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Executor & probate

Being named executor means you're the project manager for someone's estate. You don't need to be a lawyer. Start with Executor 101, then use the rest to answer the questions as they come: probate, trusts, timelines, pay, and doing it from another state.

Every guide, in reading order

9 guides

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

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

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

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

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

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

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

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

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

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