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.
Read Story
Per Stirpes refers to when a deceased beneficiary's share is split between their heirs, and Per Capita refers to that split going to the remaining beneficiaries instead.
Read Story
Not probating a will can bring a whole host of legal headaches, and it's best to appoint someone who will get the job done if you can't.
Read Story
Yes, a trustee can also be a beneficiary, but that's far from the full story you need to know. Here's some good advice & a few resources.
Read Story
A trustor is someone who creates a trust, and a trustee is the person in charge of following the trust's instructions. There's a bit more nuance than that, though.
Read Story
Can you avoid probate? Should you avoid probate? We've got the insider answers & advice that you usually have to pay a lawyer for.
Read Story
Executor and trustees are often talked about in the same financial conversations, but what are the specific differences between the two?
Read Story
