Blog Post
Announcing Same-Day Financial Discovery
OUR BLOG

The latest industry news and resources

Innovate Blog Post

The Executor’s Guide to Identifying Personal Property and Valuables in an Estate

Guide for executor on identifying, valuing, and distributing personal property and valuables in estate.

Innovate Blog Post

Navigating Vehicle Titles After a Death: What Executors Need to Know

Managing vehicle titles after death: executor locates, notifies DMV, updates insurance, follows state laws. Detailed records.

Innovate Blog Post

The Executor's Dilemma: Balancing Responsibilities and Personal Finances

Tackle the Executor's Dilemma by balancing responsibilities and personal finances effectively.

Innovate Blog Post

Finding Property Titles and Deeds: Essential Steps for Settling an Estate

Finding property titles and deeds during estate settlement: crucial steps and professional assistance tips.

Innovate Blog Post

How to Locate Investment Accounts During Estate Administration

Responsibility of estate administrator in locating and managing investment accounts during estate settlement.

Innovate Blog Post

Tracking Down Retirement Accounts: A Step-by-Step Guide for Estate Executors

Essential guide for estate executors to locate, manage deceased's retirement accounts systematically and effectively.

Innovate Blog Post

How to Find and Manage Credit Card Accounts After a Loved One Passes Away

Guide for managing deceased's credit cards: find, close accounts, pay debts, prevent fraud, seek help.

Innovate Blog Post

Uncovering Hidden Bank Accounts: A Guide for Executors and Trustees

As an executor, finding hidden bank accounts involves thorough search, professional help, and legal compliance.

Innovate Blog Post

Utah's Simplified Probate Process: A Quick Guide for Executors

Guide for Utah executors: Simplified probate for estates <$100k, no real estate. Steps: eligibility, affidavit, distribution.

Discover accounts now

It takes less that 2 minutes to get started.
Sunset estate software financial accounts discovery