Dave Coffaro
Head of Industry
Atticus
An Interview with Dave Coffaro
Tell us about yourself!
I was born in Lynwood, CA and I currently live in Orange County, CA. I earned a Master of Business Administration degree in Strategic Management from Claremont Graduate University, with an undergraduate degree in Organizational Behavior and Business Administration from California State University, Fullerton.
In the course of my career I led a team that earned two patents in the area of predictive analytics in wealth management, and I led the largest fiduciary business integration in the US (so far). In addition to co-founding Atticus, I currently serve as principal of the Strategic Advisory Consulting Group.
Why did you join Atticus?
As a wealth business manager, I saw a large service gap my team couldn’t address. Atticus speaks to real human needs in a family’s financial life.
I love that Atticus bridges gaps that are currently unaddressed in financial life.
What’s a fun fact about yourself?
My favorite sport is monster truck racing. I go to at least one event every season. When I grow up, I want to drive one!
If you could travel anywhere in the world, where would it be?
Sicily. My grandparents were born in Palermo. I’ve been to Italy, but not Sicily.
What do you do after work?
My favorite hobby is playing guitar. I play in a classic rock band and occasionally in a Beatles cover band (not the kind where people dress up like the Beatles).
I practice every day, and always have a guitar in hand if I watch TV, or anywhere else I can get away with it.
Who are 3 people you'd like to have dinner with?
Paul McCartney, Elon Musk and Malcom Gladwell
Do you volunteer at all?
I’m board chair for Second Harvest Food Bank of Orange County, and also a coach for a nonprofit called Executive Coaches of Orange County
Atticus Magazine
Written by Dave Coffaro
Estate Planning\
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Trust Decanting: What It Is and Why It Matters\
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Planning for the future and managing your assets doesn't have to be complicated. Trust decanting is a strategy that is gaining traction as a savvy way to keep estate plans in line with changing laws, personal circumstances, or financial goals, all without the hassle of court proceedings.\
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Planning for the future and managing your assets doesn't have to be complicated. Trust decanting is a strategy that is gaining traction as a savvy way to keep estate plans in line with changing laws, personal circumstances, or financial goals, all without the hassle of court proceedings.\
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Aaron Schnoor\
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August 19, 2024
Inheritance\
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How to disclaim an inheritance\
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A guide to disclaiming an inheritance, examining the reasons why a beneficiary might choose to disclaim an inheritance and the benefits and consequences of the choice\
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A guide to disclaiming an inheritance, examining the reasons why a beneficiary might choose to disclaim an inheritance and the benefits and consequences of the choice\
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Aaron Schnoor\
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August 19, 2024
Estate Planning\
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11 Things Every Trust Beneficiary Should Know\
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Navigating the world of trusts can be a complex journey, filled with legal nuances and financial implications that are often overlooked. Whether you’re already familiar with trusts and just looking for a refresher or are learning about trusts for the first time, here are 11 important insights that every trust beneficiary should know.\
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Navigating the world of trusts can be a complex journey, filled with legal nuances and financial implications that are often overlooked. Whether you’re already familiar with trusts and just looking for a refresher or are learning about trusts for the first time, here are 11 important insights that every trust beneficiary should know.\
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Aaron Schnoor\
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August 19, 2024
Estate Planning\
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Understanding Codicil to a Will: A Complete Guide\
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Codicils provide a means of making minor changes to a last will without having to create an entirely new document. Let's explore the benefits, legal requirements and other FAQ's about codicils used in estate planning.\
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Codicils provide a means of making minor changes to a last will without having to create an entirely new document. Let's explore the benefits, legal requirements and other FAQ's about codicils used in estate planning.\
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Atticus Staff Writer\
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August 17, 2024
Estate Settlement\
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What Happens to an HSA When You Die?\
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While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.\
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While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.\
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Aaron Schnoor\
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August 19, 2024
Estate Settlement\
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Understanding Intestate Succession\
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Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.\
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Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.\
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Aaron Schnoor\
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August 19, 2024
For Advisors\
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Connecting with the Next Generation\
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As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor.\
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As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor.\
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Patrick Alyward\
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August 19, 2024
For Advisors\
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“Stepping it up” on Probate for Wealth Advisors\
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Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.\
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Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.\
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Patrick Alyward\
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August 19, 2024
Estate Settlement\
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3 Valuable Tips for Settling a Family Member’s Estate\
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As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.\
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As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.\
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Patrick Alyward\
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August 19, 2024
Estate Planning\
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Letters Testamentary vs. Letters of Administration: Key Differences\
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While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.\
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While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.\
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Nathan Phelps\
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August 19, 2024
Estate Settlement\
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What to Do When an Estate Is Insolvent (Not Enough Money)\
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An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.\
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An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.\
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Nathan Phelps\
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August 19, 2024
Probate\
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How to Probate a Will Without a Lawyer: 7 Short Steps\
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Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations.\
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Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations.\
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Nathan Phelps\
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August 19, 2024
Executors\
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Can an Executor Sign Checks for the Deceased?\
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As the executor? Nope. On behalf of the executor, or the estate? Sometimes. Here's a guide for whether executors can sign checks for the deceased, including all the best tips and alternatives. \
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As the executor? Nope. On behalf of the executor, or the estate? Sometimes. Here's a guide for whether executors can sign checks for the deceased, including all the best tips and alternatives. \
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Aaron Schnoor\
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August 19, 2024
Estate Settlement\
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20 Key Duties of an Executor (Checklist)\
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While there are hundreds of individual steps an executor has to take during probate and estate settlement, they can be boiled down to 20 key duties. \
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While there are hundreds of individual steps an executor has to take during probate and estate settlement, they can be boiled down to 20 key duties. \
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Nathan Phelps\
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August 19, 2024
Estate Settlement\
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What If the Will is in a Safe Deposit Box?\
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You've looked everywhere and think the will may be in the safe deposit box. What in the world do you do now?\
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You've looked everywhere and think the will may be in the safe deposit box. What in the world do you do now?\
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Atticus Staff Writer\
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August 17, 2024
Estate Settlement\
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Who Needs Death Certificates When Someone Dies? Exact Number to Get\
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One of the first things that happens after someone passes is the signing and delivery of a death certificate. But who needs them and how many should you get? Here's the answer.\
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One of the first things that happens after someone passes is the signing and delivery of a death certificate. But who needs them and how many should you get? Here's the answer.\
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Nathan Phelps\
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August 19, 2024
Probate\
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How to Read a Will: Actual Walkthrough and Practical Advice\
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Knowing how to read a will is an important part of being an executor — otherwise you're flying blind! And they aren't that bad if you know what to look for.\
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Knowing how to read a will is an important part of being an executor — otherwise you're flying blind! And they aren't that bad if you know what to look for.\
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Aaron Schnoor\
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August 19, 2024
Estate Planning\
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What Happens to Debt After You Die? Who Pays for What and Why\
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Whether you’re serving as the executor of an estate or planning ahead in the event of your own passing, the implications of debt after death will affect your family. Let’s see how it works. \
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Whether you’re serving as the executor of an estate or planning ahead in the event of your own passing, the implications of debt after death will affect your family. Let’s see how it works. \
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Aaron Schnoor\
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August 19, 2024
Estate Planning\
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Codicil to a Will: How to Write One and Relevant Rules to Know\
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A codicil is a legal document that serves to change the will in some way. That change can take many different shapes, so a codicil is not a “one-size-fits all” document.\
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A codicil is a legal document that serves to change the will in some way. That change can take many different shapes, so a codicil is not a “one-size-fits all” document.\
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Aaron Schnoor\
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August 19, 2024
Estate Settlement\
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Types of Gifts in a Will: Examples and Advice\
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There are four main types of gifts in a will: specific gifts, general gifts, demonstrative gifts, and residuary gifts. Here's what you should know about each. \
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There are four main types of gifts in a will: specific gifts, general gifts, demonstrative gifts, and residuary gifts. Here's what you should know about each. \
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Aaron Schnoor\
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August 19, 2024
Executors\
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What Expenses Can an Executor Claim? List and Actionable Advice\
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Probate isn’t cheap. In fact, the probate and estate settlement process costs approximately $14K for the average estate. Thankfully, you won’t be paying the $14K out of your own pocket as the executor or executrix of the estate.\
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Probate isn’t cheap. In fact, the probate and estate settlement process costs approximately $14K for the average estate. Thankfully, you won’t be paying the $14K out of your own pocket as the executor or executrix of the estate.\
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Aaron Schnoor\
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August 19, 2024
Inheritance\
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How Portability & DSUE for Estate and Gift Taxes Could Save You Millions (No, Really…)\
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There’s an often-overlooked estate tax tip that can allow certain individuals to shield millions—up to $12.06 million, to be precise—from federal gift and estate taxes. Seems too good to be true? It’s not. \
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There’s an often-overlooked estate tax tip that can allow certain individuals to shield millions—up to $12.06 million, to be precise—from federal gift and estate taxes. Seems too good to be true? It’s not. \
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Aaron Schnoor\
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August 19, 2024
Estate Settlement\
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What Happens & Who is Responsible if a Deceased Person Owes Taxes?\
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The short answer is that, excluding federal student loan debts, tax burdens don’t magically puff into a cloud of monetary magic and disappear — they are still owed by the “estate” of the deceased, which means you have to file a tax return on their behalf. \
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The short answer is that, excluding federal student loan debts, tax burdens don’t magically puff into a cloud of monetary magic and disappear — they are still owed by the “estate” of the deceased, which means you have to file a tax return on their behalf. \
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Nathan Phelps\
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August 19, 2024
Probate\
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Does an Executor Have to Show Accounting to Beneficiaries? Answer & Expert Advice\
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The short answer is yes, an executor has to show accounting to beneficiaries if requested, but context is key here. \
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The short answer is yes, an executor has to show accounting to beneficiaries if requested, but context is key here. \
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Nathan Phelps\
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August 19, 2024
Estate Settlement\
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Per Stirpes vs. Per Capita in Wills & Estates — Context + Advice\
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Per Stirpes refers to when a deceased beneficiary's share is split between their heirs, and Per Capita refers to that split going to the remaining beneficiaries instead. \
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Per Stirpes refers to when a deceased beneficiary's share is split between their heirs, and Per Capita refers to that split going to the remaining beneficiaries instead. \
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Ben Hopf\
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August 19, 2024
Probate\
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What if the Executor Does Not Probate the Will? Strategies to Avoid a Complete Mess\
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Not probating a will can bring a whole host of legal headaches, and it's best to appoint someone who will get the job done if you can't.\
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Not probating a will can bring a whole host of legal headaches, and it's best to appoint someone who will get the job done if you can't.\
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Nathan Phelps\
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August 19, 2024
Estate Planning\
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Can a Trustee Also Be a Beneficiary? Inheritance Thoughts\
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Yes, a trustee can also be a beneficiary, but that's far from the full story you need to know. Here's some good advice & a few resources. \
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Yes, a trustee can also be a beneficiary, but that's far from the full story you need to know. Here's some good advice & a few resources. \
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Nathan Phelps\
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August 19, 2024
Estate Planning\
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Trustor vs. Trustee\
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A trustor is someone who creates a trust, and a trustee is the person in charge of following the trust's instructions. There's a bit more nuance than that, though.\
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A trustor is someone who creates a trust, and a trustee is the person in charge of following the trust's instructions. There's a bit more nuance than that, though.\
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Nathan Phelps\
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August 19, 2024
Probate\
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How to Avoid Probate: Actual Answer + Insider Advice\
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Can you avoid probate? Should you avoid probate? We've got the insider answers & advice that you usually have to pay a lawyer for. \
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Can you avoid probate? Should you avoid probate? We've got the insider answers & advice that you usually have to pay a lawyer for. \
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Nathan Phelps\
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August 19, 2024
Estate Planning\
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Executor vs. Trustee — Key Differences & Useful Context\
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Executor and trustees are often talked about in the same financial conversations, but what are the specific differences between the two?\
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Executor and trustees are often talked about in the same financial conversations, but what are the specific differences between the two?\
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Ben Hopf\
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August 19, 2024
Probate\
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How Much Does Probate Cost? Who Pays + How to Save\
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If probate takes over a year... how much does it all cost? Here's what you need to know.\
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If probate takes over a year... how much does it all cost? Here's what you need to know.\
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Ben Hopf\
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August 19, 2024
Estate Settlement\
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What is the Reading of the Will? Hint: It's Fake\
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You’ve seen the Hollywood films. A wealthy billionaire passes away, leaving a fortune behind. The family gathers to read the will... but is it a real thing? \
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You’ve seen the Hollywood films. A wealthy billionaire passes away, leaving a fortune behind. The family gathers to read the will... but is it a real thing? \
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Aaron Schnoor\
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August 19, 2024
Probate\
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Testate vs. Intestate: Details on Inheritances, Laws, & More\
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Whether someone dies testate or intestate has huge implications on how inheritances and the probate process play out. Here's what you need to know. \
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Whether someone dies testate or intestate has huge implications on how inheritances and the probate process play out. Here's what you need to know. \
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Nathan Phelps\
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August 19, 2024
Probate\
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How Long Does Probate Take? Timeline, Delays, and How to Shorten It\
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The short answer is anywhere from three weeks to several years, but as you'll see, it really depends. \
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The short answer is anywhere from three weeks to several years, but as you'll see, it really depends. \
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Nathan Phelps\
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August 19, 2024
Estate Planning\
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What is a Special Needs Trust? Expert Advice & Explanation\
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A SNT is a financial planning tool that can be used to create a financial safe-haven for someone with mental or physical disabilities. Here's what you need to know. \
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A SNT is a financial planning tool that can be used to create a financial safe-haven for someone with mental or physical disabilities. Here's what you need to know. \
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Marshall Allen\
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August 19, 2024
Probate\
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What is a Will Contest? Key Facts, How to Contest, & More\
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A will contest is a legal proceeding that occurs when interested parties file a claim with the probate court to contest a will's validity.\
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A will contest is a legal proceeding that occurs when interested parties file a claim with the probate court to contest a will's validity.\
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Aaron Schnoor\
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August 19, 2024
Estate Settlement\
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How to Find Out If Someone Has a Will (Where to Look)\
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The process of finding out if someone has a will — often called a “will search”— is the crucial first step in the long probate process.\
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The process of finding out if someone has a will — often called a “will search”— is the crucial first step in the long probate process.\
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Aaron Schnoor\
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August 19, 2024
Probate\
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What Happens to a Bank Account When Someone Dies Without a Will? Exact Answers\
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How a bank account is set up determines what happens to it when someone dies without a will. Here's exactly what you need to know for your next step.\
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How a bank account is set up determines what happens to it when someone dies without a will. Here's exactly what you need to know for your next step.\
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Aaron Schnoor\
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August 19, 2024
Probate\
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Can You Empty a House Before Probate? Rules & Considerations\
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Knowing if you can is one thing. Knowing if you should empty a house before probate is another. Here's how to think through it.\
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Knowing if you can is one thing. Knowing if you should empty a house before probate is another. Here's how to think through it.\
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Aaron Schnoor\
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August 19, 2024
Executors\
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Power of Attorney vs. Executor of Estate — Key Differences\
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It's all too easy to get confused about the difference between power of attorney and executor of the estate. Here are the biggest differences you need to know. \
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It's all too easy to get confused about the difference between power of attorney and executor of the estate. Here are the biggest differences you need to know. \
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Atticus Staff Writer\
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August 17, 2024
Estate Settlement\
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How to Stop Mail for a Deceased Person in 4 Simple Steps\
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It can be frustrating and upsetting to continue to receive mail for a deceased person. Here are the steps you can take to keep this from happening.\
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It can be frustrating and upsetting to continue to receive mail for a deceased person. Here are the steps you can take to keep this from happening.\
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Nathan Phelps\
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August 19, 2024
Grief & Loss\
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How Long After Someone Dies Should You Have the Funeral?\
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Three days? A week? A month? The answer changes depending on a few factors. Here's how to plan a funeral for the right time. \
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Three days? A week? A month? The answer changes depending on a few factors. Here's how to plan a funeral for the right time. \
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Nathan Phelps\
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August 19, 2024
Estate Settlement\
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What is an Estate Account? When, Why, and How to Open One\
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If you're named executor of an estate, you may need to establish an estate account. This might sound complicated, but once you understand the purpose of the account, it’s really not that bad. \
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If you're named executor of an estate, you may need to establish an estate account. This might sound complicated, but once you understand the purpose of the account, it’s really not that bad. \
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Nathan Phelps\
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August 19, 2024
Probate\
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Can the Executor of a Will Take Everything? Powers & Restrictions\
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Asking this question isn't optimistic, but it's important. Here are the powers an executor has. \
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Asking this question isn't optimistic, but it's important. Here are the powers an executor has. \
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Nathan Phelps\
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August 19, 2024
Estate Settlement\
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What Do You Do With Someone’s Stuff After They Die?\
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Can you just get rid of things? Here are your options and the way to do it correctly. \
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Can you just get rid of things? Here are your options and the way to do it correctly. \
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Nathan Phelps\
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August 19, 2024
Probate\
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The Beginner's Guide to Probate 💎\
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Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.\
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Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.\
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Nathan Phelps\
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August 19, 2024
Estate Planning\
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Can a Trustee Remove a Beneficiary From a Trust? The Answer & More\
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Once a trust is established, who has what rights, responsibilities, and powers can get tricky. Beneficiaries and trustees can butt heads, and knowing more nuanced answers to questions like whether or not trustees can remove beneficiaries is useful.\
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Once a trust is established, who has what rights, responsibilities, and powers can get tricky. Beneficiaries and trustees can butt heads, and knowing more nuanced answers to questions like whether or not trustees can remove beneficiaries is useful.\
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Atticus Staff Writer\
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August 17, 2024
Estate Settlement\
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What Next of Kin Means For Your Inheritance\
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"Next of kin" is one of those phrases that seems easy to understand, but it has a very specific legal meaning relevant to inheritance laws. Here's what you need to know. \
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"Next of kin" is one of those phrases that seems easy to understand, but it has a very specific legal meaning relevant to inheritance laws. Here's what you need to know. \
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Nathan Phelps\
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August 19, 2024
Grief & Loss\
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Your Husband Passed Away — Here’s What You Need to Do Next\
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Losing a spouse or a partner often means losing the person that you relied on the most, and on top of that, you're dealing with all sorts of issues you've never had to consider before. Probate? Affidavits? Funeral arrangements? It's no wonder that so many widows are left thinking, "My husband passed away. What do I do now?"\
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Losing a spouse or a partner often means losing the person that you relied on the most, and on top of that, you're dealing with all sorts of issues you've never had to consider before. Probate? Affidavits? Funeral arrangements? It's no wonder that so many widows are left thinking, "My husband passed away. What do I do now?"\
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Atticus Staff Writer\
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August 17, 2024
Executors\
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Who Can Access a Safe Deposit Box: Everything You Need to Know\
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It's not easy to figure out who can access a safe deposit box — they are notoriously difficult to get into. We break it down so you know exactly what to do. \
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It's not easy to figure out who can access a safe deposit box — they are notoriously difficult to get into. We break it down so you know exactly what to do. \
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Aaron Schnoor\
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August 19, 2024
Legacy\
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11 Items You Should Never Put in a Safe Deposit Box\
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Safe deposit boxes can be a helpful resource in preventing the loss or theft of items that hold immense value or are difficult to replace, but they're not well suited for storing every kind of assets. Here's a list of the 11 items you should never put in a safe deposit box.\
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Safe deposit boxes can be a helpful resource in preventing the loss or theft of items that hold immense value or are difficult to replace, but they're not well suited for storing every kind of assets. Here's a list of the 11 items you should never put in a safe deposit box.\
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Aaron Schnoor\
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August 19, 2024
Probate\
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Do Executors Need an Attorney for Probate?\
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Can an executor navigate the probate process without a probate lawyer? Everything you need to know, consider and more... plus some helpful tips.\
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Can an executor navigate the probate process without a probate lawyer? Everything you need to know, consider and more... plus some helpful tips.\
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Kenny Liebowitz\
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August 17, 2024
Estate Settlement\
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What are the Different Formats and Types of Wills?\
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One of the biggest responsibilities of an executor of a will is to validate and interpret a loved one's estate planning document. In this article we take a look at the different formats and types of last will & testament documents.\
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One of the biggest responsibilities of an executor of a will is to validate and interpret a loved one's estate planning document. In this article we take a look at the different formats and types of last will & testament documents.\
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Aaron Schnoor\
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August 19, 2024
Inheritance\
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Creating Generational Wealth\
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Generational wealth, more commonly called an “inheritance”, refers to passing down something of value from one generation to the next. In this 1st part of a 3 part series, we break down how to Create Generational Wealth.\
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Generational wealth, more commonly called an “inheritance”, refers to passing down something of value from one generation to the next. In this 1st part of a 3 part series, we break down how to Create Generational Wealth.\
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Will Ashburn\
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August 19, 2024
Estate Settlement\
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The Top 13 Items Found in Safe Deposit Boxes\
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Safe deposit boxes can be a valuable tool for protecting key documents and belongings. But what are some of the most common objects to find in safe deposit boxes? Atticus breaks it down here.\
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Safe deposit boxes can be a valuable tool for protecting key documents and belongings. But what are some of the most common objects to find in safe deposit boxes? Atticus breaks it down here.\
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Aaron Schnoor\
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August 19, 2024
Executors\
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How to Choose the Executor of Your Estate\
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Choosing an executor can be one of the most difficult tasks in estate planning. Here are five important considerations you should consider when choosing an executor to administer your estate.\
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Choosing an executor can be one of the most difficult tasks in estate planning. Here are five important considerations you should consider when choosing an executor to administer your estate.\
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Dave Coffaro\
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August 19, 2024
Honoring Life\
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What to Wear and What NOT to Wear to a Zoom Funeral\
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Zoom funerals are a product of our times, and are likely here to stay. Figuring out what to wear to a Zoom funeral is a positive step, as appropriate attire is a wonderful gesture of respect to the bereaved.\
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Zoom funerals are a product of our times, and are likely here to stay. Figuring out what to wear to a Zoom funeral is a positive step, as appropriate attire is a wonderful gesture of respect to the bereaved.\
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Matthew Black\
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August 19, 2024
Grief & Loss\
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Coping with Grief and Traditions During The Holidays\
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For those who have lost a loved one to Covid-19, or anything else this year, the holidays can be a difficult time for navigating the grief and loneliness felt during a change of traditions. Here's an ultimate guide for navigating the holiday season and processing the grief in a healthy way. \
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For those who have lost a loved one to Covid-19, or anything else this year, the holidays can be a difficult time for navigating the grief and loneliness felt during a change of traditions. Here's an ultimate guide for navigating the holiday season and processing the grief in a healthy way. \
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Matthew Black\
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August 19, 2024
News\
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Powering Financial Literacy through Family Legacy\
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Family members commonly struggle with financial literacy during the probate and estate settlement processes following the loss of a loved one. Atticus shares its mission to empower financial literacy among families during transfers of legacy.\
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Family members commonly struggle with financial literacy during the probate and estate settlement processes following the loss of a loved one. Atticus shares its mission to empower financial literacy among families during transfers of legacy.\
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Nick Broomfield, CPA, CMA, CEA\
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August 19, 2024
Estate Settlement\
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What happens when someone dies without a will?\
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Intestate laws govern what happens when a person dies without a will. The following article explains everything you should know about intestate laws and the special circumstances that sometimes apply.\
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Intestate laws govern what happens when a person dies without a will. The following article explains everything you should know about intestate laws and the special circumstances that sometimes apply.\
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Matthew Black\
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August 19, 2024
Honoring Life\
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The Ultimate List of Burial Alternatives and their Costs\
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Cremation is on the rise in the U.S., and so too is the cost. If you're looking for a burial alternative that's more green, or saves you green, then this list of interment substitutes will help shed some light on those options.\
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Cremation is on the rise in the U.S., and so too is the cost. If you're looking for a burial alternative that's more green, or saves you green, then this list of interment substitutes will help shed some light on those options.\
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Emma Addington-White\
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August 19, 2024
Executors\
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You’ve just been named executor… Now what?\
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Being named an executor of a loved ones estate is an honor, but it comes with a lot of work. Atticus will show you what you should think about if this opportunity comes up, and what questions to ask.\
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Being named an executor of a loved ones estate is an honor, but it comes with a lot of work. Atticus will show you what you should think about if this opportunity comes up, and what questions to ask.\
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Dave Coffaro\
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August 19, 2024
For Advisors\
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Asking the right questions to navigate disruption\
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Fintech start-ups promise to solve many of the problems confronting customers, by providing technological advancements that can lead to market disruptions. But it's not enough for banks and financial institutions to say that tech will solve theirs, and their customers problems, if they don't take the time to ask the right questions.\
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Fintech start-ups promise to solve many of the problems confronting customers, by providing technological advancements that can lead to market disruptions. But it's not enough for banks and financial institutions to say that tech will solve theirs, and their customers problems, if they don't take the time to ask the right questions.\
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Dave Coffaro\
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August 19, 2024
Honoring Life\
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Connecting with family while social distancing\
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Social distancing is still our new normal, and the rise in "social distance stress" makes connecting with friends and family of the utmost importance. If you still haven't used online resources to connect, then these six suggestions will see you having fun with your loved ones in no time.\
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Social distancing is still our new normal, and the rise in "social distance stress" makes connecting with friends and family of the utmost importance. If you still haven't used online resources to connect, then these six suggestions will see you having fun with your loved ones in no time.\
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Parker Gallagher\
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August 19, 2024
Grief & Loss\
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Guidance through the stages of grief\
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If you've lost someone close to you, then understanding the torrent of emotions you're confronting can be a daunting task. It's perfectly normal, and that's why we're here to help, with our guide through the multiple stages of grief.\
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If you've lost someone close to you, then understanding the torrent of emotions you're confronting can be a daunting task. It's perfectly normal, and that's why we're here to help, with our guide through the multiple stages of grief.\
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Emma Addington-White\
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August 19, 2024
End of Life\
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What to do after someone dies - 4 Phases\
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Navigating the responsibilities following the loss of a loved one can be overwhelming. Here’s a quick guide for the 4 steps to tackle if someone close to you has died.\
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Navigating the responsibilities following the loss of a loved one can be overwhelming. Here’s a quick guide for the 4 steps to tackle if someone close to you has died.\
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Parker Gallagher\
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August 19, 2024
Inheritance\
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A Guide To The Most Commonly Inherited Items \
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When a loved one passes they leave behind a lot of different things. Sometimes they've specified who gets what ahead of times, though many times they have not. This is an ultimate guide of what to do with the most commonly inherited items to help make those situations and decisions a bit easier. \
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When a loved one passes they leave behind a lot of different things. Sometimes they've specified who gets what ahead of times, though many times they have not. This is an ultimate guide of what to do with the most commonly inherited items to help make those situations and decisions a bit easier. \
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Matthew Black\
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August 19, 2024
Estate Settlement\
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Keeping Peace while Keeping Pace\
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Estate settlement is no easy feat. But beyond the procedural responsibilities, there are also significant emotional aspects. These are some helpful tips for keeping peace, while keeping pace, during estate settlement. \
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Estate settlement is no easy feat. But beyond the procedural responsibilities, there are also significant emotional aspects. These are some helpful tips for keeping peace, while keeping pace, during estate settlement. \
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Dave Coffaro\
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August 19, 2024
Honoring Life\
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The Ultimate List of the Best Funeral Songs\
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Emotions run high while planning a funeral for a loved one, and choosing the right music to convey all the right messages is a difficult task. That's why Atticus created this Ultimate Guide to Funeral songs, that's sure to have something for everyone.\
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Emotions run high while planning a funeral for a loved one, and choosing the right music to convey all the right messages is a difficult task. That's why Atticus created this Ultimate Guide to Funeral songs, that's sure to have something for everyone.\
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Emma Addington-White\
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August 19, 2024
End of Life\
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"Ghosting" - Identity Theft of the Deceased\
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Identity theft is a situation we all know about, but did you know it also happens to individuals who have died? Identity theft of the deceased is known as "ghosting." Here's what you should know and what you can do about it.\
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Identity theft is a situation we all know about, but did you know it also happens to individuals who have died? Identity theft of the deceased is known as "ghosting." Here's what you should know and what you can do about it.\
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Parker Gallagher\
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August 19, 2024
Grief & Loss\
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Guide to Funeral Flowers and What Each Means\
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There are a lot of different types of flowers, yet we tend to see the same ones at funerals or burials after the loss of a loved one. This is a list of the most common types of sympathy flowers used during funerals and what each flower means.\
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There are a lot of different types of flowers, yet we tend to see the same ones at funerals or burials after the loss of a loved one. This is a list of the most common types of sympathy flowers used during funerals and what each flower means.\
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Emma Addington-White\
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August 19, 2024
Grief & Loss\
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10 Creative Ways to Remember a Loved One\
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Remembering a loved one is a personal and individualized act. Whether you've saved photos, revisit memories or have a gift to remember a loved one, here is a list of another 10 creative ways people honor a loved one's legacy.\
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Remembering a loved one is a personal and individualized act. Whether you've saved photos, revisit memories or have a gift to remember a loved one, here is a list of another 10 creative ways people honor a loved one's legacy.\
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Emma Addington-White\
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August 19, 2024
Executors\
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Top 10 Most Common Mistakes By Executors (Don't Make These!)\
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Being an executor or personal representative requires knowing a few things before diving into your duties of probating a will. In this article, we'll share the 10 most common things that people forget or neglect to do as executors.\
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Being an executor or personal representative requires knowing a few things before diving into your duties of probating a will. In this article, we'll share the 10 most common things that people forget or neglect to do as executors.\
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Parker Gallagher\
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August 19, 2024
End of Life\
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What To Do When Someone Dies: The 2026 Checklist\
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Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2026.\
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Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2026.\
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Ben Hopf\
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August 19, 2024
Resource Articles
Written by Dave Coffaro
Estate Settlement\
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When are Executors Liable for Estate Debts?\
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Yes, it is certainly possible for executors to be responsible for debts of the estate. Here’s what to know and how to avoid having that happen.\
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Yes, it is certainly possible for executors to be responsible for debts of the estate. Here’s what to know and how to avoid having that happen.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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What is probate?\
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Probate is the legal process of dissolving someone’s life in the eyes of the state and can often take executors, or surviving family members, months or even years to complete without the right guides, helpful tips & support\
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Probate is the legal process of dissolving someone’s life in the eyes of the state and can often take executors, or surviving family members, months or even years to complete without the right guides, helpful tips & support\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Planning\
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How to File a Will in 5 Short Steps\
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Filing a will is one of the first things people do after someone passes away. Here’s how to do it correctly.\
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Filing a will is one of the first things people do after someone passes away. Here’s how to do it correctly.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Planning\
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Who Can Be Appointed the Executor a Will: List and Facts\
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Most people qualify to be the executor of a will, but who qualifies and who would succeed are two different questions to consider.\
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Most people qualify to be the executor of a will, but who qualifies and who would succeed are two different questions to consider.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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What is Considered a Small Estate? Values and Context\
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Small estate is a phrase thrown around a lot during probate. Here’s what that really means and if the estate you’re managing can be considered small.\
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Small estate is a phrase thrown around a lot during probate. Here’s what that really means and if the estate you’re managing can be considered small.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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What You Can and Can’t Pay For With an Estate Account (List)\
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Executors must keep personal expenses separate from estate account actions. Here’s a list of what they can and can’t pay for.\
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Executors must keep personal expenses separate from estate account actions. Here’s a list of what they can and can’t pay for.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Planning\
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What to Do When No One Wants to Be the Executor\
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Having trouble finding someone in your family to be the executor of the estate? The answer may not be what you want to hear.\
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Having trouble finding someone in your family to be the executor of the estate? The answer may not be what you want to hear.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Planning\
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Notary Fees by State [2023 List]\
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Notarizations are an important mechanism for deterring fraud, but they come at a cost. Here are the average notary fees and types by state.\
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Notarizations are an important mechanism for deterring fraud, but they come at a cost. Here are the average notary fees and types by state.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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Do All Wills Go Through Probate? Step-by-Step Guide\
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The vast majority of wills and estates will go through probate, but there are some exceptions you should consider as an executor before initiating probate.\
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The vast majority of wills and estates will go through probate, but there are some exceptions you should consider as an executor before initiating probate.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Also be a Beneficiary? Short Answer & Context\
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Executors are often a relative or friend of the deceased, making it likely that they would also be a beneficiary. Here’s why that’s legal and useful.\
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Executors are often a relative or friend of the deceased, making it likely that they would also be a beneficiary. Here’s why that’s legal and useful.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Inheritance\
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How to Inherit NFTs\
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NFTs are digital assets that represent real-world items like art, music, games, cards, or other collectibles— and while exciting to collect, NFT's can be difficult to transfer upon death. All that and more in this complete guide to inheriting NFTs.\
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NFTs are digital assets that represent real-world items like art, music, games, cards, or other collectibles— and while exciting to collect, NFT's can be difficult to transfer upon death. All that and more in this complete guide to inheriting NFTs.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Executor Fees: A State-by-State Guide\
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In nearly all cases executors are entitled to compensation for their efforts, but compensation isn’t the same for every executor— learn more with this complete guide to executor of estate fees.\
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In nearly all cases executors are entitled to compensation for their efforts, but compensation isn’t the same for every executor— learn more with this complete guide to executor of estate fees.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Probate\
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What is a Probate Lawyer and Should You Hire One? Easy Guide \
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A probate lawyer is a state-licensed lawyer who can help the executor, personal representative, or beneficiaries of an estate through probate.\
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A probate lawyer is a state-licensed lawyer who can help the executor, personal representative, or beneficiaries of an estate through probate.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Do joint bank accounts get frozen after death?\
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Joint bank accounts are built for flexibility between people, so that means they aren’t frozen after death… right? Covering the real answer, suggestions, tips & more in this quick article. \
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Joint bank accounts are built for flexibility between people, so that means they aren’t frozen after death… right? Covering the real answer, suggestions, tips & more in this quick article. \
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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How Long Can an Estate Stay Open?\
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While there aren't hard deadlines for closing estates, there are consequences that arise from delaying the process. Here’s how long an estate can really stay open.\
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While there aren't hard deadlines for closing estates, there are consequences that arise from delaying the process. Here’s how long an estate can really stay open.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Be Reimbursed For Meals?\
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While executors can be reimbursed by the estate for general travel expenses on behalf of the estate, writing off meals isn’t always the best idea.\
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While executors can be reimbursed by the estate for general travel expenses on behalf of the estate, writing off meals isn’t always the best idea.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Appoint a Power of Attorney?\
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While executors can appoint someone with the power of attorney, it is often a less useful and riskier option than assigning a resident process agent.\
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While executors can appoint someone with the power of attorney, it is often a less useful and riskier option than assigning a resident process agent.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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How long do you have to file probate after death?\
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Filing for probate can be a daunting task, by not doing it on time could cause headaches like forfeiting your right to be the executor, not being able to take or give away anything owned by the estate, and slowing down the inheritance process.\
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Filing for probate can be a daunting task, by not doing it on time could cause headaches like forfeiting your right to be the executor, not being able to take or give away anything owned by the estate, and slowing down the inheritance process.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an executor benefit from a will?\
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Yes. Executors can be beneficiaries and get paid for their work from the estate, therefore benefiting from a will. This is extremely common and normal during the probate process.\
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Yes. Executors can be beneficiaries and get paid for their work from the estate, therefore benefiting from a will. This is extremely common and normal during the probate process.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Refuse to Sell a House?\
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An executor can only refuse to sell a house if that refusal is aligned with what the will or local intestacy laws say. They cannot go against the will or law, otherwise, they can be forced by the probate court to take action or be criminally charged.\
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An executor can only refuse to sell a house if that refusal is aligned with what the will or local intestacy laws say. They cannot go against the will or law, otherwise, they can be forced by the probate court to take action or be criminally charged.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Inheritance\
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How to inherit a House— Exact Steps & Tax Considerations\
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Inheriting a house can be a nostalgic and exciting part of what is often a period of transition and unknowns— though it often comes with vague or confusing implications. We address all of that and more in this article.\
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Inheriting a house can be a nostalgic and exciting part of what is often a period of transition and unknowns— though it often comes with vague or confusing implications. We address all of that and more in this article.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Probate\
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What is the Uniform Probate Code\
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Wouldn’t it be easier if all 50 states in the US just adopted the same probate laws? That question has sparked an ongoing conversation for nearly 60 years.\
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Wouldn’t it be easier if all 50 states in the US just adopted the same probate laws? That question has sparked an ongoing conversation for nearly 60 years.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
End of Life\
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What Information Do You Need For a Death Certificate?\
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The information you need to get a death certificate will depend on your state, but most require proof of identity, last address of the deceased, and more.\
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The information you need to get a death certificate will depend on your state, but most require proof of identity, last address of the deceased, and more.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Withdraw Money from an Estate Account\
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Executors often withdraw funds from the estate account to pay off taxes, pay estate debts, and distribute inheritances to beneficiaries.\
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Executors often withdraw funds from the estate account to pay off taxes, pay estate debts, and distribute inheritances to beneficiaries.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Can an Executor Sell a Property?\
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As long as the executor is following the directions of the will or intestacy laws, selling a property is a common part of the estate settlement and probate processes.\
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As long as the executor is following the directions of the will or intestacy laws, selling a property is a common part of the estate settlement and probate processes.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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Can an executor sell personal property\
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One question we're frequently asked is whether an executor can sell personal property — here's the real answer, situational caveats & full breakdown to settle this once and for all. \
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One question we're frequently asked is whether an executor can sell personal property — here's the real answer, situational caveats & full breakdown to settle this once and for all. \
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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How Long to Keep Tax Returns After Death?\
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Losing a loved one creates quite the paper trail — tax documents, legal documents, probate court forms... here's a helpful guide for knowing exactly how long these files need to be kept.\
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Losing a loved one creates quite the paper trail — tax documents, legal documents, probate court forms... here's a helpful guide for knowing exactly how long these files need to be kept.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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How to File a Petition for Probate in 6 Simple Steps\
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Filing petition for probate is one of the first things you do after someone passes, and after approval courts give executors the authority to settle an estate. \
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Filing petition for probate is one of the first things you do after someone passes, and after approval courts give executors the authority to settle an estate. \
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Inheritance\
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How to Inherit an IRA: Exact Steps, Resources, and Tax Context\
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Inheriting an IRA can be a life-changing influx of cash, but you risk losing up to half of it if you don't play your cards right. Here's how to be smart about it. \
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Inheriting an IRA can be a life-changing influx of cash, but you risk losing up to half of it if you don't play your cards right. Here's how to be smart about it. \
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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How Much Does a Probate Lawyer Cost? Averages By State and Advice From Pros\
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Probate lawyers aren't cheap, and the way they charge can vary. Here's what costs to expect and whether or not you even need to get a probate lawyer. \
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Probate lawyers aren't cheap, and the way they charge can vary. Here's what costs to expect and whether or not you even need to get a probate lawyer. \
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Probate\
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6 Steps to File Notice to Creditors During Probate (and Not Go Bankrupt)\
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Something every executor, executrix, or personal representative needs to do during probate is “file notice to creditors”. This is the formal act of raising your hand, saying, “Hi. If the estate owes you something, ask for it." \
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Something every executor, executrix, or personal representative needs to do during probate is “file notice to creditors”. This is the formal act of raising your hand, saying, “Hi. If the estate owes you something, ask for it." \
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Probate\
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The 5 Types of Real Estate Ownership You Should Know About — Complete Guide\
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There are five major types and forms of real estate ownership everyone should know. Here are the definitions, pros, and cons of each type. \
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There are five major types and forms of real estate ownership everyone should know. Here are the definitions, pros, and cons of each type. \
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Probate\
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Free Probate Help: 52 Tools and Resources For Every Estate and Budget\
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Free probate help isn't hard to find if you know where to go. Here are the best probate tools and resources to get you through the estate settlement process.\
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Free probate help isn't hard to find if you know where to go. Here are the best probate tools and resources to get you through the estate settlement process.\
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Nathan Phelps\
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August 19, 2024\
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August 19, 2024
Philanthropy\
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What is a Charitable Remainder Trust? Types and Key Uses\
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A charitable remainder trust (CRT) is a tax-exempt investing vehicle that allows donors to pursue philanthropic goals while still receiving an annual income.\
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A charitable remainder trust (CRT) is a tax-exempt investing vehicle that allows donors to pursue philanthropic goals while still receiving an annual income.\
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Aaron Schnoor\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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Powers of a Trustee\
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For a trustee to effectively manage and steward trust assets, a trust document should include appropriate language granting a trustee a few essential trustee powers. Some powers of a trustee are implied, while others must be granted in writing.\
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For a trustee to effectively manage and steward trust assets, a trust document should include appropriate language granting a trustee a few essential trustee powers. Some powers of a trustee are implied, while others must be granted in writing.\
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
Estate Settlement\
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What is an executor\
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The executor of a will, or executor of an estate, is the formal estate planning term given to the individual responsible for settling the financial and legal affairs after an individual dies.\
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The executor of a will, or executor of an estate, is the formal estate planning term given to the individual responsible for settling the financial and legal affairs after an individual dies.\
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
Philanthropy\
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The Complete Guide to Donor Advised Funds (DAF Gifts)\
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Donor Advised Funds or Community Foundation dollars can positively help charitable donors maximize the impact of their financial legacy, while also achieving valuable mission-oriented impact.\
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Donor Advised Funds or Community Foundation dollars can positively help charitable donors maximize the impact of their financial legacy, while also achieving valuable mission-oriented impact.\
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Scott Thomas\
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August 19, 2024\
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August 19, 2024
End of Life\
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What to Wear to a Funeral\
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Figuring out what to wear to a funeral is a positive step, as appropriate attire is a wonderful gesture of respect to the bereaved. This guide will show women, men and kids what's acceptable, what's not and what to wear to all burial ceremonies.\
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Figuring out what to wear to a funeral is a positive step, as appropriate attire is a wonderful gesture of respect to the bereaved. This guide will show women, men and kids what's acceptable, what's not and what to wear to all burial ceremonies.\
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
Probate\
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Is filing for an estate EIN necessary for probate?\
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Commonly, filing for an estate EIN is one of the first responsibilities of an executor. An estate EIN is the tax ID number setup for a loved one's estate after their death and serves to track the financial activities related to a decedent's estate. \
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Commonly, filing for an estate EIN is one of the first responsibilities of an executor. An estate EIN is the tax ID number setup for a loved one's estate after their death and serves to track the financial activities related to a decedent's estate. \
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
[Digital Executor\
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How to Close a World of Hyatt Account \
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How to close a World of Hyatt account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a World of Hyatt account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Marriott Bonvoy Account\
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How to close a Marriott Bonvoy account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Marriott Bonvoy account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Hilton Honors Account\
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How to close a Hilton Honors account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Hilton Honors account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a WhatsApp Account\
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How to close a WhatsApp account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a WhatsApp account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Tumblr Account\
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How to close a Tumblr account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Tumblr account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Myspace Account\
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How to cancel a MySpace account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a MySpace account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Snapchat Account\
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How to cancel a Snapchat account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Snapchat account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Cancel a Spotify Subscription\
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How to cancel a Spotify subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Spotify subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Cancel a Hulu Subscription\
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How to cancel a Hulu subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Hulu subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Cancel a Netflix Subscription\
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How to cancel a Netflix subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Netflix subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a LinkedIn Account\
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How to cancel a LinkedIn account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a LinkedIn account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Twitter Account\
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How to cancel a Twitter account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Twitter account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an Instagram Account\
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How to cancel an Instagram account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an Instagram account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Facebook Account\
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How to close a Groupon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Groupon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Groupon Account\
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How to close a Groupon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Groupon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a United Airlines Account\
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How to close a United Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a United Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Southwest Airlines Account\
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How to close a Southwest Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Southwest Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a JetBlue Airlines Account\
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How to close a JetBlue Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a JetBlue Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Frontier Airlines Account\
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How to close a Frontier Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Frontier Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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Digital Executor\
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How to Close a Delta Air Lines SkyMiles Account\
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How to close a Delta Air Lines SkyMiles account after death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Delta Air Lines SkyMiles account after death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs & beneficiaries with transferring unused rewards to one's estate.\
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
Digital Executor\
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How to Close an American Airlines Account\
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How to close an American Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close an American Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
[Digital Executor\
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How to Close an Alaskan Airlines Account\
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How to close an Alaska Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close an Alaska Airlines account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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Digital Executor\
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Ultimate Guide to Cancel Airline Accounts and Travel Rewards\
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Transferring unused airline or travel reward miles can be an overlooked or forgotten step in the estate settlement process. Atticus has the following Ultimate Guide with instructions and tips on how to transfer miles and close accounts in 2020. \
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Transferring unused airline or travel reward miles can be an overlooked or forgotten step in the estate settlement process. Atticus has the following Ultimate Guide with instructions and tips on how to transfer miles and close accounts in 2020. \
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Ben Hopf\
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August 19, 2024\
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August 19, 2024
[Digital Executor\
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Ultimate Guide to Close Cell Phone Services and Accounts\
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Ultimate guide for closing cell phone accounts and services after someone dies.\
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Ultimate guide for closing cell phone accounts and services after someone dies.\
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[Digital Executor\
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How to Close a US Cellular Account\
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How to cancel a US Cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a US Cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Metro PCS Account\
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How to cancel a Metro PCS account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Metro PCS account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Cricket Wireless Account\
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How to cancel a Cricket wireless account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Cricket wireless account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an Xtream from Media Com Cable Account\
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How to cancel an Xtream account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an Xtream account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Dish Network Account\
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How to close a Dish Network account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Dish Network account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Cox Communications Account\
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How to cancel a Cox Communications account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Cox Communications account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Cancel a Verizon Account\
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How to close a Verizon cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close a Verizon cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a T-Mobile Account\
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How to cancel an T-Mobile cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an T-Mobile cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Sprint Cellular Account\
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How to cancel a Sprint cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Sprint cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an AT&T cellular account\
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How to cancel an At&t cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an At&t cellular account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an XFINITY from Comcast Account\
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How to cancel an Xfinity account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an Xfinity account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Charter Spectrum Account\
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How to cancel a Spectrum subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Spectrum subscription after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close a Time Warner Account\
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How to cancel a Time Warner account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a Time Warner account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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.avif)\
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How to Close a DirecTV from AT&T account\
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How to cancel a DirecTV account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a DirecTV account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an Amazon Prime or Basic Amazon Account\
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How to cancel an Amazon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel an Amazon account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Close an Airbnb Account\
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How to close an Airbnb account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to close an Airbnb account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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[Digital Executor\
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How to Cancel a AAA Membership\
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How to cancel a AAA membership account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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How to cancel a AAA membership account after the death of an account owner, plus helpful tips around the policies and support process for assisting surviving family members, heirs, & beneficiaries with transferring unused rewards to one's estate.\
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Glossary Contributions
Written by Dave Coffaro
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Uniform Trust Decanting Act (UTDA)\
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Ben Hopf\
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December 20, 2020\
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December 20, 2020](https://www.weareatticus.com/terms/uniform-trust-decanting-act-utda)
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Out-of-State Executor\
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Out-of-state executors are any executors, executrices, or personal representatives living in a state outside of the one they are serving in. \
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Out-of-state executors are any executors, executrices, or personal representatives living in a state outside of the one they are serving in. \
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Nathan Phelps\
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December 20, 2020\
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December 20, 2020](https://www.weareatticus.com/terms/out-of-state-executor)
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Burial Deed\
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Burial Deed explained - Atticus breaks down estate terms. Here's what you should know.\
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Burial Deed explained - Atticus breaks down estate terms. Here's what you should know.\
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Jack Wilkes\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/burial-deed)
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Right of Survivorship\
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Right of survivorship lets property in some ownership types automatically pass to the surviving party. This means this asset can bypass probate and should not be counted as a “probate asset”.\
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Right of survivorship lets property in some ownership types automatically pass to the surviving party. This means this asset can bypass probate and should not be counted as a “probate asset”.\
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Nathan Phelps\
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December 20, 2020\
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December 20, 2020](https://www.weareatticus.com/terms/right-of-survivorship)
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Payable On Death (POD) Account\
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Payable On Death Accounts, or PODs, are any checking or savings accounts where the owner has designated a beneficiary upon death.\
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Payable On Death Accounts, or PODs, are any checking or savings accounts where the owner has designated a beneficiary upon death.\
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Nathan Phelps\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/payable-on-death-account)
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Probate Lawyer\
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Probate lawyers are experts in navigating the legal process of probate, which is the formal process of dissolving someone's financial life after they pass away. \
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Probate lawyers are experts in navigating the legal process of probate, which is the formal process of dissolving someone's financial life after they pass away. \
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Nathan Phelps\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/what-is-a-probate-lawyer)
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Transfer on Death (TOD) Account\
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Transfer on Death accounts, or TODs, are any brokerage accounts, securities, or stocks where the owner has designated a beneficiary upon death.\
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Transfer on Death accounts, or TODs, are any brokerage accounts, securities, or stocks where the owner has designated a beneficiary upon death.\
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Nathan Phelps\
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December 20, 2020\
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December 20, 2020](https://www.weareatticus.com/terms/tod-account)
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Affidavit\
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An affidavit is a sworn statement you put in writing. People sign them stating the words are accurate, and then they are used in court. \
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An affidavit is a sworn statement you put in writing. People sign them stating the words are accurate, and then they are used in court. \
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Jack Wilkes\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/affidavit)
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Primary Beneficiary\
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A primary beneficiary is an individual or organization who is first in line to receive benefits from the estate as specified in someone’s last will and testament\
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A primary beneficiary is an individual or organization who is first in line to receive benefits from the estate as specified in someone’s last will and testament\
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Jack Wilkes\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/primary-beneficiary)
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Devisee\
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A devisee is a person designated in a will to receive a “devise”, which is defined as a testamentary disposition of real property (real estate or land).\
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A devisee is a person designated in a will to receive a “devise”, which is defined as a testamentary disposition of real property (real estate or land).\
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Jack Wilkes\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/devisee)
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Ademption\
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Ademption refers to the elimination of a testamentary gift because the bequeathed asset no longer belongs to the testator's estate at the time of their death.\
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Ademption refers to the elimination of a testamentary gift because the bequeathed asset no longer belongs to the testator's estate at the time of their death.\
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Jack Wilkes\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/ademption)
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Irrevocable Beneficiary\
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Aaron Schnoor\
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December 3, 2020\
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December 3, 2020](https://www.weareatticus.com/terms/irrevocable-beneficiary)
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Ancillary Probate\
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The administration and distribution of property/assets of a decedent's estate located somewhere other than where they were domiciled.\
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The administration and distribution of property/assets of a decedent's estate located somewhere other than where they were domiciled.\
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Phifer Ozimek\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/ancillary-probate)
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Estate Account\
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An estate account is a temporary bank account opened for the specific purpose of managing and distributing an estate’s assets.\
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An estate account is a temporary bank account opened for the specific purpose of managing and distributing an estate’s assets.\
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Atticus Staff Writer\
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December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/estate-account)
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Qualified Charitable Distribution (QCD)\
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Qualified Charitable Contributions from an IRA are tax-free charitable donations made directly from an IRA by people ages 70½ and older and made possible by the Pension Protection Act of 2006. \
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Qualified Charitable Contributions from an IRA are tax-free charitable donations made directly from an IRA by people ages 70½ and older and made possible by the Pension Protection Act of 2006. \
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Scott Thomas\
\
December 20, 2020\
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December 20, 2020](https://www.weareatticus.com/terms/what-is-a-qualified-charitable-distribution)
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Probate Bond\
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A probate bond is a type of court bond that may be required before an individual can be appointed as the personal representative of an estate.\
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A probate bond is a type of court bond that may be required before an individual can be appointed as the personal representative of an estate.\
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Jack Wilkes\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/what-is-probate-bond)
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Income in Respect of a Decedent (IRD)\
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IRD explained - Atticus breaks down legal terms. Here's what you should know.\
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IRD explained - Atticus breaks down legal terms. Here's what you should know.\
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Scott Thomas\
\
December 3, 2020\
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December 3, 2020](https://www.weareatticus.com/terms/income-in-respect-of-a-decedent)
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Decedent\
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Decedent is just a fancy way of saying deceased, but there's some more you should know than that. \
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Decedent is just a fancy way of saying deceased, but there's some more you should know than that. \
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Nathan Phelps\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/what-is-a-decedent)
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Letters of Administration\
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Letters of administration are the legal documents in probate that give people the authority to access and manage an estate’s assets after someone dies.\
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Letters of administration are the legal documents in probate that give people the authority to access and manage an estate’s assets after someone dies.\
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Nathan Phelps\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/what-are-letters-of-administration)
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Attested Will\
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An attested will is a witnessed will, and it is the most common type of will in the United States. It is signed by the testator and must have at least 2 witnesses.\
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An attested will is a witnessed will, and it is the most common type of will in the United States. It is signed by the testator and must have at least 2 witnesses.\
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Jack Wilkes\
\
December 2, 2020\
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December 2, 2020](https://www.weareatticus.com/terms/attested-will)
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Holographic Will\
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A holographic will is written and signed entirely in the handwriting of the testator. No typing allowed! \
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A holographic will is written and signed entirely in the handwriting of the testator. No typing allowed! \
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Jack Wilkes\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/holographic-will)
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Safe Deposit Box\
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Safe Deposit Box explained - Atticus breaks down legal terms. Here's what you should know.\
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Safe Deposit Box explained - Atticus breaks down legal terms. Here's what you should know.\
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Aaron Schnoor\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/safe-deposit-box)
\
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Probate Court\
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A probate court is the local court that handles everything around estate settlement and probate. \
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A probate court is the local court that handles everything around estate settlement and probate. \
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Ben Hopf\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/what-is-a-probate-court)
\
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Trust\
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A trust is a fiduciary instrument that provides legal protection for assets, appoints trustee(s), and offers tax advantages during estate settlements. \
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A trust is a fiduciary instrument that provides legal protection for assets, appoints trustee(s), and offers tax advantages during estate settlements. \
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Phifer Ozimek\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/trust)
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Trustee\
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Trustee explained - Atticus breaks down legal terms. Here's what you should know.\
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Trustee explained - Atticus breaks down legal terms. Here's what you should know.\
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Aaron Schnoor\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/what-is-a-trustee)
\
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Statute of Limitations\
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Statute of Limitations explained - Atticus breaks down legal terms. Here's what you should know.\
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Statute of Limitations explained - Atticus breaks down legal terms. Here's what you should know.\
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Jack Wilkes\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/statute-of-limitations)
\
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Net Worth\
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Net worth is the total value of all assets minus the total value of all liabilities owed. It is a quantitative concept that can be used to measure the economic value of an individual, corporation, sector, or country.\
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Net worth is the total value of all assets minus the total value of all liabilities owed. It is a quantitative concept that can be used to measure the economic value of an individual, corporation, sector, or country.\
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Gabe Hoffman\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/net-worth)
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Market Value\
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Market Value explained - Atticus breaks down financial terms. Here's what you should know.\
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Market Value explained - Atticus breaks down financial terms. Here's what you should know.\
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Gabe Hoffman\
\
December 20, 2020\
\
December 20, 2020](https://www.weareatticus.com/terms/market-value)
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Grantor\
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Grantor explained - Atticus breaks down legal terms. Here's what you should know.\
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Grantor explained - Atticus breaks down legal terms. Here's what you should know.\
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Aaron Schnoor\
\
December 19, 2020\
\
December 19, 2020](https://www.weareatticus.com/terms/grantor)
\
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Abatement \
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Abatement is what happens when an estate doesn’t have the cash or assets to give what is stated in the will. This happens when expenses and debts are higher than expected.\
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Abatement is what happens when an estate doesn’t have the cash or assets to give what is stated in the will. This happens when expenses and debts are higher than expected.\
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Jack Wilkes\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/abatement)
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Intestate\
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Intestate explained - Atticus breaks down estate terms. Here's what you should know.\
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Intestate explained - Atticus breaks down estate terms. Here's what you should know.\
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Aaron Schnoor\
\
December 3, 2020\
\
December 3, 2020](https://www.weareatticus.com/terms/what-is-intestate)
\
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Estate\
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An estate is everything, both tangible and in-tangible, that someone leaves behind. \
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An estate is everything, both tangible and in-tangible, that someone leaves behind. \
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Ben Hopf\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/estate)
\
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Probate\
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Probate explained — Atticus breaks down legal terms. Here's what you should know.\
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Probate explained — Atticus breaks down legal terms. Here's what you should know.\
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Ben Hopf\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/what-is-probate)
\
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Petition for Probate\
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Petition for Probate is the formal process of requesting that the local probate court, via a form, appoint the desired executor or personal representative to act on behalf of the deceased's estate. \
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Petition for Probate is the formal process of requesting that the local probate court, via a form, appoint the desired executor or personal representative to act on behalf of the deceased's estate. \
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Nathan Phelps\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/petition-for-probate)
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Fiduciary\
\
Fiduciary explained - Atticus breaks down legal terms. Here's what you should know.\
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Fiduciary explained - Atticus breaks down legal terms. Here's what you should know.\
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Nathan Phelps\
\
December 19, 2020\
\
December 19, 2020](https://www.weareatticus.com/terms/what-is-a-fiduciary)
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Beneficiary\
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Beneficiary explained - Atticus breaks down estate terms. Here's what you should know.\
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Beneficiary explained - Atticus breaks down estate terms. Here's what you should know.\
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Nathan Phelps\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/what-is-a-beneficiary)
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Executrix\
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Executrix explained - Atticus breaks down estate terms. Here's what you should know.\
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Executrix explained - Atticus breaks down estate terms. Here's what you should know.\
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Aaron Schnoor\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/executrix)
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Executor\
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Executor explained - Atticus breaks down estate terms. Here's what you should know.\
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Executor explained - Atticus breaks down estate terms. Here's what you should know.\
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\
Ben Hopf\
\
December 2, 2020\
\
December 2, 2020](https://www.weareatticus.com/terms/executor)
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