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Preparing Your Client’s Estate Taxes Ahead of Tax Season

By: HeirSearch. As a trust and estate administrator or attorney, tax season can be stressful for both you and your clients. And whether you’re in the midst of estate planning for a client or managing a decedent’s estate taxes, staying tuned into the constantly evolving laws and regulations is essential to fulfilling your fiduciary duty. […]

Estates, Trusts, & Climate Change: What’s Your Role as a Legal Pro...

By: HeirSearch. Climate change is increasingly becoming a significant concern for individuals and organizations world...

Heckerling Conference 2023 & Dynasty Trust Considerations

By: HeirSearch. We hope that your January has been a solid start to the new year. HeirSearch was a proud sponsor of t...

Charitable Giving & Your Client’s Estate Plan

By: HeirSearch. One of the common challenges legal professionals may face in the probate process is handling their cl...

Talking to Millennials About Estate Planning & Digital Assets

By: HeirSearch. As most Millennials approach or have already entered their 40s, having conversations about estate pla...

Estate and Gift Planning Awareness Month

By: HeirSearch. For many of us, the Fall season represents an opportunity to spend more time with our families and lo...

HeirSearch Executives Share Forensic Genealogy Insights

By: HeirSearch. HeirSearch’s most recent article series overviews what we believe are essential guidelines when...