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Essential Tools & Expert Insights to Guide You Forward

Explore our curated collection of resources designed to simplify the estate settlement process. Access sample letters, checklists, and essential contacts, along with expert insights from seasoned professionals. From understanding the probate process to navigating property sales, these tools provide the guidance you need to move forward with confidence.

Your Downloadable Resources

Step by Step

Checklist

Settling an estate involves obtaining the death certificate, locating the will, filing for probate, valuing assets, paying debts and taxes, and distributing remaining assets to beneficiaries. Following these steps ensures a smooth process.

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Key Documents & Paperwork

Essential documents to gather, such as the will, death certificate, financial records, property deeds, and insurance policies. By keeping everything organized, you can avoid missing any important steps and feel more confident as you navigate the process.

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Essential List &

Contacts

Providing a clear list of people to contact—like family members, lawyers, and financial institutions—and important paperwork you’ll need to gather, such as the will, death certificate, and account details. This simple tool helps ensure nothing is missed.

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Qualifying Your Professionals

Qualifying a professionals involves checking their credentials, reviewing their experience, and ensuring they have a good track record. It's important to verify their license, ask about their knowledge, and confirm they understand your needs. A qualified professional will guide you through the process with expertise and professionalism.

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Sample Letters

We’ve created sample letters to help you notify important organizations during this process. These customizable templates are designed to help you stay organized and efficiently manage notifications, so you can focus on what matters most. Click on the organization below to download a sample letter tailored to that specific department..

Life Insurance Agent

Social Security

Deceased’s Member Organization

Veteran’s Administration

General Letter

Professional Insights

From grief counselors to attorneys and professional organizers, explore these interviews to gain valuable insights and understand the importance of collaborating with these experts throughout the estate settlement journey.

PROFESSIONAL ORGANIZER

"During transitions and times of stress, emotional attachments to things rise up and can block the process."

TAX EXPERT

Navigating taxes during estate settlement can be complex. In this expert interview, our Texas tax specialist breaks down key considerations, potential liabilities, and strategies to help you make informed financial decisions.