April 15,
2025

Navigating Trust Administration After Death: A Guide

When someone passes away, it's an incredibly difficult time. On top of the grief, there can be the worry of handling that person's affairs, especially if you are named as the successor trustee. The process of managing and distributing assets from a trust, known as trust administration after death, can seem confusing and overwhelming.

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Understanding How to Get Reimbursed for Funeral Expenses from Living Trust | AmerieEstate Legal Plan
April 04,
2025

Understanding How to Get Reimbursed for Funeral Expenses from Living Trust

Losing a loved one is one of life’s most challenging experiences. In addition to the emotional grief and loss, families often find themselves dealing with a range of unexpected responsibilities, including handling the logistics and financial aspects of the funeral. One question that frequently comes up during this difficult time is: Can I be reimbursed for the funeral expenses I paid for a loved one?

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March 15,
2025

How Does a Trust Work When Someone Dies?

How does a trust work when someone close to you passes away, figuring out what happens next with their assets can be tough. If a trust is involved, this process, called trust administration, directs how assets get managed and distributed. Trust administration helps ensure things go according to plan, as your loved one intended.

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March 10,
2025

Avoid Unclaimed Property: How a Living Trust Protects Your Assets

Did you know that over $70 billion in unclaimed property is currently held by state governments? These funds include forgotten bank accounts, uncashed checks, retirement savings, life insurance policies, and digital assets—all left behind because there was no estate planning in place. Without a clear plan, your hard-earned assets could be lost in legal limbo instead of benefiting your loved ones.

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March 03,
2025

Protect Your Home: Why and How to Add Your Living Trust to Your Home Insurance Policy

Are you setting up a trust to protect your assets and to pass down to your children? It might be something you never thought about. But did you know that your homeowner's policy might not fully cover your living trust trust if you do not properly add trust to homeowners insurance? You do not want to find out the hard way that your insurance won't pay out when you need it most.

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