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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Probate
Video Topics
Understanding Probate: Key Facts and What to Expect
Probate is the legal process of validating a will, settling debts, and distributing assets to beneficiaries. It ensures proper estate administration and resolves disputes, but it can also be time consuming and costly. Learn how probate works, your rights in the process, and strategies to avoid probate through estate planning. Get expert insights from ACTEC Fellows to protect your assets and streamline inheritance for your loved ones.
The Dissatisfied Heir
by ACTEC Fellows Elizabeth K. Arias and Jean Gordon Carter In the realm of inheritance disputes, ACTEC Fellows answer a critical question: Can one sue if excluded from a family member's will? Understand who is generally guaranteed the right to inherit. The paramount exception lies in spousal...
Pitfalls of Pay on Death (POD) Accounts
An explanation of how Pay on Death (POD) accounts, aka TOD or Totten Trust, work and what account owners should be aware of before identifying a beneficiary.
Should I Serve as a Trustee?
Attorneys explain the responsibilities and risks of being a trustee of a trust, a role that involves significant legal and ethical obligations.
Should I Serve as an Executor?
Estate attorneys explain what individuals need to understand before agreeing to serve as an estate executor, such as probate, tax, and legal requirements.
A Child’s Right to Information When a Parent Dies
What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video.
How Does a Revocable Trust Avoid Probate?
Understand how a revocable trust helps families avoid probate from experts in the field, ACTEC Fellows Stacy Singer and Jonathan Michael.
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