Estate planning

When you are collecting important documents for your executor, do you need to organize and save your tax records?

Your parents are downsizing and ask if they should put your name on the deed so you can have the house after they die. Should you do it?

You’ve heard of Payable on Death for your bank account, but what about Transfer on Death for your investment accounts?

You’ve named an executor in your will. Is that enough? Do you need to add a successor executor, too? What is a successor executor anyway?

Can you write a will that leaves nothing to your spouse? When this happens, are there any laws to help the disinherited spouse?

Big life events often prompt us to update important documents like our will, add beneficiaries to our insurance, and update distributions for our retirement accounts.  And much like the old infomercial said, we set it and forget it.  But over the course of years, a lot can change in our lives, including the breakup of…

Have you considered how cryptocurrencies pass to beneficiaries after you die? Make plans so your executor can distribute these digital assets now!

The reasons for Executor.org users to get started with their digital legacy cut across both the pragmatic and the emotional, whether it’s about memorializing or shutting down accounts or preserving and sharing all the associated stories and memories. The issue of digital legacy is not just about who, what, and where, but also about how…

As an executor, what do you do when you can’t find an item listed as a bequest in a will? What does this mean if you are the beneficiary of the missing item? Let us help answer your questions as you navigate the executor responsibilities.