Estates, Executors & Probate Court

Small Estate Probate Shortcuts: Why Even Large Estates May Qualify

Depending on your state's law, your inheritors may be able to skip regular probate.

If one owner of property held in joint tenancy dies, who pays the mortgage?

My fiancé passed away last year. Our deed lists us as "joint tenants with rights of survivorship." To settle his estate, his family wants to pay off his half of the mortgage owed on the property. Does this mean that his beneficiaries would then automatically own his half of the property?

Must 401(k) plan beneficiaries pay income tax on withdrawals?

I have a 401(k) plan that's worth about $50,000. Will my beneficiaries have to pay taxes or penalties if they withdraw this money when they inherit it after my death? Can they roll it over into another tax-deferred plan?

How do I transfer money market funds after death?

My son died about six weeks ago. He did not have a will. He had $1,200 in a money market account. People at the bank say they need Letters Testamentary, an Affidavit of Domicile, and my son's death certificate to transfer funds to an account in my name. How do I obtain the letter and affidavit?

My dad died and I don't know whether he left a will. What should I do?

My father died a few years ago, and I'm pretty sure he had a will. Is there a way to find out, and if he did, whether or not I am mentioned in it?

The Executor's Guide

A thorough guide to settling a loved one's estate, whether you're handling it alone or working with a lawyer.

How to Probate an Estate in California

Everything you need (including court forms) to take an estate, big or small, through California probate court.

The Trustee's Legal Companion

A must-have resource for anyone serving as a successor trustee.