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HeirSearch: Proud Corporate Sponsor of the 35th Annual RPTE National CLE Conf...

By: HeirSearch We are excited to announce that HeirSearch is a proud corporate sponsor of the 35th Annual RPTE National CLE Conference, held in person from May 10-12, 2023, in Washington, D.C. This conference, hosted by the American Bar Association (ABA), is one of the year’s most significant events for attorneys and other professionals who […]

Celebrating Financial Literacy Month with The Financial Awareness Foundation

By: HeirSearch. Spring is in full swing, marking a time for reflection and the prospect of rejuvenation and growth in...

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 cl...

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...