Estate Planning
The Blended Family Executor's Survival Guide
Navigate estate execution when stepparents and stepsiblings are beneficiaries. Practical strategies for building trust where none exists.
10 min read
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The HeirPortal Blog
Guides and insights for estate executors and families navigating the probate process.
Estate Planning
How Top Estate Firms Are Cutting Communication Overhead by 80%
Most probate firms scale by hiring more staff. Smart ones eliminate redundant communication. Here's the playbook top estate practices use to reclaim paralegal hours.
7 min read
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Estate Planning
They Think You're Hiding Something: Managing Family Suspicion as Executor
Learn why family conflicts arise during estate execution and how proactive transparency can transform you from suspect to trusted leader.
8 min read
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Estate Planning
When You're the Stepparent AND the Executor: A Survival Guide
Navigate estate execution when you're the stepparent managing stepchildren's inheritance. Strategies for leading when you're seen as the outsider.
10 min read
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Estate Planning
Tech Tools Every Executor Needs: A Simple Toolkit for Estate Management
Overwhelmed by probate chaos? These four essential tools help executors stay organized, communicate with family, and manage estates without the stress.
7 min read
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Estate Planning
Just Named Executor? What to Do First (And What Can Wait)
Overwhelmed after being named executor? Here's what actually needs to happen now, what can wait, and how to avoid early mistakes that create more stress later.
9 min read
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Estate Planning
6 Months Into Probate and Feeling Stuck? How to Regain Control
Probate taking longer than expected? Feeling lost in the messy middle? Here's how to tell if you're on track and regain control of the process.
7 min read
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Estate Planning
Managing Multiple Estates: The Professional Executor's Guide to Scaling Without Burnout
Strategies for attorneys and professional fiduciaries managing multiple estates simultaneously. Learn how to systematize family communication and deliver white-glove service at scale.
11 min read
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Estate Planning
Should You Say Yes to Being Executor? What to Know Before You Accept
Being named executor is an honor—but it's also a major commitment. Here's what to consider before you accept, and how to talk to aging parents about their estate plans.
9 min read
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Estate Planning
The Executor's Complete Guide to Probate: Everything You Need to Know
Complete guide to probate process, executor responsibilities, timelines, and common mistakes. Learn what you need to do and when to do it.
19 min read
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Estate Planning
Stop the Endless Phone Calls: Why Executors Need Centralized Communication
Tired of constant calls from family members? Learn how to centralize estate communication and reduce executor burnout in the probate process.
10 min read
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