The blog

Written by someone who has been through it.

Practical guides, checklists, and honest advice for executors and families going through estate settlement.

Latest

The 10% Myth: What Executors Actually Get Paid

No state pays an executor 10% of the estate. How compensation really works, why executors deserve to be paid, and how to handle the money conversation with your family.

Shannon Donnelly · · 7 min read

How Ready Is Your Family for a Death? A 10-Minute Gut Check

Ten honest questions that reveal exactly where your family would get stuck, and the shortest path to fixing the gaps you find.

Shannon Donnelly · · 6 min read

Beyond the Will: The Details a Will Doesn't Cover

A valid will still leaves your family guessing about passwords, funeral wishes, pets, and the sentimental items they will actually fight over.

Shannon Donnelly · · 7 min read

What a Death Really Costs Your Family: In Time, Not Just Money

Twenty months and $12,500 is the average, but the real currency is hours. Where those hours actually go, and which ones preparation can erase.

Shannon Donnelly · · 7 min read

When Time Is Short: Preparing After a Terminal Diagnosis

What to handle first when the timeline is measured in months, in the order that actually matters, so the remaining time belongs to your family.

Shannon Donnelly · · 8 min read

The Emotional Work Nobody Warns You About in End-of-Life Planning

The forms take an afternoon. The feelings take longer. What actually makes planning hard, and how to move through it without white-knuckling.

Shannon Donnelly · · 6 min read

For Advisors and Attorneys: Helping Clients Get Truly Organized

Your clients signed the documents and their families still can't find anything. The gap between a valid plan and a usable one, and how to close it.

Shannon Donnelly · · 7 min read

Where's the Will? Finding the Documents Your Family Will Need

Half of estate settlement is a scavenger hunt nobody signed up for. Where wills actually hide, what else your family will need, and how to end the hunt before it starts.

Shannon Donnelly · · 8 min read

Funeral Wishes: Making Your Preferences Known (Before Anyone Needs Them)

Six major decisions hit your family in the first 48 hours. Three written sentences from you can remove the hardest ones.

Shannon Donnelly · · 7 min read

Settling an Estate From Another State: The Long-Distance Reality

What must happen in person, what can be done remotely, and how to plan the two or three trips that actually matter.

Shannon Donnelly · · 9 min read

One Place for the People Who Matter: Building Your Key Contacts List

Your family will need twenty specific people within days, and right now they're locked in your phone with no context. The one-evening fix.

Shannon Donnelly · · 6 min read

How to Write a Farewell Letter (When You Don't Know What to Say)

A gentle, practical guide to writing the letter your family will keep forever: what to include, what to leave out, and how to start when the page is blank.

Shannon Donnelly · · 7 min read

Getting Your Affairs in Order: A Calm 30-Day Checklist

A month of small, unscary steps that leave your family a map instead of a mystery. Twenty to forty minutes at a time, no doom paperwork weekends.

Shannon Donnelly · · 9 min read

The Password Problem: Why Your Family Can't Get Into Anything

When someone dies, their passwords die with them. How families get locked out of email, photos, and money, and the 30-minute fix that prevents it.

Shannon Donnelly · · 8 min read

How to Manage an Estate Well — and Actually Make Money for Your Family

Smart estate management strategies that protect and grow your family's inheritance — from real estate decisions to investment accounts and personal property.

Shannon Donnelly · · 10 min read

What Siblings Wish They Had Done Before Their Parent Died

The conversations, documents, and decisions families wish they had handled before a parent's death — and what you can still do right now.

Shannon Donnelly · · 9 min read

The Emotional Stages of Settling an Estate (And Why It Takes So Long)

Estate settlement has its own emotional arc — from the fog of early grief to the complications and the long middle. Here's what to expect and what helps at each stage.

Shannon Donnelly · · 10 min read

How to Handle a Timeshare After a Parent Dies

Inherited a timeshare? Here's how to understand what you're dealing with, your options for keeping, selling, or exiting it, and how to avoid costly mistakes.

Shannon Donnelly · · 8 min read

What Happens When There's No Will — Intestate Succession Explained

About 60% of Americans die without a will. Here's how intestate succession works, who inherits, what surprises families, and what to do right now.

Shannon Donnelly · · 10 min read

Estate Settlement in California: Complete Probate Guide (2026)

Everything you need to know about settling an estate in California — probate thresholds, timelines, taxes, and step-by-step checklists for executors.

Shannon Donnelly · · 11 min read

Estate Settlement in Texas: Complete Probate Guide (2026)

A practical guide to settling an estate in Texas — independent administration, community property rules, and step-by-step executor checklists.

Shannon Donnelly · · 11 min read

Estate Settlement in Florida: Complete Probate Guide (2026)

Everything you need to know about settling an estate in Florida — homestead protections, summary administration, and executor duties.

Shannon Donnelly · · 11 min read

Estate Settlement in New York: Complete Probate Guide (2026)

A practical guide to settling an estate in New York — Surrogate's Court process, state estate tax cliff, and step-by-step executor checklists.

Shannon Donnelly · · 11 min read

Estate Settlement in Illinois: Complete Probate Guide (2026)

Everything you need to know about settling an estate in Illinois — independent administration, state estate tax, and executor duties.

Shannon Donnelly · · 11 min read

Will vs. Trust vs. Probate: What's the Difference?

A clear breakdown of wills, trusts, and probate — what each one does, how they differ, and which your family needs.

Shannon Donnelly · · 9 min read

Do I Need Probate? A Simple Guide to Know for Sure

Whether probate is required depends on estate size, asset titles, and your state. Here's how to figure out your situation.

Shannon Donnelly · · 7 min read

What Is a Living Trust? (And Do You Really Need One?)

How living trusts work, what they cost, when they make sense, and the one mistake that makes them worthless.

Shannon Donnelly · · 8 min read

Probate Explained: How Long It Takes and What to Expect

A phase-by-phase breakdown of the probate process, from filing to closing, with realistic timelines for each stage.

Shannon Donnelly · · 9 min read

How to Help Your Parents Get Their Affairs in Order

A practical guide to helping your parents organize their estate plan, documents, and wishes — while they still can.

Shannon Donnelly · · 8 min read

What to Ask Your Parents Before They Die: A Complete Checklist

Practical, financial, and personal questions you can only ask while your parents are alive. Don't wait until it's too late.

Shannon Donnelly · · 8 min read

Helping Your Aging Parents Organize Important Documents

A step-by-step system to help your parents organize wills, insurance, accounts, and digital access before it's needed.

Shannon Donnelly · · 7 min read

Having the End-of-Life Conversation With Your Parents

How to talk to your parents about healthcare wishes, funeral plans, and final messages — before it's too late to ask.

Shannon Donnelly · · 9 min read

How to Deal with Family Disputes During Estate Settlement

Why families fight over estates, how to handle active disputes, and the one thing that prevents most conflicts.

Shannon Donnelly · · 9 min read

Setting Yourself Up for Success as an Executor

Practical tips for new executors: what to expect, how to get organized, communicate with family, and avoid burnout.

Shannon Donnelly · · 10 min read

What Happens to Bank Accounts When Someone Dies?

Step-by-step guide for every scenario — joint accounts, sole accounts, POD beneficiaries, and what to do when the bank freezes access after a death.

Shannon Donnelly · · 10 min read

How to Handle a Parent's House After They Die

The legal steps, emotional weight, and practical decisions for handling the family home after a parent dies. Mortgage, selling, taxes, and family disagreements.

Shannon Donnelly · · 11 min read

How Long Does Estate Settlement Actually Take?

The average estate takes 20 months. Here's what causes the delays month by month and what you can do to speed things up.

Shannon Donnelly · · 10 min read

Digital Assets After Death: Social Media, Crypto, Subscriptions, and Email

How to find, access, and manage social media, cryptocurrency, email, subscriptions, and every other digital account after someone dies.

Shannon Donnelly · · 12 min read

Executor 101: I Was Named Executor — Now What?

A practical, honest guide for the person who just found out they're in charge of settling a loved one's estate.

Shannon Donnelly · · 8 min read

The First 7 Days After Losing a Parent: What to Do (and What Can Wait)

A practical day-by-day guide for the worst week of your life — written by someone who's been through it.

Shannon Donnelly · · 10 min read

How to Avoid Family Fights During Estate Settlement

Why 44% of families fight over estates — and the specific things you can do to make sure yours isn't one of them.

Shannon Donnelly · · 9 min read

The Paperwork Nightmare: Every Document You Need After a Parent Dies

A complete checklist of the documents you'll need to settle an estate — because 67% of families can't find them when it matters most.

Shannon Donnelly · · 12 min read