ESTATES & TRUST RESOURCES
Inheriting a home can come with important decisions and a lot of unknowns. Explore resources to help you understand your options, navigate the process, and make thoughtful decisions about an inherited property.
Below you’ll find articles, guides, and resources we’ve made to help you buy, sell, own, and plan a little smarter.
Some are available to everyone. For anything marked Library Card Required, you’ll need a password to get in.
and we'll send you the password to access the full library.
Guide
Property After Someone Dies
Inventory and Estimate Property Value
California’s guide to inheriting and transferring property.
How to identify estate property, ownership and estimated values.
What Is a Revocable Living Trust?
Help for Trustees Under a Revocable Living Trust
A simple introduction to trusts and who manages trust property.
What it Covers
Trustee responsibilities, property management and recordkeeping.
Inherited Property: Gifts, Basis and Taxes
Federal tax questions about inherited property and its sale.