Guides for getting your affairs in order

Practical, sourced answers for the United States: what an executor does, what to do when someone dies, what belongs in a family binder, how to handle online accounts, and how to talk with your parents. Updated as rules and tools change. Search the guides if you already know what you are looking for.

Getting affairs in order

These guides help you set up the documents and habits that make your wishes clear before anything happens. Start here if you are getting your affairs in order for the first time or reviewing them after a few years.

Do I need a will?

Do I need a will? Yes for most adults. See who needs one, what happens without one, when a lawyer helps, state rules, costs, and a step-by-step checklist.

Updated September 23, 2026

How do you get a conservatorship?

How do you get a conservatorship in the US: who can petition, the court steps, what it costs, how the process differs by state, and a printable checklist.

Updated September 29, 2026

How much does a cremation cost?

See average direct cremation costs, what a full-service cremation adds, state rules on timing and authorization, and how to compare prices before you buy.

Updated September 24, 2026

How do you become a conservator?

How to become a conservatorship in the US: who qualifies to serve, background checks, training rules, disqualifying factors, costs, and the steps courts require.

Updated September 29, 2026

How do you obtain a conservatorship?

How to obtain a conservatorship in the US: who can petition, who the court prefers to appoint, the steps, sourced costs, and how it varies by state.

Updated September 25, 2026

How do I find a lawyer for conservatorship?

How to find a lawyer for conservatorship, what conservatorship lawyers cost, when a court appoints one for free, and questions to ask before you hire.

Updated September 30, 2026

What does conservatorship mean?

The meaning of conservatorship in US law: conservator of the person vs. the estate, how courts create one, what it costs, and how state terms differ.

Updated September 30, 2026

Who will take care of my pet if I die?

Who will take care of my pet if I die: naming a caregiver and backup, pet trusts vs informal plans, what to write down, and a wallet card, sourced.

Updated September 25, 2026

What is step-up in basis?

What step-up in basis means for inherited property, how the IRS rule works, what it does and doesn't cover, and how to document it in a family guide.

Updated September 30, 2026

After a death

These guides walk through what to do in the days and months after someone dies, in the order it usually needs to happen. Use them alongside a family guide so nothing gets missed.

How to notify credit bureaus of a death

How to notify credit bureaus of a death: what Equifax, Experian and TransUnion need, why one notice reaches all three, closing cards, and who pays debts.

Updated September 28, 2026

What is green burial, and how does it work?

What is green burial? A plain-English guide to Green Burial Council certification, costs, casket and vault rules, state law, and a planning checklist.

Updated September 21, 2026

How many death certificates do I need?

How many certified death certificates you need, who requires one, typical cost by state, and how to order more later. Sourced, plain English.

Updated September 30, 2026

How to write a eulogy, step by step

How to write a eulogy step by step, with specific guidance for a father, mother, dad or mom, plus length, cost, structure and a printable checklist.

Updated September 24, 2026

Does power of attorney end at death?

Does power of attorney end at death? Yes, financial and healthcare POA end the moment the person dies. Learn what the agent must stop doing and who takes over.

Updated September 24, 2026

What is bereavement leave?

What is bereavement leave, who has to offer it, how many days are typical, and how California and five other states set their own rules.

Updated September 19, 2026

What is green burial?

What is green burial? A plain-English guide to the process, Green Burial Council certification, typical costs, and how state law affects your choices.

Updated September 30, 2026

Documents and where to keep them

These guides cover which documents matter, how long to keep them, and where to store originals so your family can find them. They pair with any planning checklist you are already using.

The handoff step, step by step

Omliva's handoff step: four dated confirmations that make your family guide reachable, done in your own Google Drive, iCloud, OneDrive or Dropbox account.

Updated September 28, 2026

Digital life

These guides explain what happens to online accounts, passwords and digital assets when someone dies, and how to prepare for it now. They cover the built-in tools that companies like Apple and Google already offer.

How to memorialize a Facebook account

How to memorialize a Facebook account after a death: who can request it, what proof you need, what changes, and how a legacy contact works.

Updated September 28, 2026

Family conversations

These guides help you start conversations about aging, estates and family wishes without it turning into a fight. They include scripts and a plan for running a fair family meeting.

What to do with a house after a parent dies

What to do with a house after a parent dies: securing it, the mortgage rules for heirs, utilities, title and taxes, and selling versus keeping it.

Updated September 24, 2026

Benefits, money and taxes

These guides explain the government and insurance benefits a family can claim after a death, and the deadlines that come with them. They cover Social Security, VA benefits, life insurance and Medicaid estate recovery.

Do you pay taxes on inheritance?

Do you pay taxes on inheritance? Usually not federally. See when tax applies, which five states tax heirs, and how to avoid common mistakes.

Updated September 28, 2026

How long is a pension paid after death?

How long a pension is paid after death depends on the payout option chosen at retirement. See survivor rules for private, federal, military and state pensions.

Updated September 25, 2026

How to file taxes for a deceased person

How to file taxes for a deceased person: who must file, deadlines, Form 1310, signing rules, Form 1041, state variation, common mistakes, and a checklist.

Updated September 23, 2026

Do you pay taxes when you inherit money?

A plain-English guide to inheriting money and taxes: what the IRS taxes, what it doesn't, state inheritance tax, inherited IRAs, and selling an inherited house.

Updated September 28, 2026

What are the rules for an inherited IRA RMD?

The rules for an inherited IRA RMD: who must take annual withdrawals, the 10-year deadline, eligible beneficiaries, spouse options, and the tax penalty.

Updated September 30, 2026

What is step-up in basis?

What is step-up in basis? A plain-English answer: how the IRS rule resets an inherited asset's cost, what it covers, what it saves, and how to record it.

Updated September 23, 2026

Comparisons

These guides compare end of life planners, binders and apps so you can see what each one actually includes and costs. Omliva is one option among several and is described the same way as the rest.