Close

Articles Posted in Estate Planning

Updated:

Indiana Probate Court Local Rules and Trust Administration Filing Details Families Miss

Probate and trust administration in Indiana can feel routine until a filing is rejected, a hearing is continued, or a family learns that a county has its own procedural requirements. State statutes set the framework, yet local court rules often control the day-to-day mechanics that determine whether a matter moves…

Updated:

How Updated Bank Verification Rules Affect Estate Administration For Indiana Families In 2025

Financial institutions have tightened their verification and authentication procedures following several well-publicized fraud incidents between 2024 and 2025. These policy shifts now influence how personal representatives, surviving spouses, and agents under powers of attorney access accounts after a customer dies. Indiana families may notice that tasks which once required a…

Updated:

The Rising Trend Of Digital Estate Audits And How AI-Generated Assets Shape Inheritance

Digital estate audits have become one of the most critical developments in estate planning in 2025. Families now generate value in ways that traditional documents never contemplated, and many do not realize how much of their wealth exists online. Artificial intelligence tools, subscription platforms, cloud storage systems, cryptocurrency, and monetized…

Contact Us