RESOURCES FOR EXECUTORS AND ESTATES

Estate Learning and Reference

  • All
  • Grieving
  • Legal and Accounting
  • Misc.
  • Organizing & Cleanout
  • Personal Property
  • Real Estate
All
  • All
  • Grieving
  • Legal and Accounting
  • Misc.
  • Organizing & Cleanout
  • Personal Property
  • Real Estate

What is a Medallion Signature Guarantee?

Medalion Signature Guarantee | 5-minute read Estate Accounting| Estate Asset Transfer | Estate Fiduciary A Medallion Signature Guarantee is a specialized certification used to authenticate ...
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American Bar Association Guidelines for Individual Executors & Trustees

Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees ...
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The Appraisal Foundation’s “The Personal Property Owner’s Guide to Appraisal Services”

Personal Property Guide | 5-minute read Appraisal of Personal Property | Executors & Estates| The Appraisal Foundation The Appraisal Foundation‘s “The Personal Property Owner’s Guide to ...
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Estate Dispute Resolution

“The Magic of the Trust and Estate Mediation Process” California Lawyers Association – Trusts & Estates Section

Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution |  California Lawyers Association   Estate Mediation can be an off-ramp from the Estate ...
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Form 706

About Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return

The executor of a decedent’s estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code.  Form 706 is ...
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How to Manage or Donate Unused Medical Supplies

Unused Medical Supplies and Equipment: National Council on Aging Guide

Guide to Used Medical Supplies | 5-minute read Reuse of Medical Supplies | Disposal of Medical Supplies |  NCOA Adviser   What to do with… ...
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Rare and Antique Books

Fine & Rare Books Are More Common Than You Think | Arthur Fournier

If the estate has a library, bookshelf, or piles of books, understanding the value of this piece of the personal property requires an executor’s attention.  ...
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Texas Probate & Reference Guide

Texas Probate and Estate Reference

Executor Help | 3-minute read Texas Wills, Trusts, and Estates | Texas Executor Guide | Best Estate Resources Texas Below are curated off-site estate resources ...
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Washington State Estate Tax

Washington State Estate Tax Changes

Washington State Estate Tax – New Legislation Effective July 1, 2025 The following bullets summarize the estate tax changes in the State of Washington according ...
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Florida Estate and Probate Reference

Florida Probate and Estate Reference

Executor Help| 3-minute read Florida Wills, Trusts, and Estates | Executor Guide | Best Estate Resources Florida Below are curated off-site estate resources and information ...
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Inheritance Stipulations Rockpoint Probate

The Top 10 Strangest Inheritance Stipulations via RockpointProbate.com

Inheritance is a strange passage in many people’s lives.  They are fortunate, one will assume, as receiving money and or property is a good thing ...
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North Carolina Estate and Probate Reference

North Carolina Probate and Estate Reference

North Carolina Wills, Trusts, and Estates | Executor Guide | Best Estate Resources North Carolina Executor Help | 3-minute read Below are curated off-site estate ...
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Release and Refunding Bond

The Beneficiary Refunding Bond and Release via Stark & Stark

Beneficiary Bond | 5-minute read Heir RefundingBond  | Inherited Assets | Bond and Release What is a Refunding Bond and Release? Click HERE for the original ...
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New Hampshire Probate and Estate reference

New Hampshire Probate and Estate Reference

Executor Help| 3-minute read New Hampshire Wills, Trusts, and Estates | New Hampshire Executor Guide | Best Estate Resources New Hampshire Below are curated off-site ...
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