Founded in 2000, EstateBee is a leading international estate planning and asset protection publisher. Through its online software and publications, it enables people to create estate planning documents such as last wills, living wills, living trusts and powers of attorney, without the need for a lawyer.

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HIPAA Releases and Medical Privacy: Make Sure Doctors Can Talk to Your Family

Hospitals and clinics protect your privacy by design. That is good public policy, but it creates a predictable problem: when you are sick or...

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Living Trust vs Will: Which One Do You Need?

When clients ask whether they should sign a revocable living trust or a last will and testament, the honest answer is that both tools...

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Executor Duties in Plain English: From Appointment to Final Accounting

When a loved one dies, someone must take the legal helm of the probate estate. In most states that person is called the executor...

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10 Living Trust Myths (Debunked)

Revocable living trusts are powerful—but they attract persistent myths. Here are the ten I hear most, with straight answers and practical steps you can...

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What to Put in Your Living Trust—and What to Leave Out

A revocable living trust only delivers its top benefits—avoid probate, maintain privacy, and provide incapacity continuity—if you fund it. Funding is the unglamorous step...

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Top Tips for Preparing an Estate Plan

For many, preparing an estate plan can seem like a complicated and daunting process. Last wills, living wills revocable living trusts, powers of attorney,...

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Estate Planning Documents You Need in COVID Times

Is now the right time to prepare your estate planning documents? Unfortunately, as many of us know only too well, COVID doesn’t come without...

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Reduction of Estate and Gift Tax Exemption

The plan to pay for President Biden’s proposed Build Back Better Act has been released by the House Ways and Means Committee. Elements of...

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Forms for Last Will and Testament

When it comes to selecting forms for last will and testament, you need to be careful. Don’t just choose the first website or legal...

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What is a Last Will Codicil?

A last will codicil, or a codicil to a last will and testament, is a document that amends the terms of an existing last...

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Types of Trusts – Revocable Trusts, Irrevocable Trusts, & Living Trusts

Trusts, revocable and irrevocable trusts,  provide an effective estate and financial planning tool. The benefits rest in their ability to provide flexible asset management...

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Preparing a Funeral Plan – What You Should Include in a Good Plan?

Planning a funeral involves a variety of different tasks ranging from selecting a funeral planner, choosing a casket, deciding on burial and cremation options...

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