Learn the essential steps to take after a loved one passes from estate planning attorneys, including advice, considerations, and a checklist of next steps.
Estate Planning Checklist for After Someone Dies
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ACTEC Estate Planning Essentials Video Library
Video Topics
Protect Your Assets and Secure Your Legacy
ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.
How to Choose an Estate Planning Attorney
Finding and choosing an estate planning attorney can be intimidating. Learn where you can go online to find qualified estate planning attorneys.
Alternatives to Guardianship
Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts.
Supported Decision-Making
Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have.
Should Your Adult Child be a Co-Signer on Your Bank Account?
Estate planning experts explain why it is a bad idea to have an adult child as a co-signer on a bank account.
Inheritance and Estate Settlement: When Will I Get My Money
Experts in estate planning answer common questions regarding when beneficiaries of a will or trust will receive their inheritance.
Common Ways to Title Your Home
Understand your options when titling your home Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS) and Tenancy in Common (TIC), and more.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
