Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.

As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.

A few years ago we started with a bold mission— simplify the process of navigating probate and settling an estate after the loss of a loved one. Sharing an update on our progress towards transforming the future of Probate & Estate Settlement.

While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.

An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.

Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations.