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The Beginner's Guide to Probate 💎

Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.

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How to Read a Will: Actual Walkthrough and Practical Advice

Knowing how to read a will is an important part of being an executor — otherwise you're flying blind! And they aren't that bad if you know what to look for.

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What Happens to Debt After You Die? Who Pays for What and Why

Whether you’re serving as the executor of an estate or planning ahead in the event of your own passing, the implications of debt after death will affect your family. Let’s see how it works.

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Codicil to a Will: How to Write One and Relevant Rules to Know

A codicil is a legal document that serves to change the will in some way. That change can take many different shapes, so a codicil is not a “one-size-fits all” document.

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Types of Gifts in a Will: Examples and Advice

There are four main types of gifts in a will: specific gifts, general gifts, demonstrative gifts, and residuary gifts. Here's what you should know about each.

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What Expenses Can an Executor Claim? List and Actionable Advice

Probate isn’t cheap. In fact, the probate and estate settlement process costs approximately $14K for the average estate. Thankfully, you won’t be paying the $14K out of your own pocket as the executor or executrix of the estate.

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How Portability & DSUE for Estate and Gift Taxes Could Save You Millions (No, Really…)

There’s an often-overlooked estate tax tip that can allow certain individuals to shield millions—up to $12.06 million, to be precise—from federal gift and estate taxes. Seems too good to be true? It’s not.

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