Expert insights on estate planning, probate, financial advising, and will management across the US and Canada.
Compare EstateClarity and Trust & Will side by side. Features, pricing, and which estate planning tool fits your needs in 2026.
Compare EstateClarity and FreeWill — two free estate planning tools. See how they differ in features, pricing, and approach.
Compare DIY estate planning with EstateClarity's AI analysis. Learn when doing it yourself works and when you need smarter tools to understand your will.
Compare the top estate planning tools for financial advisors in 2026. Features, pricing, and ROI analysis for EstateClarity, Trust & Will, Vanilla, Wealth.com, and Snug.
Compare the best online will analysis tools in 2026. AI-powered analysis vs. lawyer review vs. DIY — features, pricing, and what each approach actually finds.
Free estate inventory worksheet with every category executors need. Track real estate, accounts, investments, insurance, debts, and digital assets.
Probate takes 6 months to 2+ years depending on your state. See timelines for all 50 US states and Canadian provinces plus factors that speed or slow it.
Learn how to read and understand your will in plain language. Decode legal terms, spot red flags, and know exactly what your will says.
How financial advisors use estate visualization to win clients, retain AUM, and transform estate planning conversations. Practical guide with ROI data.
Probate costs range from 3-8% of estate value. See court fees, attorney costs, and executor fees for all 50 US states and 10 Canadian provinces.
Yes, an executor can be a beneficiary of the same will. Learn when this dual role works, when it creates conflicts, and state-specific rules.
Free executor checklist covering every task in your first 30 days. Day-by-day guide for death certificates, probate filing, and estate management.
Free estate inventory worksheet with every category executors need. Track real estate, accounts, investments, insurance, debts, and digital assets.
Probate takes 6 months to 2+ years depending on your state. See timelines for all 50 US states and Canadian provinces plus factors that speed or slow it.
Learn how to read and understand your will in plain language. Decode legal terms, spot red flags, and know exactly what your will says.
How financial advisors use estate visualization to win clients, retain AUM, and transform estate planning conversations. Practical guide with ROI data.
Estate taxes can catch executors off guard. Here's what you need to know about federal estate tax, state inheritance taxes, and Canadian probate fees.
Cryptocurrency, social media accounts, digital photos, online subscriptions — your digital life needs an estate plan too. Here's how to protect your digital assets.
Think something is wrong with a loved one's will? Here are the legal grounds for contesting a will in the US and Canada — and what you need to know before you start.
Meet Sarah Mitchell, EstateClarity's AI-powered Client Experience Lead. We're transparent about using AI — here's why that builds more trust than hiding it.
Complete guide to California probate in 2026. Learn the step-by-step process, costs, timelines, and how to avoid common pitfalls as an executor in California.
Complete guide to Texas probate in 2026. Learn about independent administration, muniment of title, costs, and timelines for Texas executors.
Complete guide to Florida probate in 2026. Learn about formal and summary administration, homestead rules, costs, and executor responsibilities in Florida.
Complete guide to New York probate in 2026. Learn about Surrogate's Court procedures, SCPA requirements, costs, and executor duties in New York.
Complete guide to Illinois probate in 2026. Learn about independent and supervised administration, small estate rules, costs, and executor duties in Illinois.
Navigating Pennsylvania probate? Learn the step-by-step process, typical timelines, costs, Pennsylvania inheritance tax rules, and how to simplify estate administration.
Everything executors and beneficiaries need to know about Ohio probate — step-by-step process, timelines, costs, small estate options, and how to simplify estate administration.
How does probate work in Georgia? Learn the step-by-step process, Georgia's unique Year's Support law, Common Form vs Solemn Form probate, timelines, and how to simplify estate administration.
How does probate work in North Carolina? Step-by-step guide to NC probate, Clerk of Superior Court process, timelines, costs, caveat proceedings, and how to simplify estate administration.
How does probate work in Michigan? Complete guide to supervised vs. unsupervised administration, timelines, costs, small estate affidavit, and Transfer-on-Death deeds.
How does probate work in BC? Learn the step-by-step process, BC probate fees, the Wills Variation right, deemed disposition tax rules, and how to simplify estate administration in British Columbia.
How does probate work in Alberta? Learn the step-by-step process, Alberta's low probate fees (max $400), deemed disposition tax rules, and how to administer an Alberta estate efficiently.
How does probate work in Ontario? Learn the Certificate of Appointment process, Ontario's Estate Administration Tax (1.5%), dependants' relief rules, deemed disposition, and Ontario's small estate simplified procedure.
Estate planning checklist for clients. What financial advisors should examine in wills to align investments, beneficiaries, and asset flows.
Use estate planning visualization to differentiate your practice and deepen client relationships. Tools that show how wealth actually flows.
How beneficiary designations override your will, common mistakes, and how to align them with your estate plan.
How financial advisors identify and close the insurance gap in client estate plans. A high-value planning opportunity.
Guide to discussing wills, beneficiaries, and inheritance with family. Tips for uncomfortable but necessary conversations.
Understand how New Jersey probate works, including the Surrogate's Court process, timelines, costs, NJ inheritance tax rules, and how to minimize probate exposure.
Learn how Massachusetts probate works, including the Probate and Family Court process, the $2M state estate tax threshold, MUPC procedures, timelines, costs, and how to minimize probate exposure.
Just been named executor? Here's exactly what to do in the first 30 days after someone dies — step by step, deadline by deadline, so nothing falls through the cracks.
Learn how probate works in Washington State — timelines, costs, nonintervention administration, the $2.193M state estate tax, small estate rules, and how to avoid probate entirely.
Understand the Colorado probate process — Uniform Probate Code, informal vs. formal administration, small estate rules (10-day affidavit), no state estate tax, and how to avoid probate entirely.
Learn how Arizona probate works — UPC-based informal and formal administration, small estate thresholds ($75K/$100K), Arizona Beneficiary Deed, community property rules, no state estate tax, and how to minimize probate exposure.
Understand Virginia probate step by step — the Commissioner of Accounts system, qualification process, timelines, costs, and strategies to simplify estate administration for your family.
Understand Minnesota probate: timelines, costs, the Uniform Probate Code process, small estate rules ($75K threshold), the $3M MN estate tax, and how to protect your family with clear estate planning.
Understand Saskatchewan probate: Court of King's Bench process, Grant of Probate, timelines, costs, small estate rules, farmland rules, and how to settle an estate in SK.
Learn how to create a business succession plan that protects your company, partners, and family. Step-by-step guide with key strategies, buy-sell agreements, and common mistakes to avoid.
Estate planning for blended families is complex but critical. Learn how to protect your spouse, children from prior relationships, and stepchildren using QTIP trusts, spousal trusts, and the right strategies.