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Probate & Inheritance Resources

Expert guides, tips, and resources to help you navigate probate, understand your inheritance, and access your funds faster.

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Estate Planning

Are Probate Fees Tax Deductible?

Some probate fees are tax deductible on the estate tax return (Form 706), but not on your personal return. Learn which costs qualify and how to maximize them.

Jan 28, 20267 min read
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Financial Planning

Beneficiary Cash Advance Guide

A beneficiary cash advance lets you access your inheritance before the estate settles. Learn how it works, who qualifies, and how to apply.

Jan 28, 20269 min read
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Financial Planning

Can You Get an Inheritance Advance?

Yes, you can get an advance on your inheritance before probate closes. Learn how inheritance advances work, who qualifies, and how to apply.

Jan 28, 20268 min read
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Probate Process

Common Reasons for Probate Delays

Probate delays happen for many reasons: will contests, complex assets, missing heirs, and tax issues. Learn what causes delays and how to speed up.

Jan 28, 20268 min read
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Probate Process

Do All Wills Go Through Probate?

Having a will doesn't avoid probate—it actually requires it. But many assets bypass probate entirely. Learn when probate is required.

Jan 28, 20268 min read
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Estate Planning

Do You Inherit Your Parents' Debt?

Generally, you don't inherit your parents' debt when they die. But there are exceptions. Learn what types of debt you might be responsible for.

Jan 28, 202612 min read
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Probate Process

Documents for Inheritance Claims

To claim an inheritance, you'll need a death certificate, proof of identity, beneficiary documentation, and probate paperwork. Get the full checklist.

Jan 28, 20268 min read
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Financial Guidance

Estate Cash Advance: How It Works

An estate cash advance gives heirs access to their inheritance before probate closes. Learn how it works, costs, requirements, and whether it's right for you.

Jan 28, 20269 min read
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Probate Process

Heir vs Beneficiary: Key Differences

Heirs are determined by law; beneficiaries are chosen in a will or contract. Learn the key differences between heirs and beneficiaries and why it matters.

Jan 28, 20267 min read
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Estate Planning

How Is Inheritance Paid Out?

Inheritance is paid out after probate closes, typically by check, wire transfer, or asset transfer. Learn the timeline, process, and how to get funds faster.

Jan 28, 20268 min read
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Estate Planning

How Long to Claim Inheritance?

There's no universal deadline to claim an inheritance, but state laws set time limits ranging from 3-10+ years before unclaimed assets go to the state.

Jan 28, 20268 min read
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Financial Planning

Inheritance Advance Cost & Fees

Inheritance advance fees typically range from 10-40% of the advance amount. Learn what affects pricing, how to compare companies, and if it's worth it.

Jan 28, 20269 min read
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Estate Planning

Inheritance & Probate Glossary

Confused by probate terminology? This glossary defines 50+ inheritance and estate terms in plain English, from administrator to will contest.

Jan 28, 202610 min read
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Financial Guidance

Inheritance Loan vs Probate Advance: Probate Loan Guide

Compare inheritance loans and probate advances. A probate loan requires monthly payments while a probate advance has none. Learn which is right for you.

Jan 28, 20269 min read
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Probate Process

How Do You Receive Inheritance Money? Complete Guide

Learn how you receive inheritance money, what documents you need, and how long the process takes. Step-by-step guide to claiming your inheritance.

Jan 28, 202611 min read
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Estate Planning

Inheriting Money on Section 8

Inheriting money can affect Section 8 housing benefits since the program has income and asset limits. Learn reporting rules and how to protect your housing.

Jan 28, 20268 min read
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Estate Planning

Is Inherited Money Marital Property?

Inherited money is generally separate property, not marital property. But it can become marital if you commingle it. Learn how to protect it.

Jan 28, 20267 min read
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Estate Planning

Selling Inherited Property With Multiple Owners

Inherited a house with siblings or multiple owners? Learn your options for selling, buying out, or keeping inherited property with multiple heirs.

Jan 28, 202610 min read
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Probate Process

What Happens at Probate Hearing?

A probate hearing is where the court validates a will, appoints an executor, and resolves estate disputes. Learn what happens, who attends, and how to prepare.

Jan 28, 20268 min read
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Estate Planning

What Happens to 401k When You Die?

A 401k passes directly to your named beneficiary, bypassing probate. Learn about spousal vs non-spouse rules, required distributions, taxes, and what to do.

Jan 28, 20269 min read
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Probate Process

What If Executor Won't Probate Will?

If an executor refuses or fails to probate a will, beneficiaries can petition the court to remove them. Learn what happens and your options.

Jan 28, 20269 min read
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Probate Process

What Is a Probate Attorney?

A probate attorney helps executors and beneficiaries navigate the legal process of settling an estate. Learn what they do, costs, and when to hire one.

Jan 28, 20268 min read
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Financial Planning

What to Do With Inheritance Money

Inherited money? Learn the smartest ways to use your inheritance, from paying off debt to investing for the future. Avoid common mistakes.

Jan 28, 20269 min read
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Probate Process

How Long Does Probate Take?

Learn about typical probate timelines by state, factors that affect duration, and how to access your inheritance faster while waiting for probate to complete.

Jan 21, 202511 min read
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Estate Planning

How to Avoid Probate: 7 Strategies

Learn proven strategies to avoid probate and help your heirs receive their inheritance faster. From living trusts to beneficiary designations.

Jan 21, 20259 min read
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Inheritance Tax

Is Inheritance Taxable? 2025 Guide

Learn whether your inheritance is taxable, how federal and state inheritance taxes work, and strategies to minimize your tax burden. Updated for 2025.

Jan 21, 20255 min read
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Probate Process

Probate Fees and Costs in 2025

Learn about probate fees, attorney costs, executor compensation, and court expenses. Get a breakdown of what probate costs and how to minimize them.

Jan 21, 20256 min read
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Probate Process

Probate Process: Step-by-Step Guide

Understand every step of the probate process, from filing the will to distributing assets. Learn what to expect and typical timelines.

Jan 21, 20256 min read
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Probate Process

What Is Probate? Complete Guide

Probate is the legal process of settling a deceased person's estate, including validating their will, paying debts, and distributing assets to heirs.

Jan 21, 20259 min read
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