Guides on protecting your assets and making things clearer for the people you love.
An honest, side-by-side comparison of the top digital estate planning apps in 2026 — Perpetual21, Everplans, Cake, and Trustworthy — to help you pick the right one for your family's assets.
Read article →A complete guide to how beneficiary designations work, why they override your will, common mistakes, and a step-by-step checklist to get every account right.
Read →A step-by-step guide to organizing your finances so your family can find every account, policy, and asset — without a scavenger hunt.
Read →A complete guide to what happens to every asset you own when you die — bank accounts, 401k, real estate, crypto, life insurance, and more — and how to protect your family.
Read →When a loved one dies, their bank accounts don’t disappear — but finding them can be surprisingly difficult. Here’s exactly how to locate every account, from mail clues to state databases.
Read →How to search for a deceased relative's life insurance policy using the NAIC locator, state unclaimed property, and the paper trail, based on NAIC and ACLI guidance.
Read →How to search for unclaimed property, lost retirement plans, savings bonds and tax refunds after a death, using NAUPA, MissingMoney, the Department of Labor and PBGC.
Read →Life events change everything — but most people forget to update their beneficiaries. Here's when to review them and exactly how to do it.
Read →When no beneficiary is named on an account, your family faces probate court, frozen assets, and months of delays. Here's exactly what happens — and how to prevent it.
Read →A financial emergency binder gives your family everything they need if crisis strikes — here's exactly what to put in yours, section by section.
Read →A complete asset inventory checklist covering every account, policy, property, and digital asset your family needs to find and recover if something happens to you.
Read →A step-by-step checklist for organizing your finances so your family can find everything they need if something happens to you.
Read →In most households, one spouse manages the finances and the other is largely in the dark — and when the managing spouse dies, that gap becomes a crisis.
Read →Millions of life insurance policies go unclaimed every year because families can't find them. Here's how to make sure yours isn't one of them.
Read →Brokerage account inheritance doesn't have to mean probate or delays — here's exactly how to pass your investment accounts to your heirs without the headaches.
Read →Real estate is the most valuable asset most families own — and one of the most complicated to transfer at death. Here's what happens if you don't have a plan.
Read →Life insurance after death doesn't pay itself — your family has to claim it. Here's why policies go unclaimed and how to make sure yours doesn't.
Read →Your 401(k) bypasses your will entirely — it goes to whoever is named on a form you probably filled out decades ago. Here's what actually happens to retirement accounts when you die, and the mistakes that cost families everything.
Read →Roughly 3.7 million Bitcoin is permanently lost — much of it from people who died without leaving access instructions. Here's how to make sure your family can actually inherit your crypto.
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