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.
8 July 2025If you have been named successor trustee of a revocable living trust, your authority begins the moment the prior trustee is unable to serve—either...
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21 January 2025A durable financial power of attorney (POA) is the workhorse of incapacity planning. It appoints an agent to act for you on money and...
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17 January 2025A living trust kit should do more than hand you a template. It should carry you from signature to funding and then into real‑world...
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12 September 2024Hospitals 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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28 April 2024When 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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8 March 2024When 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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28 November 2023Revocable 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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28 November 2023A 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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4 November 2022For 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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21 January 2022Is 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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4 November 2021Historical proposal: This article discusses proposals considered in 2021, rather than current tax law. The proposed dates and amounts should not be used for...
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