Guides
Free, practical guides to help you understand the process. Written in plain language, based on official state and federal guidance.
State Probate Guides
Probate rules vary by state. Find your state below for specific guidance on timelines, thresholds, and required steps.
California
Step-by-step guide to probate in California. Learn about small estate affidavits, filing deadlines, and what to expect from the CA probate process.
Texas
Step-by-step guide to probate in Texas. Learn about independent administration, muniment of title, and small estate affidavits in TX.
More states coming soon. In the meantime, get your free personalized checklist for guidance in any state.
How-To Guides
Step-by-step instructions for specific tasks you will need to handle.
How to Get a Death Certificate: What You Need to Know
Learn how to obtain certified copies of a death certificate, how many you need, and what they are used for.
How to Close a Bank Account After Someone Dies
Step-by-step guide to closing or transferring a deceased person's bank accounts, including what documents you need.