A living trust is a legal document established during a person's life where a trustee is selected to manage that person's assets for the benefit of a beneficiary. Also referred to as "inter vivos trust".
What you need to know
How to open a loved one’s safe deposit box after they die
Opening the safe deposit box of your spouse or other loved one isn’t as easy as driving down to the bank. States often require multiple forms, and the laws depend on where you live. To make things simple, we’ve listed every state and what they require so you can open a safe deposit box quickly and easily.
Find your state’s rules
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Atticus Staff Writer
Atticus is a San Diego based fintech company committed to empowering families through the process of bringing a close to the financial life of a loved one. It’s groundbreaking probate & estate settlement product is a comprehensive, all-in-one platform that combines personalized guidance with intuitive, easy-to-use tools allowing families and their advisors to save time and money by navigating the estate settlement and inheritance process together.
Atticus is available nationally across the United States and Canada and is backed by a passionate team of industry experts including tax, legal, financial and fiduciary professionals.
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Atticus values the expertise and professional experience of our partners and community of contributors. And we appreciate that's what makes the fiduciary industry so uniquely special.
After all, being a fiduciary isn't something that's just learned— it's a mindset that's demonstrated, tested and enduringly earned.
That's why Atticus is built around a community of passionate executors, attorneys, wealth advisors, probate clerks and other professional fiduciaries.
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Join our mission to support families through some of life's most difficult events as we foster financial literacy for fiduciary topics like probate, estate planning, estate administration & inheritance.
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