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Estate settlement and probate guides

Practical guidance for executors and families: finding unclaimed assets, mastering executor duties, and simplifying the probate process.

What Is Probate? Understanding the Court-Supervised Estate Process
Probate is the court-supervised legal process of settling a deceased person's estate by validating their will (if one exists), appointing an executor or administrator, inventorying assets, paying off
13 min read
What to Do If You Don't Know What to Do as Executor
Being named the executor of a loved one's estate is an honor, but if you're a new executor, it can feel incredibly daunting. If you don't know what to do, the first step is to pause, take a breath
9 min read
What to Do When Someone Dies: A Complete First Steps Guide
When a loved one passes, the first steps are to obtain a legal pronouncement of death, notify close family and friends, and begin making funeral arrangements. You will then need to secure the deceased
9 min read
Working with Heirs: Communication Tips for Executors
Effectively working with heirs requires clear, consistent, and proactive communication to manage expectations, prevent conflict, and fulfill your legal duties as an executor. Your role is not just
9 min read
10 Essential Duties Every Estate Executor Should Master
The core duties of an estate executor from locating the will to closing the estate. Organization and clear communication save time, reduce conflict, and minimize legal risk.
10 min read
10 Proven Steps to Locate Unclaimed Inheritance Assets Quickly
A step-by-step guide to finding unclaimed inheritance assets: where to look, what to collect, and how to file claims. Covers personal records, state and federal databases, and documentation.
12 min read
Revolutionizing Probate: The TurboTax Approach to Estate Settlement for Executors
How Heirloom guides executors through probate with step-by-step tools: asset discovery, personalized plans, and beneficiary communication—so families can focus on healing.
8 min read

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BLOG

Estate settlement and probate guides

Practical guidance for executors and families: finding unclaimed assets, mastering executor duties, and simplifying the probate process.

What Is Probate? Understanding the Court-Supervised Estate Process
Probate is the court-supervised legal process of settling a deceased person's estate by validating their will (if one exists), appointing an executor or administrator, inventorying assets, paying off
13 min read
What to Do If You Don't Know What to Do as Executor
Being named the executor of a loved one's estate is an honor, but if you're a new executor, it can feel incredibly daunting. If you don't know what to do, the first step is to pause, take a breath
9 min read
What to Do When Someone Dies: A Complete First Steps Guide
When a loved one passes, the first steps are to obtain a legal pronouncement of death, notify close family and friends, and begin making funeral arrangements. You will then need to secure the deceased
9 min read
Working with Heirs: Communication Tips for Executors
Effectively working with heirs requires clear, consistent, and proactive communication to manage expectations, prevent conflict, and fulfill your legal duties as an executor. Your role is not just
9 min read
10 Essential Duties Every Estate Executor Should Master
The core duties of an estate executor from locating the will to closing the estate. Organization and clear communication save time, reduce conflict, and minimize legal risk.
10 min read
10 Proven Steps to Locate Unclaimed Inheritance Assets Quickly
A step-by-step guide to finding unclaimed inheritance assets: where to look, what to collect, and how to file claims. Covers personal records, state and federal databases, and documentation.
12 min read
Revolutionizing Probate: The TurboTax Approach to Estate Settlement for Executors
How Heirloom guides executors through probate with step-by-step tools: asset discovery, personalized plans, and beneficiary communication—so families can focus on healing.
8 min read