The process of transitioning control from one party to another. For example, a business would want to conduct succession planning to ensure a smooth transition to the next generation leading operations. The most common use of this term would be "succession planning" which aims to ensure a smooth transition from one state to the next. As an executor, this term will be very relevant if the estate includes a family business or any other form of business ownership. If business interests exist, it is important for the executor to review the last will and testament for any instructions regarding contingency plans.
What you need to know
A probate guide written for people who aren’t lawyers
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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This could be you
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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