Blog Post
Announcing Same-Day Financial Discovery
OUR BLOG

The latest industry news and resources

Innovate Blog Post

Decoding Legal Jargon: Executor Terms Every Executor Should Know

Grasp Executor Terms to decode legal jargon for effective estate management.

Innovate Blog Post

Executor Bonds: Understanding Your Fiduciary Responsibilities and Liabilities

Gain clarity on fiduciary responsibilities and liabilities with insights from Executor Bonds.

Innovate Blog Post

Executor's Essentials: Must-Knows for Managing Estates

Manage estates effectively: understand role, gather documents, communicate, secure assets, pay debts, seek professional guidance.

Innovate Blog Post

Legacy Planning: Securing Your Estate for Future Generations

Legacy planning: comprehensive estate plan, tax-efficient strategies, communicate values and wishes for future generations.

Innovate Blog Post

The Executor's Role in Probate: Navigating the Legal Process with Confidence

Navigate the legal process with confidence through demystification of The Executor's Role in Probate.

Innovate Blog Post

Avoiding Pitfalls: Common Mistakes Executors Make and How to Avoid Them

Avoid common executor mistakes and pitfalls for smooth estate management.

Innovate Blog Post

Smooth Sailing: Tips for Streamlined Estate Settlement

Streamline estate settlement: gather documents, communicate, work with professionals, stay organized, be proactive, review regularly.

Innovate Blog Post

Executor's Checklist: Essential Tasks for Successful Estate Administration

Execute essential tasks for successful estate administration using the Executor's Checklist.

Innovate Blog Post

Beneficiaries Beware: Maximizing Your Inheritance

Explore maximizing inheritance: understand rights, minimize taxes, protect assets, and plan for the future.

Discover accounts now

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