Resources & Guides
State-specific guides, step-by-step checklists, and expert resources to help you navigate everything after the funeral.
A step-by-step guide covering everything from the first 24 hours to the first year. Government notifications, benefits claims, account closures, and estate administration.
Surviving spouses and dependents may be eligible for monthly benefits. Learn the eligibility requirements, application process, and common mistakes to avoid.
California estates under $184,500 may qualify for simplified transfer. Here's everything you need to know about California's probate process.
Each bank has different requirements for closing accounts after a loss. We've compiled the exact process for Chase, Bank of America, Wells Fargo, and 20+ more.
Texas offers unique independent administration that simplifies probate. Learn about muniment of title, small estate affidavits, and community property rules.
Texas death certificates are issued by DSHS in Austin. Learn the ordering process, how many you need, current fees ($20 each), and how to get certified copies fast.
Texas is a community property state, which affects how assets pass after death. Learn what counts as community vs. separate property and how it impacts your estate.
If the deceased had no will and the estate is under $75,000 (excluding homestead), you may qualify for a small estate affidavit. Step-by-step filing guide for Texas.
Texas allows muniment of title when there's a valid will and no unpaid debts. Learn how this faster, cheaper probate alternative works and whether you qualify.
A complete guide to every survivor benefit available to Texas families: Social Security lump sum and monthly benefits, VA benefits, TDHCA programs, and county assistance.
How to cancel a Texas driver's license, transfer vehicle titles at the county tax office, and handle toll tag accounts (TxTag, NTTA) after a loved one passes.
Texas law provides strong homestead protections for surviving spouses and minor children. Learn how to keep the exemption, transfer the property, and avoid losing benefits.
Texas-specific guide to closing bank accounts. Includes exact processes for major banks in Texas including Frost Bank, USAA (San Antonio), and Prosperity Bank.
Texas has no state estate tax and no inheritance tax. But federal estate tax may still apply. Learn the thresholds, IRS filing requirements, and how to stay compliant.
An affidavit of heirship can transfer real property in Texas without going through probate. Learn the requirements, where to file, and common mistakes to avoid.
How to find all life insurance policies, file claims correctly, and avoid common delays. Plus: how to search for unknown policies.
Netflix, Spotify, gym memberships, Amazon Prime: a complete guide to cancelling every type of recurring charge.
New York's probate process through Surrogate's Court, small estate thresholds, and tips for navigating NYC vs. upstate procedures.
Most families underorder. Here's exactly how many certified copies you need based on your state and the deceased's accounts.
Download our comprehensive checklist: customized for your state.