?
While education is valuable, sometimes you need professional help. Explore our services for hands-on support with your estate planning and administration needs.