Plain English definitions
Making sure the shoe fits
Preplanning : a conversation with your loved one
At the time of passing : your first steps
At the time of passing : managing the survivors
At the time of passing : notification and getting organized
Locating, organizing, itemizing, and categorizing the assets and liabilities of an estate
Navigating the sea of probate
Formal probate : the next steps
Interpreting and enforcing the language of the will
When a formal probate is not required
Managing the assets and liabilities of an estate
Obtaining benefits for the estate
Personal and estate taxes
Your right to compensation
Revocable trusts and trust management