Sunset: A Practical Tool for Executors When someone dies, executors face an immediate problem: they must settle an estate without knowing where all accounts, assets, and obligations are located. Bank accounts, credit cards, insurance policies, and property are often scattered across institutions and records. Sunset (available at HelloSunset.com) was built to address this exact reality.
Sunset – Decedent Account Search Tool Read More »
Beneficiary Bond | 5-minute read Heir Refunding Bond | Inherited Assets | Bond and Release What is a Refunding Bond and Release? Click HERE for the original article by By Paul W. Norris A refunding bond and release is a legal requirement a beneficiary is presented with before receiving a distribution. This is to ensure that should
The Beneficiary Refunding Bond and Release via Stark & Stark Read More »
A Certified Estate Specialist (CES) is a designation for individuals who complete the requirements of the Certified Estate Specialist course as outlined by the National Auction Association(NAA). Since its founding in 1949, the NAA has been dedicated to auctioneers and auction professionals and is the largest association in the United States so dedicated. Twenty-four hours
Certified Estate Specialist Designation: National Auction Association Read More »
Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees Click HERE for Full Document. Summary: The American Bar Association is a membership association of attorneys. Founded in 1878, the ABA is the oldest professional association for attorneys in the
American Bar Association Guidelines for Individual Executors & Trustees Read More »
For many estates, the estate attorney is the shepherd who guides the executor and family through the storm and to a place of settlement. Some estates are simple. Some estates are complex. Some families are agreeable. Some are not. Many factors contribute to the estate settlement experience. However, just as there are vast differences between
Find and Vet a Great Estate Attorney Read More »
Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution | California Lawyers Association Estate Mediation can be an off-ramp from the Estate Litigation Expressway. Stretching from Inheritance Pass to Rancorville, The Estate Litigation Expressway has led more than a few families to breakdown after breakdown. Awareness of the option to bring in
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 also used to compute the generation-skipping transfer (GST) tax imposed by Chapter 13 on direct skips. Here is the IRS publication explaining Form 706: About Form 706, United States Estate
About Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return Read More »
Recommended Reading From the Bankrate.com What happens to a bank account when someone dies? Written by Karen Bennet Published Sept 16, 2020 This article addresses questions relating to… What if you’re a signer on a joint account? What if the decedent account holder did not name a Payable on Death or Transferable on Death designee?
From Bankrate.com: What happens to a bank account when someone dies? Read More »
Company Profile: The Estate Registry The Estate Registry is a provider of Estate Planning and After-Loss services. Three core segments compile the scope of what The Estate Registry provides. LegacyNOW is a digital estate planning and lifecycle management platform. NotifyNOW notifies an individual’s passing to creditors, subscription services, and loyalty programs, etc. via a secure
What is The Estate Registry? Read More »
Washington State Estate Tax – New Legislation Effective July 1, 2025 The following bullets summarize the estate tax changes in the State of Washington according to the Washington Department of Revenue. Applicable exclusion amount changes to $3,000,000. CPI calculation for the exclusion amount changes to the Seattle municipal area. Tax rates range changes to 10%
Washington State Estate Tax Changes Read More »
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 – for most. However, inheritance is not without complications. Above all, you likely lost someone. Grief is a big black cloud affecting everyone differently. In addition, relationship dynamics often change
The Top 10 Strangest Inheritance Stipulations via RockpointProbate.com Read More »
Medalion Signature Guarantee | 5-minute read Estate Accounting| Estate Asset Transfer | Estate Fiduciary A Medallion Signature Guarantee is a special certification used to authenticate signatures on securities transactions — for example, transfers of stocks, bonds, or mutual fund shares. It is stronger than a standard notarization because the guaranteeing financial institution verifies the signer’s
What is a Medallion Signature Guarantee? Read More »
Executor “duty” is often a one time only experience. Every estate is different, and Executorium’s mission is to present executors and estate administrators with resources, information and routes to answers within these unchartered waters.
Executorium is not is a substitute for professional advice. We strongly advise executors to seek professional counsel to guide the estate in any legal or fiduciary matters.
For informational purposes only. Executorium listings do not imply any recommendation, referral, endorsement, legal advice, or professional advice.
Executorium is a journal of estate resources for executors.
© 2026 Executorium.com LLC All Rights Reserved.
