Atticus
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Stories and Ideas on estate planning and related topics. Atticus is a fintech company that designs educational resources and helpful tools that help people navigate the confusion of probate and estate settlement.
Atticus
10M ago
As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor ..read more
Atticus
10M ago
Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process ..read more
Atticus
1y ago
Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients ..read more
Atticus
1y ago
A few years ago we started with a bold mission— simplify the process of navigating probate and settling an estate after the loss of a loved one. Sharing an update on our progress towards transforming the future of Probate & Estate Settlement ..read more
Atticus
1y ago
While letters testamentary and letters of administration are often used interchangeably, they are not the same thing ..read more
Atticus
1y ago
Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations ..read more
Atticus
1y ago
An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things ..read more
Atticus
1y ago
Knowing how to read a will is an important part of being an executor — otherwise you're flying blind! And they aren't that bad if you know what to look for ..read more
Atticus
1y ago
One of the first things that happens after someone passes is the signing and delivery of a death certificate. But who needs them and how many should you get? Here's the answer ..read more
Atticus
1y ago
You've looked everywhere and think the will may be in the safe deposit box. What in the world do you do now ..read more