{ "canonical_url": "https://planbeforeyoudie.app/data#facts", "columns": [ "slug", "topic", "claim", "publisher", "source_url", "checked_on", "next_check_on", "page" ], "content_sha256": "b484590e3eb620fce76570dcc1c107fa32e4523b62a5516d9d6cbf16ee29772f", "dataset_version": "3", "license": "https://creativecommons.org/licenses/by/4.0/", "name": "Checked planning facts", "note": "General information, not legal advice. Each row links to the official source we checked.", "publisher": "Plan Before You Die", "rows": [ { "checked_on": "2026-10-15", "claim": "Funeral homes generally report a death to Social Security.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-funeral-report", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "after-a-death" }, { "checked_on": "2026-10-15", "claim": "If a funeral home does not report a death, Social Security says to call the agency.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-report-by-phone", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "after-a-death" }, { "checked_on": "2026-10-15", "claim": "An eligible spouse may qualify for Social Security survivor benefits.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-survivors-eligibility", "source_url": "https://www.ssa.gov/survivor", "topic": "after-a-death" }, { "checked_on": "2026-10-22", "claim": "Alabama may let a surviving spouse or children claim when the deceased owner had no will or estate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Alabama State Treasury", "slug": "alabama-unclaimed-deceased-claim", "source_url": "https://unclaimed.alabama.gov/app/faq-claim", "topic": "alabama" }, { "checked_on": "2026-10-15", "claim": "Alabama lets owners file an online unclaimed property claim without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Alabama State Treasury", "slug": "alabama-unclaimed-direct-free", "source_url": "https://treasury.alabama.gov/unclaimed-property/", "topic": "alabama" }, { "checked_on": "2026-10-15", "claim": "Alabama requires a signed claim form, photo identification, and a Social Security number.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alabama/unclaimed-money", "publisher": "Alabama State Treasury", "slug": "alabama-unclaimed-identity-documents", "source_url": "https://unclaimed.alabama.gov/app/claim/how-to-complete", "topic": "alabama" }, { "checked_on": "2026-10-15", "claim": "Some Alabama claims require original documents instead of uploaded copies.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alabama/unclaimed-money", "publisher": "Alabama State Treasury", "slug": "alabama-unclaimed-original-documents", "source_url": "https://unclaimed.alabama.gov/app/claim-doc-upload", "topic": "alabama" }, { "checked_on": "2026-10-15", "claim": "Alabama limits each uploaded claim document to 10 MB.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alabama/unclaimed-money", "publisher": "Alabama State Treasury", "slug": "alabama-unclaimed-upload-size", "source_url": "https://unclaimed.alabama.gov/app/claim-doc-upload", "topic": "alabama" }, { "checked_on": "2026-10-15", "claim": "Alaska tells owners to verify the listed current or former address before filing online.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alaska/unclaimed-money", "publisher": "Alaska Unclaimed Property Program", "slug": "alaska-unclaimed-address-match", "source_url": "https://unclaimedproperty.alaska.gov/app/faq-claim", "topic": "alaska" }, { "checked_on": "2026-10-15", "claim": "Alaska puts the Claim ID and claim-status link in the confirmation email.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alaska/unclaimed-money", "publisher": "Alaska Unclaimed Property Program", "slug": "alaska-unclaimed-claim-reference", "source_url": "https://unclaimedproperty.alaska.gov/app/faq-claim", "topic": "alaska" }, { "checked_on": "2026-10-22", "claim": "Alaska holds unclaimed property in trust until its owner or legal heir claims it.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/states/alaska/unclaimed-money", "publisher": "Alaska Department of Revenue", "slug": "alaska-unclaimed-deceased-claim", "source_url": "https://dor.alaska.gov/docs/default-source/homepage-documents/revenue-sources-book---fall-2023.pdf?sfvrsn=de4f90fe_1", "topic": "alaska" }, { "checked_on": "2026-10-15", "claim": "Alaska drops a claim from tracking after an unanswered document request reaches 90 days.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/alaska/unclaimed-money", "publisher": "Alaska Unclaimed Property Program", "slug": "alaska-unclaimed-evidence-window", "source_url": "https://unclaimedproperty.alaska.gov/app/faq-claim", "topic": "alaska" }, { "checked_on": "2026-10-15", "claim": "Alaska provides its unclaimed property search and claim service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Alaska Unclaimed Property Program", "slug": "alaska-unclaimed-search-free", "source_url": "https://unclaimedproperty.alaska.gov/app/claim-search", "topic": "alaska" }, { "checked_on": "2026-10-22", "claim": "Apple says a Legacy Contact must be over 13 to request access, and the age varies by country or region.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/apple-legacy-contact", "publisher": "Apple", "slug": "apple-legacy-age", "source_url": "https://support.apple.com/en-us/102631", "topic": "apple" }, { "checked_on": "2026-10-15", "claim": "Adding a Legacy Contact requires an Apple device with iOS 15.2, iPadOS 15.2, or macOS Monterey 12.1 or later.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/apple-legacy-contact", "publisher": "Apple", "slug": "apple-legacy-device-requirements", "source_url": "https://support.apple.com/en-us/102631", "topic": "apple" }, { "checked_on": "2026-10-15", "claim": "Apple requires the access key and documentation of your death before a Legacy Contact can request access.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/apple-legacy-contact", "publisher": "Apple", "slug": "apple-legacy-key", "source_url": "https://support.apple.com/en-us/102631", "topic": "apple" }, { "checked_on": "2026-10-15", "claim": "A Legacy Contact cannot access passwords or passkeys stored in your iCloud Keychain.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/apple-legacy-contact", "publisher": "Apple", "slug": "apple-legacy-keychain", "source_url": "https://support.apple.com/en-us/102631", "topic": "apple" }, { "checked_on": "2026-10-15", "claim": "On an iPhone or iPad, Legacy Contact is under Sign-In & Security in your Apple Account settings.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/apple-legacy-contact", "publisher": "Apple", "slug": "apple-legacy-settings", "source_url": "https://support.apple.com/en-us/102631", "topic": "apple" }, { "checked_on": "2026-10-15", "claim": "Arizona requires name-change verification when the reported name differs from your current name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arizona/unclaimed-money", "publisher": "Arizona Department of Revenue", "slug": "arizona-unclaimed-changed-name", "source_url": "https://azdor.gov/unclaimed-property/owners-file-claim/filing-claim", "topic": "arizona" }, { "checked_on": "2026-10-22", "claim": "Arizona requires a notarized Affidavit for Collection of Personal Property for its deceased-owner claim process.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Arizona Department of Revenue", "slug": "arizona-unclaimed-deceased-claim", "source_url": "https://azdor.gov/unclaimed-property/owners-file-claim/filing-claim", "topic": "arizona" }, { "checked_on": "2026-10-15", "claim": "Arizona says its unclaimed property outreach never uses text messages, postcards, or faxes.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arizona/unclaimed-money", "publisher": "Arizona Department of Revenue", "slug": "arizona-unclaimed-no-text-outreach", "source_url": "https://azdor.gov/unclaimed-property/owners-file-claim/owners-faq", "topic": "arizona" }, { "checked_on": "2026-10-15", "claim": "Arizona accepts official photo identification or a notarized claim-form signature for this identity requirement.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arizona/unclaimed-money", "publisher": "Arizona Department of Revenue", "slug": "arizona-unclaimed-photo-or-notary", "source_url": "https://azdor.gov/unclaimed-property/owners-file-claim/filing-claim", "topic": "arizona" }, { "checked_on": "2026-10-15", "claim": "Arizona charges nothing to search for unclaimed property or file a claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Arizona Department of Revenue", "slug": "arizona-unclaimed-search-free", "source_url": "https://azdor.gov/unclaimed-property", "topic": "arizona" }, { "checked_on": "2026-10-15", "claim": "Arkansas shows the amount owed on the claim form after filing the claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arkansas/unclaimed-money", "publisher": "Arkansas Auditor of State", "slug": "arkansas-unclaimed-amount-private", "source_url": "https://auditor.ar.gov/search-for-property/", "topic": "arkansas" }, { "checked_on": "2026-10-22", "claim": "Arkansas requires evidence of heirship, such as a probated will or affidavit of heirship.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Arkansas Auditor of State", "slug": "arkansas-unclaimed-deceased-claim", "source_url": "https://auditor.ar.gov/search-for-property/", "topic": "arkansas" }, { "checked_on": "2026-10-15", "claim": "The Arkansas Auditor of State charges no fee to claim unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Arkansas Auditor of State", "slug": "arkansas-unclaimed-direct-free", "source_url": "https://auditor.ar.gov/search-for-property/", "topic": "arkansas" }, { "checked_on": "2026-10-15", "claim": "Arkansas limits electronic signatures to single-owner claims below $5,000.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arkansas/unclaimed-money", "publisher": "Arkansas Auditor of State", "slug": "arkansas-unclaimed-electronic-signature", "source_url": "https://auditor.ar.gov/search-for-property/", "topic": "arkansas" }, { "checked_on": "2026-10-15", "claim": "Arkansas requires notarization for claims of at least $1,000, stock, or safe deposit box contents.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/arkansas/unclaimed-money", "publisher": "Arkansas Auditor of State", "slug": "arkansas-unclaimed-notary-threshold", "source_url": "https://auditor.ar.gov/search-for-property/", "topic": "arkansas" }, { "checked_on": "2026-10-15", "claim": "1Password provides an Emergency Kit for signing in to your own account.", "next_check_on": "2027-01-14", "page": "", "publisher": "1Password", "slug": "batch4-1password-kit", "source_url": "https://support.1password.com/emergency-kit/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Amazon restricts account information and most account actions to requests from an authorized estate manager.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/amazon-account-after-death", "publisher": "Amazon", "slug": "batch4-amazon-authority", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Amazon can assist with deactivating an account even without every document required for authorization.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/amazon-account-after-death", "publisher": "Amazon", "slug": "batch4-amazon-deactivate", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Amazon can assist with stopping recurring deliveries even without every document required for authorization.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/amazon-account-after-death", "publisher": "Amazon", "slug": "batch4-amazon-deliveries", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Amazon can assist with ending subscriptions even without every document required for authorization.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/amazon-account-after-death", "publisher": "Amazon", "slug": "batch4-amazon-subscriptions", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Android supports manually starting a backup from device settings.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/cloud-backups", "publisher": "Google", "slug": "batch4-android-backup", "source_url": "https://support.google.com/android/answer/12760783?hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Google says a Google One device backup can take up to 24 hours.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/cloud-backups", "publisher": "Google", "slug": "batch4-android-backup-time", "source_url": "https://support.google.com/android/answer/12760783?hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AOL does not provide passwords or other login details for a deceased user's account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/yahoo-and-aol-accounts", "publisher": "AOL", "slug": "batch4-aol-login", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AOL reviews requests before deciding what account information or actions it can provide.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/yahoo-and-aol-accounts", "publisher": "AOL", "slug": "batch4-aol-review", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple recommends a device passcode to protect the data on your device.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/keep-your-passcode-safe", "publisher": "Apple", "slug": "batch4-apple-passcode", "source_url": "https://support.apple.com/en-us/119586", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple recovery contacts can give you a recovery code but do not get account access.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/keep-your-passcode-safe", "publisher": "Apple", "slug": "batch4-apple-recovery-contact", "source_url": "https://support.apple.com/en-us/102641", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "An iPhone requires its passcode after being turned on or restarted.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/keep-your-passcode-safe", "publisher": "Apple", "slug": "batch4-apple-restart", "source_url": "https://support.apple.com/en-us/119586", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple allows an additional trusted phone number that is not associated with your iPhone.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/two-factor-codes-on-your-phone", "publisher": "Apple", "slug": "batch4-apple-trusted-number", "source_url": "https://support.apple.com/en-us/122621", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "The iPhone Phone app supports sharing a voicemail message.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/voicemail-and-texts", "publisher": "Apple", "slug": "batch4-apple-voicemail-share", "source_url": "https://support.apple.com/guide/iphone/iph003dae603/ios", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple warns that changing a SIM card may delete voice messages.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/voicemail-and-texts", "publisher": "Apple", "slug": "batch4-apple-voicemail-sim", "source_url": "https://support.apple.com/guide/iphone/iph003dae603/ios", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AT&T advises keeping current service active until a number transfer finishes.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/keep-a-phone-line-active", "publisher": "AT&T", "slug": "batch4-att-active", "source_url": "https://www.att.com/wireless/switch-and-save/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AT&T asks families without the wireless account passcode to contact the company for help.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/att-after-a-death", "publisher": "AT&T", "slug": "batch4-att-death-help", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AT&T adds secondary online users from account profile Permissions.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/att-after-a-death", "publisher": "AT&T", "slug": "batch4-att-permissions", "source_url": "https://www.att.com/support/article/my-account/KM1040456/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AT&T says canceling the old service can cancel the number transfer and wireless order.", "next_check_on": "2027-10-15", "page": "", "publisher": "AT&T", "slug": "batch4-att-port", "source_url": "https://www.att.com/wireless/transfer-your-number/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "AT&T secondary online users can co-manage the account using their own AT&T IDs.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/att-after-a-death", "publisher": "AT&T", "slug": "batch4-att-role", "source_url": "https://www.att.com/support/article/my-account/KM1040456/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A free Bitwarden account on the same server can be an emergency contact.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/glossary/emergency-access", "publisher": "Bitwarden", "slug": "batch4-bitwarden-free-contact", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Bitwarden emergency requests can be approved by the account holder or after the configured wait expires.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/glossary/emergency-access", "publisher": "Bitwarden", "slug": "batch4-bitwarden-wait", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Facebook legacy contact cannot log in as the account holder.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/facebook-legacy-contact", "publisher": "Meta", "slug": "batch4-facebook-no-login", "source_url": "https://www.facebook.com/help/991335594313139?locale=en_GB", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Facebook legacy contact cannot read private messages.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/facebook-legacy-contact", "publisher": "Meta", "slug": "batch4-facebook-no-messages", "source_url": "https://www.facebook.com/help/991335594313139?locale=en_GB", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Facebook legacy contact can write a pinned post for a memorialized profile.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/facebook-legacy-contact", "publisher": "Meta", "slug": "batch4-facebook-pinned", "source_url": "https://www.facebook.com/help/991335594313139?locale=en_GB", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Gmail delegate can read, send and delete email for the account holder.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/email-on-your-phone", "publisher": "Google", "slug": "batch4-gmail-delegate", "source_url": "https://support.google.com/mail/answer/138350?co=GENIE.Platform%3DDesktop&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Gmail delegation does not let a delegate change the account password.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/email-on-your-phone", "publisher": "Google", "slug": "batch4-gmail-limit", "source_url": "https://support.google.com/mail/answer/138350?co=GENIE.Platform%3DDesktop&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Each Google backup code stops working after it is used.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/two-factor-codes-on-your-phone", "publisher": "Google", "slug": "batch4-google-code-once", "source_url": "https://support.google.com/accounts/answer/1187538?co=GENIE.Platform%3DAndroid&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Google tells account holders not to share their backup codes.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/two-factor-codes-on-your-phone", "publisher": "Google", "slug": "batch4-google-code-private", "source_url": "https://support.google.com/accounts/answer/1187538?co=GENIE.Platform%3DAndroid&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Google does not provide passwords or other login details after an account holder dies.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/digital-legacy", "publisher": "Google", "slug": "batch4-google-death-no-login", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Google Photos partner must have a Google Account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/google-photos-for-family", "publisher": "Google", "slug": "batch4-google-photo-invite", "source_url": "https://support.google.com/photos/answer/7378858?co=GENIE.Platform%3DAndroid&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Google Photos partner sharing works with one person at a time.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/google-photos-for-family", "publisher": "Google", "slug": "batch4-google-photo-one", "source_url": "https://support.google.com/photos/answer/7378858?co=GENIE.Platform%3DAndroid&hl=en", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple requires a home hub to share control on the latest version of Apple Home.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/smart-home-devices", "publisher": "Apple", "slug": "batch4-home-hub", "source_url": "https://support.apple.com/en-us/126270", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple Home lets you invite people to control smart home accessories.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/smart-home-devices", "publisher": "Apple", "slug": "batch4-home-invite", "source_url": "https://support.apple.com/en-us/102386", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple Home permissions can allow or prevent remote control of accessories.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/smart-home-devices", "publisher": "Apple", "slug": "batch4-home-permissions", "source_url": "https://support.apple.com/en-us/102386", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "iCloud Backup stores device information that is not already synced to iCloud.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/cloud-backups", "publisher": "Apple", "slug": "batch4-icloud-backup-scope", "source_url": "https://support.apple.com/en-us/108770", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Family Sharing is not required to use iCloud Shared Photo Library.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/icloud-photos-for-family", "publisher": "Apple", "slug": "batch4-icloud-photo-family", "source_url": "https://support.apple.com/guide/iphone/set-up-or-join-an-icloud-shared-photo-library-iph28ac9ea81/ios", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "All iCloud Shared Photo Library members can view, edit and delete contributed photos.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/icloud-photos-for-family", "publisher": "Apple", "slug": "batch4-icloud-photo-members", "source_url": "https://support.apple.com/guide/iphone/set-up-or-join-an-icloud-shared-photo-library-iph28ac9ea81/ios", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "An Instagram legacy contact cannot post, send messages or read messages as you.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/instagram-memorialization", "publisher": "Meta", "slug": "batch4-instagram-limited-contact", "source_url": "https://help.instagram.com/2936528529862624/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A memorialized Instagram profile without a legacy contact cannot be changed.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/instagram-memorialization", "publisher": "Meta", "slug": "batch4-instagram-no-legacy", "source_url": "https://help.instagram.com/231764660354188", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Nobody can log in to a memorialized Instagram profile.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/instagram-memorialization", "publisher": "Meta", "slug": "batch4-instagram-no-login", "source_url": "https://help.instagram.com/231764660354188", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Instagram lists Memorialization under Account ownership and control in Accounts Center.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/digital-legacy", "publisher": "Meta", "slug": "batch4-instagram-settings", "source_url": "https://help.instagram.com/1401340471077706/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Microsoft requires formal service of a valid subpoena or court order before considering release of account information.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/microsoft-account-after-death", "publisher": "Microsoft", "slug": "batch4-microsoft-court", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Microsoft generally cannot provide account information to someone who is not the account holder.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/email-on-your-phone", "publisher": "Microsoft", "slug": "batch4-microsoft-nonholders", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Microsoft cannot respond to faxed or emailed subpoenas or court orders for this process.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/microsoft-account-after-death", "publisher": "Microsoft", "slug": "batch4-microsoft-service", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple says each family member should use their own Apple Account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/two-phones-in-the-family", "publisher": "Apple", "slug": "batch4-separate-apple", "source_url": "https://support.apple.com/en-us/109040", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Sharing one Apple Account can mix data between family members.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/two-phones-in-the-family", "publisher": "Apple", "slug": "batch4-shared-apple-mixed", "source_url": "https://support.apple.com/en-us/109040", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "T-Mobile offers account closure after an account holder dies.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/t-mobile-after-a-death", "publisher": "T-Mobile", "slug": "batch4-tm-close", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "T-Mobile offers transfer of one or more lines to an account in the requester's name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/t-mobile-after-a-death", "publisher": "T-Mobile", "slug": "batch4-tm-transfer", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "T-Mobile says transfers or cancellations permanently delete voicemails and greetings.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/t-mobile-after-a-death", "publisher": "T-Mobile", "slug": "batch4-tm-voice", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Only the Verizon Account Owner can assign an Account Manager.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/keep-a-phone-line-active", "publisher": "Verizon", "slug": "batch4-verizon-manager", "source_url": "https://www.verizon.com/support/assign-account-manager-roles-faqs/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "A Verizon Account Manager cannot request reactivation of a line after the Account Owner dies.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/verizon-after-a-death", "publisher": "Verizon", "slug": "batch4-verizon-manager-limit", "source_url": "https://www.verizon.com/support/assign-account-manager-roles-faqs/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Verizon supports transferring a deceased person's mobile number to another Verizon account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/verizon-after-a-death", "publisher": "Verizon", "slug": "batch4-verizon-transfer", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Verizon tells families they can save voicemails before disconnecting a line.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/verizon-after-a-death", "publisher": "Verizon", "slug": "batch4-verizon-voice", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Yahoo does not provide passwords or login details for a deceased user's account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/yahoo-and-aol-accounts", "publisher": "Yahoo", "slug": "batch4-yahoo-login", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Yahoo's deceased-account help process applies to U.S. accounts.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/yahoo-and-aol-accounts", "publisher": "Yahoo", "slug": "batch4-yahoo-us", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "batch4-phones" }, { "checked_on": "2026-10-15", "claim": "Apple Passwords supports shared password groups for family and trusted contacts.", "next_check_on": "2027-01-14", "page": "", "publisher": "Apple", "slug": "apple-passwords-sharing", "source_url": "https://support.apple.com/en-us/guide/iphone/iphe6b2b7043/ios", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Bitwarden Emergency Access can give a trusted contact view or takeover access.", "next_check_on": "2027-01-14", "page": "", "publisher": "Bitwarden", "slug": "bitwarden-emergency-levels", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Adding a Bitwarden emergency contact requires premium access.", "next_check_on": "2027-01-14", "page": "", "publisher": "Bitwarden", "slug": "bitwarden-emergency-premium", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Bitwarden lets the account holder specify a waiting period for emergency access.", "next_check_on": "2027-01-14", "page": "", "publisher": "Bitwarden", "slug": "bitwarden-emergency-wait", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Dashlane offers an encrypted DASH file for its emergency-sharing preparation process.", "next_check_on": "2027-01-14", "page": "", "publisher": "Dashlane", "slug": "dashlane-emergency-encrypted-export", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Dashlane says its previous emergency contact feature was available only in its discontinued desktop app.", "next_check_on": "2027-01-14", "page": "", "publisher": "Dashlane", "slug": "dashlane-old-emergency-retired", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Google Password Manager lets you share a saved password with someone in your family group.", "next_check_on": "2027-01-14", "page": "", "publisher": "Google", "slug": "google-password-family-sharing", "source_url": "https://support.google.com/chrome/answer/95606?hl=en&co=GENIE.Platform%3DDesktop", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "The person named on Form 2848 must be eligible to practice before the IRS.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-2848", "publisher": "Internal Revenue Service", "slug": "irs-2848-eligible-person", "source_url": "https://www.irs.gov/forms-pubs/about-form-2848", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Form 2848 lists immediate family members among its representative categories.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-2848", "publisher": "Internal Revenue Service", "slug": "irs-2848-family-category", "source_url": "https://www.irs.gov/pub/irs-pdf/f2848.pdf", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Form 2848 authorizes an individual to represent you before the IRS.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-2848", "publisher": "Internal Revenue Service", "slug": "irs-2848-representation", "source_url": "https://www.irs.gov/forms-pubs/about-form-2848", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "The current Form 2848 PDF is marked January 2021.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-2848", "publisher": "Internal Revenue Service", "slug": "irs-2848-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f2848.pdf", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Form 8821 lets a person or organization you name inspect or receive the tax information you specify.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-8821", "publisher": "Internal Revenue Service", "slug": "irs-8821-information-scope", "source_url": "https://www.irs.gov/forms-pubs/about-form-8821", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Form 8821 does not authorize your designee to speak on your behalf.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-8821", "publisher": "Internal Revenue Service", "slug": "irs-8821-no-representation", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "The current Form 8821 PDF is marked January 2021.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-8821", "publisher": "Internal Revenue Service", "slug": "irs-8821-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f8821.pdf", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Forms 2848 and 8821 can be uploaded, mailed or faxed to the IRS.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-2848", "publisher": "Internal Revenue Service", "slug": "irs-authorization-filing-options", "source_url": "https://www.irs.gov/request-a-power-of-attorney-poa-or-tax-information-authorization-tia", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Paper Forms 2848 and 8821 mailed or faxed to the IRS need handwritten signatures.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/irs-form-8821", "publisher": "Internal Revenue Service", "slug": "irs-paper-authorization-signatures", "source_url": "https://www.irs.gov/request-a-power-of-attorney-poa-or-tax-information-authorization-tia", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Keeper Emergency Access is available for consumer accounts.", "next_check_on": "2027-01-14", "page": "", "publisher": "Keeper", "slug": "keeper-emergency-consumer", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "Keeper lets you delay emergency access for up to three months per contact.", "next_check_on": "2027-01-14", "page": "", "publisher": "Keeper", "slug": "keeper-emergency-wait", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "LastPass Emergency Access lets trusted LastPass users request vault access.", "next_check_on": "2027-01-14", "page": "", "publisher": "LastPass", "slug": "lastpass-emergency-access", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "LastPass lets you choose immediate emergency access or a waiting period.", "next_check_on": "2027-01-14", "page": "", "publisher": "LastPass", "slug": "lastpass-emergency-wait", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "National Healthcare Decisions Day is observed each year on April 16.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/health/healthcare-decisions-day", "publisher": "The Conversation Project", "slug": "nhdd-april-sixteen", "source_url": "https://theconversationproject.org/nhdd/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "The Conversation Project manages National Healthcare Decisions Day.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/health/healthcare-decisions-day", "publisher": "The Conversation Project", "slug": "nhdd-organizer", "source_url": "https://theconversationproject.org/nhdd/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "National Healthcare Decisions Day encourages advance care planning.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/health/healthcare-decisions-day", "publisher": "The Conversation Project", "slug": "nhdd-purpose", "source_url": "https://theconversationproject.org/nhdd/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "1Password offers an Emergency Kit to prepare for account access problems.", "next_check_on": "2027-01-14", "page": "", "publisher": "1Password", "slug": "onepassword-emergency-kit", "source_url": "https://support.1password.com/family-recovery-plan/", "topic": "batch4-tools" }, { "checked_on": "2026-10-15", "claim": "1Password recommends having another family organizer who can help recover family accounts.", "next_check_on": "2027-01-14", "page": "", "publisher": "1Password", "slug": "onepassword-family-organizer", "source_url": "https://support.1password.com/family-recovery-plan/", "topic": "batch4-tools" }, { "checked_on": "2026-10-22", "claim": "California accepts a deceased-owner claim from an heir, trustee or estate representative.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "California State Controller's Office", "slug": "audit-california-deceased-claim", "source_url": "https://sco.ca.gov/upd_faq_claiming-property.html", "topic": "california" }, { "checked_on": "2026-10-15", "claim": "California processes unclaimed property claims without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "California State Controller's Office", "slug": "california-unclaimed-claims-free", "source_url": "https://www.sco.ca.gov/upd_faq_claiming-property.html", "topic": "california" }, { "checked_on": "2026-10-15", "claim": "California owners can claim directly without paying a service charge.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/california/unclaimed-money", "publisher": "California State Controller's Office", "slug": "california-unclaimed-direct-claims", "source_url": "https://www.sco.ca.gov/upd_faq_claiming-property.html", "topic": "california" }, { "checked_on": "2026-10-15", "claim": "California has no claim deadline after property reaches the State Controller.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/california/unclaimed-money", "publisher": "California State Controller's Office", "slug": "california-unclaimed-no-deadline", "source_url": "https://www.sco.ca.gov/search_upd.html", "topic": "california" }, { "checked_on": "2026-10-15", "claim": "Colorado automatically sends some checks after confirming ownership of lost funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/colorado/unclaimed-money", "publisher": "Colorado Department of the Treasury", "slug": "colorado-unclaimed-automatic-check", "source_url": "https://unclaimedproperty.colorado.gov/", "topic": "colorado" }, { "checked_on": "2026-10-22", "claim": "Colorado requires proof of ownership or heirship with the claim form.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Colorado Department of the Treasury", "slug": "colorado-unclaimed-deceased-claim", "source_url": "https://unclaimedproperty.colorado.gov/app/faq-claim", "topic": "colorado" }, { "checked_on": "2026-10-15", "claim": "Colorado charges owners nothing to recover funds directly through the State Treasurer.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Colorado Department of the Treasury", "slug": "colorado-unclaimed-direct-free", "source_url": "https://unclaimedproperty.colorado.gov/app/faq-claim", "topic": "colorado" }, { "checked_on": "2026-10-15", "claim": "Colorado requires an original signed claim form, photo identification, and a Social Security number.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/colorado/unclaimed-money", "publisher": "Colorado Department of the Treasury", "slug": "colorado-unclaimed-identity-documents", "source_url": "https://unclaimedproperty.colorado.gov/app/claim/how-to-complete", "topic": "colorado" }, { "checked_on": "2026-10-15", "claim": "Colorado allows only five claim documents in each upload batch.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/colorado/unclaimed-money", "publisher": "Colorado Department of the Treasury", "slug": "colorado-unclaimed-upload-batch", "source_url": "https://unclaimedproperty.colorado.gov/app/claim-doc-upload", "topic": "colorado" }, { "checked_on": "2026-10-22", "claim": "Three years of Everplans Premium at $99.99 a year costs $299.97 before taxes.", "next_check_on": "2027-01-22", "page": "", "publisher": "Everplans", "slug": "audit-everplans-three-years", "source_url": "https://www.everplans.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-22", "claim": "Three years of Trustworthy Silver at $10 a month, paid annually, costs $360 before taxes.", "next_check_on": "2027-01-22", "page": "", "publisher": "Trustworthy", "slug": "audit-trustworthy-three-years", "source_url": "https://www.trustworthy.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Everplans' free plan stores up to 3 items.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/everplans", "publisher": "Everplans", "slug": "ep-free-plan", "source_url": "https://www.everplans.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Everplans says it is not a law firm or a financial advisory firm.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/everplans", "publisher": "Everplans", "slug": "ep-not-law-firm", "source_url": "https://www.everplans.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Everplans Premium costs $99.99 a year.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/everplans", "publisher": "Everplans", "slug": "ep-premium-price", "source_url": "https://www.everplans.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Everplans Premium adds unlimited items and secure sharing.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/everplans", "publisher": "Everplans", "slug": "ep-premium-sharing", "source_url": "https://www.everplans.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "GoodTrust includes a Smart Digital Vault for digital assets, online accounts and documents.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/goodtrust", "publisher": "GoodTrust", "slug": "gt-digital-vault", "source_url": "https://mygoodtrust.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "GoodTrust includes an unlimited will, trust and directives, valid in all 50 states.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/goodtrust", "publisher": "GoodTrust", "slug": "gt-documents-all-states", "source_url": "https://mygoodtrust.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "GoodTrust's estate plan has one price of $149.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/goodtrust", "publisher": "GoodTrust", "slug": "gt-one-price", "source_url": "https://mygoodtrust.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "GoodTrust includes one year of unlimited updates.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/goodtrust", "publisher": "GoodTrust", "slug": "gt-one-year-updates", "source_url": "https://mygoodtrust.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trustworthy offers a free plan.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trustworthy", "publisher": "Trustworthy", "slug": "tr-free-plan", "source_url": "https://www.trustworthy.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trustworthy's free plan includes legacy access permissions.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trustworthy", "publisher": "Trustworthy", "slug": "tr-legacy-access", "source_url": "https://www.trustworthy.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trustworthy Platinum costs $40 a month, paid annually, and includes 3 hours of dedicated concierge help.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trustworthy", "publisher": "Trustworthy", "slug": "tr-platinum-concierge", "source_url": "https://www.trustworthy.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trustworthy Silver costs $10 a month, paid annually.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trustworthy", "publisher": "Trustworthy", "slug": "tr-silver-price", "source_url": "https://www.trustworthy.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trust & Will connects people with complex needs to a pre-screened attorney at no cost to match.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trust-and-will", "publisher": "Trust & Will", "slug": "tw-attorney-match", "source_url": "https://trustandwill.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trust & Will's Trust Plan, built around a revocable living trust, starts at $499.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trust-and-will", "publisher": "Trust & Will", "slug": "tw-trust-plan-price", "source_url": "https://trustandwill.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trust & Will's Will Plan includes a last will, a HIPAA authorization, a living will and a power of attorney.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trust-and-will", "publisher": "Trust & Will", "slug": "tw-will-plan-documents", "source_url": "https://trustandwill.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-18", "claim": "Trust & Will's Will Plan starts at $199.", "next_check_on": "2027-01-18", "page": "https://planbeforeyoudie.app/compare/trust-and-will", "publisher": "Trust & Will", "slug": "tw-will-plan-price", "source_url": "https://trustandwill.com/pricing", "topic": "compare" }, { "checked_on": "2026-10-22", "claim": "Connecticut allows only owners or their legal heirs to file an unclaimed property claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Connecticut Office of the Treasurer", "slug": "connecticut-unclaimed-deceased-claim", "source_url": "https://ctbiglist.gov/app/faq-claim", "topic": "connecticut" }, { "checked_on": "2026-10-15", "claim": "Connecticut returns unclaimed property without charge when the claimant supplies proper evidence.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Connecticut Office of the Treasurer", "slug": "connecticut-unclaimed-direct-free", "source_url": "https://ctbiglist.gov/", "topic": "connecticut" }, { "checked_on": "2026-10-15", "claim": "Connecticut's search instructions suggest using several letters of your first name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/connecticut/unclaimed-money", "publisher": "Connecticut Office of the Treasurer", "slug": "connecticut-unclaimed-first-name-letters", "source_url": "https://ctbiglist.gov/app/claim/how-to-search", "topic": "connecticut" }, { "checked_on": "2026-10-15", "claim": "Connecticut requires photo identification, an official Social Security document, and a signed claim form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/connecticut/unclaimed-money", "publisher": "Connecticut Office of the Treasurer", "slug": "connecticut-unclaimed-identity-documents", "source_url": "https://ctbiglist.gov/app/claim/how-to-complete", "topic": "connecticut" }, { "checked_on": "2026-10-15", "claim": "Connecticut removes a property's name from public search after an online claim is created.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/connecticut/unclaimed-money", "publisher": "Connecticut Office of the Treasurer", "slug": "connecticut-unclaimed-record-disappears", "source_url": "https://ctbiglist.gov/app/faq-claim", "topic": "connecticut" }, { "checked_on": "2026-10-15", "claim": "Delaware does not send unclaimed property payments by wire or ACH.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/delaware/unclaimed-money", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-check-payment", "source_url": "https://unclaimedproperty.delaware.gov/app/faq-claim", "topic": "delaware" }, { "checked_on": "2026-10-15", "claim": "Delaware's online claim process is incomplete until it gives you a claim number.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/delaware/unclaimed-money", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-claim-number", "source_url": "https://unclaimedproperty.delaware.gov/app/claim-search", "topic": "delaware" }, { "checked_on": "2026-10-15", "claim": "Delaware requires readable, high-resolution color images of claim documents.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/delaware/unclaimed-money", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-color-documents", "source_url": "https://unclaimedproperty.delaware.gov/app/claim-doc-upload", "topic": "delaware" }, { "checked_on": "2026-10-22", "claim": "Delaware says a power of attorney becomes void after the owner's death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/states/delaware/unclaimed-money", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-deceased-claim", "source_url": "https://unclaimedproperty.delaware.gov/app/faq-claim", "topic": "delaware" }, { "checked_on": "2026-10-15", "claim": "Delaware does not charge to initiate or complete an unclaimed property claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-direct-free", "source_url": "https://unclaimedproperty.delaware.gov/app/faq-claim", "topic": "delaware" }, { "checked_on": "2026-10-15", "claim": "Delaware directs missing-name, gift-card, bond, and money-order searches to its Online Request Form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/delaware/unclaimed-money", "publisher": "Delaware Office of Unclaimed Property", "slug": "delaware-unclaimed-missing-record", "source_url": "https://unclaimedproperty.delaware.gov/", "topic": "delaware" }, { "checked_on": "2026-10-15", "claim": "The District of Columbia provides its unclaimed property claim service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "DC Office of Finance and Treasury", "slug": "district-of-columbia-unclaimed-direct-free", "source_url": "https://cfo.dc.gov/page/unclaimed-property-frequently-asked-questions", "topic": "district-of-columbia" }, { "checked_on": "2026-10-15", "claim": "The District of Columbia lets owners make an unclaimed property claim at any time.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/district-of-columbia/unclaimed-money", "publisher": "DC Office of Finance and Treasury", "slug": "district-of-columbia-unclaimed-no-deadline", "source_url": "https://cfo.dc.gov/page/unclaimed-property-frequently-asked-questions", "topic": "district-of-columbia" }, { "checked_on": "2026-10-15", "claim": "The District recommends telling a trusted person where financial records are kept.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/district-of-columbia/unclaimed-money", "publisher": "DC Office of Finance and Treasury", "slug": "district-of-columbia-unclaimed-records-family", "source_url": "https://cfo.dc.gov/page/unclaimed-property-frequently-asked-questions", "topic": "district-of-columbia" }, { "checked_on": "2026-10-15", "claim": "The District requires a completed claim form and the documents it requests.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/district-of-columbia/unclaimed-money", "publisher": "DC Office of Finance and Treasury", "slug": "district-of-columbia-unclaimed-requested-documents", "source_url": "https://cfo.dc.gov/page/unclaimed-property-frequently-asked-questions", "topic": "district-of-columbia" }, { "checked_on": "2026-10-15", "claim": "The Labor Department database searches for retirement plans tied to your Social Security number after Login.gov identity verification.", "next_check_on": "2027-10-15", "page": "", "publisher": "U.S. Department of Labor", "slug": "dol-lost-found-identity", "source_url": "https://lostandfound.dol.gov/", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "The Labor Department database helps locate job-based retirement plans. A result does not decide eligibility or pay benefits.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/retirement-account", "publisher": "U.S. Department of Labor", "slug": "dol-retirement", "source_url": "https://lostandfound.dol.gov/", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "Use the IRS refund page to check a tax refund. Enter any tax or identity details only on the official IRS service.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Internal Revenue Service", "slug": "irs-refund-tracker", "source_url": "https://www.irs.gov/refunds", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "The IRS refund tracker requires your Social Security number or ITIN, filing status and exact expected refund amount.", "next_check_on": "2027-10-15", "page": "", "publisher": "Internal Revenue Service", "slug": "irs-refund-tracker-details", "source_url": "https://www.irs.gov/refunds/about-wheres-my-refund", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "The NAIC locator checks for policies and annuity contracts for someone who died. It does not search for policies of living people.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Association of Insurance Commissioners", "slug": "naic-locator", "source_url": "https://content.naic.org/article/learn-how-use-naic-life-insurance-policy-locator", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "The NAIC policy locator is free and searches for a deceased person's life insurance policies and annuity contracts.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Association of Insurance Commissioners", "slug": "naic-locator-free", "source_url": "https://content.naic.org/article/learn-how-use-naic-life-insurance-policy-locator", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "Search the official programs for states where you have lived.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Association of Unclaimed Property Administrators", "slug": "naupa-directory", "source_url": "https://unclaimed.org/can-i-really-search-for-free/", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "Official state unclaimed-property programs let you search for property without a search fee.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Association of Unclaimed Property Administrators", "slug": "naupa-official-search-free", "source_url": "https://unclaimed.org/can-i-really-search-for-free/", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "PBGC's unclaimed-benefits search helps people whose private-sector retirement plan ended and lost track of them.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Pension Benefit Guaranty Corporation", "slug": "pbgc-private-ended-plan", "source_url": "https://www.pbgc.gov/workers-retirees/find-unclaimed-retirement-benefits/search-unclaimed", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "Search for benefits PBGC may hold after a retirement plan ended. A match is a first step, rather than confirmation that you are owed money.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Pension Benefit Guaranty Corporation", "slug": "pbgc-search", "source_url": "https://www.pbgc.gov/workers-retirees/find-unclaimed-retirement-benefits/search-unclaimed", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "Treasury Hunt is no longer available. Use TreasuryDirect guidance for a lost, stolen or destroyed savings bond.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Treasury", "slug": "treasury-hunt-retired", "source_url": "https://www.treasurydirect.gov/savings-bonds/treasury-hunt/", "topic": "federal-money" }, { "checked_on": "2026-10-15", "claim": "You can ask Treasury to replace a paper savings bond that was lost, stolen, destroyed, damaged or never received.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Treasury", "slug": "treasury-lost-paper-bond", "source_url": "https://www.treasurydirect.gov/savings-bonds/manage-bonds/lost-stolen-destroyed-ee-or-i-bonds/", "topic": "federal-money" }, { "checked_on": "2026-10-22", "claim": "Florida asks claimants to identify a deceased owner so it can generate the appropriate estate claim instructions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Florida Department of Financial Services", "slug": "audit-florida-deceased-claim", "source_url": "https://claimyourcashfl.gov/about/frequently-asked-questions/", "topic": "florida" }, { "checked_on": "2026-10-15", "claim": "Florida has no deadline to claim your money.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/florida/unclaimed-money", "publisher": "Florida Department of Financial Services", "slug": "florida-unclaimed-no-deadline", "source_url": "https://claimyourcashfl.gov/", "topic": "florida" }, { "checked_on": "2026-10-15", "claim": "Florida does not become the owner of your unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/florida/unclaimed-money", "publisher": "Florida Department of Financial Services", "slug": "florida-unclaimed-owner", "source_url": "https://claimyourcashfl.gov/", "topic": "florida" }, { "checked_on": "2026-10-15", "claim": "Florida charges no fee to search for or claim your cash.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Florida Department of Financial Services", "slug": "florida-unclaimed-search-claim-free", "source_url": "https://claimyourcashfl.gov/", "topic": "florida" }, { "checked_on": "2026-10-22", "claim": "Georgia accepts unclaimed-property claims from an heir or executor.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Georgia Department of Revenue", "slug": "audit-georgia-deceased-claim", "source_url": "https://dor.georgia.gov/unclaimed-property-program/how-do-i-search-unclaimed-property", "topic": "georgia" }, { "checked_on": "2026-10-15", "claim": "Georgia lets you narrow property search results by adding a city.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/georgia/unclaimed-money", "publisher": "Georgia Department of Revenue", "slug": "georgia-unclaimed-refine-city", "source_url": "https://dor.georgia.gov/unclaimed-property-program/how-do-i-search-unclaimed-property", "topic": "georgia" }, { "checked_on": "2026-10-15", "claim": "Georgia lets you search for and claim unclaimed property without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Georgia Department of Revenue", "slug": "georgia-unclaimed-search-claim-free", "source_url": "https://dor.georgia.gov/unclaimed-property-program/how-do-i-search-unclaimed-property", "topic": "georgia" }, { "checked_on": "2026-10-15", "claim": "Georgia says your name is enough to begin a property search.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/georgia/unclaimed-money", "publisher": "Georgia Department of Revenue", "slug": "georgia-unclaimed-search-name", "source_url": "https://dor.georgia.gov/unclaimed-property-program/how-do-i-search-unclaimed-property", "topic": "georgia" }, { "checked_on": "2026-10-15", "claim": "An advance directive records medical-care instructions for when you cannot communicate your wishes.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/advance-directive", "publisher": "National Institute on Aging", "slug": "glossary-advance-directive-definition", "source_url": "https://www.nia.nih.gov/health/advance-care-planning/advance-care-planning-advance-directives-health-care", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "The person appointed to act under a power of attorney is also called an agent.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/agent", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-agent-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Automatic debit payments let a company withdraw money from your account on a recurring basis.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/autopay", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-autopay-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/how-do-automatic-payments-from-a-bank-account-work-en-2021/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A trust beneficiary is a person who receives money or property from the trust.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/beneficiary", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-beneficiary-trust-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-revocable-living-trust-en-1775/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "In California, a conservatorship involves a judge appointing someone to act or decide for a person needing help.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/conservatorship", "publisher": "California Courts", "slug": "glossary-conservatorship-definition-california", "source_url": "https://selfhelp.courts.ca.gov/conservatorships", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Organizations may require a certified copy of a death certificate after someone dies.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/death-certificate", "publisher": "USAGov", "slug": "glossary-death-certificate-copy", "source_url": "https://www.usa.gov/death-certificate", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Washington's digital-asset law defines a digital asset as an electronic record in which an individual has a right or interest.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/digital-assets", "publisher": "Washington State Legislature", "slug": "glossary-digital-assets-washington", "source_url": "https://app.leg.wa.gov/RCW/default.aspx?cite=11.120.020", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A durable power of attorney continues to be effective if you become incapacitated.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/durable-power-of-attorney", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-durable-poa-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "California Courts calls the property legally owned by a person who died their estate.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/estate", "publisher": "California Courts", "slug": "glossary-estate-definition-california", "source_url": "https://selfhelp.courts.ca.gov/probate", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "California Courts describes an executor as a person 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"https://planbeforeyoudie.app/glossary/emergency-contact", "publisher": "National Institute on Aging", "slug": "glossary-health-care-proxy-definition", "source_url": "https://www.nia.nih.gov/health/advance-care-planning/advance-care-planning-advance-directives-health-care", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A HIPAA authorization gives permission for specified uses or disclosures of protected health information.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/authorization", "publisher": "U.S. Department of Health and Human Services", "slug": "glossary-hipaa-authorization-definition", "source_url": "https://www.hhs.gov/hipaa/for-professionals/faq/what-is-the-difference-between-consent-and-authorization/index.html", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "An insurance policy is the written contract recording an insurance agreement.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/insurance-policy", "publisher": "National Association of Insurance Commissioners", "slug": "glossary-insurance-policy-definition", "source_url": "https://content.naic.org/glossary-insurance-terms", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A joint bank account can have different ownership terms, which affect what happens when an owner dies.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/bank-account", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-joint-account-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-happens-if-i-have-a-joint-bank-account-with-someone-who-died-en-1101/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A living will tells doctors your emergency-treatment wishes if you cannot make your own decisions.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/living-will", "publisher": "National Institute on Aging", "slug": "glossary-living-will-definition", "source_url": "https://www.nia.nih.gov/health/advance-care-planning/advance-care-planning-advance-directives-health-care", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "HIPAA generally gives you a right to inspect and obtain medical and billing records held by covered providers and plans.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/medical-records", "publisher": "U.S. Department of Health and Human Services", "slug": "glossary-medical-records-access", "source_url": "https://www.hhs.gov/hipaa/for-individuals/medical-records/index.html", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Password managers can create unique passwords and store them in an encrypted vault.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/password-manager", "publisher": "National Institute of Standards and Technology", "slug": 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"2026-10-15", "claim": "In California probate, the personal representative represents the estate in the probate process.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/personal-representative", "publisher": "California Courts", "slug": "glossary-personal-representative-definition-california", "source_url": "https://selfhelp.courts.ca.gov/probate", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "A power of attorney is a legal document allowing another person to act for you.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/backup-contact", "publisher": "Consumer Financial Protection Bureau", "slug": "glossary-poa-definition", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "POLST and MOLST forms contain medical-care instructions clinicians can act on in an emergency.", "next_check_on": "2027-10-15", 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"2026-10-15", "claim": "California allows an affidavit procedure for some eligible personal-property transfers after death.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/small-estate-affidavit", "publisher": "California Courts", "slug": "glossary-small-estate-affidavit-california", "source_url": "https://www.selfhelp.courts.ca.gov/probate/small-estate", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Social Security survivor benefits provide monthly payments to eligible family members after a worker dies.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/survivor-benefits", "publisher": "Social Security Administration", "slug": "glossary-survivor-benefits-definition", "source_url": "https://www.ssa.gov/survivor", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Transfer on Death registration lets securities pass to a named person or entity at the owner's death without probate.", 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"https://planbeforeyoudie.app/glossary/trusted-contact", "publisher": "U.S. Securities and Exchange Commission", "slug": "glossary-trusted-contact-definition", "source_url": "https://www.investor.gov/introduction-investing/investing-basics/glossary/trusted-contacts", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Unclaimed property can be inactive property or accounts held by financial institutions or companies.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/glossary/unclaimed-property", "publisher": "National Association of Unclaimed Property Administrators", "slug": "glossary-unclaimed-property-definition", "source_url": "https://unclaimed.org/what-is-unclaimed-property/", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "California Courts describes a will as a legal document stating how you want property distributed after death.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/tools/is-a-will-enough", "publisher": "California Courts", "slug": "glossary-will-definition-california", "source_url": "https://selfhelp.courts.ca.gov/wills-estates-probate/legal-documents", "topic": "glossary" }, { "checked_on": "2026-10-15", "claim": "Deleting a Google Account removes access to the Gmail associated with that account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/google-inactive-account-manager", "publisher": "Google", "slug": "google-deleted-account-gmail", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "google" }, { "checked_on": "2026-10-15", "claim": "Inactive Account Manager lets you choose up to ten people to receive selected account data.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/google-inactive-account-manager", "publisher": "Google", "slug": "google-inactive-contacts", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "google" }, { "checked_on": "2026-10-15", "claim": "If you choose to share account data, Google sends the trusted contact an email with a link to download that data.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/guides/phones/google-inactive-account-manager", "publisher": "Google", "slug": "google-inactive-data-download", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "google" }, { "checked_on": "2026-10-22", "claim": "Google has said people you allow to download your data can do so for 3 months before it is deleted.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/google-inactive-account-manager", "publisher": "Google", "slug": "google-inactive-download-window", "source_url": "https://security.googleblog.com/2021/10/google-protects-your-accounts-even-when.html", "topic": "google" }, { "checked_on": "2026-10-15", "claim": "You can change your choices or turn off your plan from Inactive Account Manager.", 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"google-inactive-timing", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "google" }, { "checked_on": "2026-10-15", "claim": "Hawaii asks for a legal name-change document when property appears under a previous name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/hawaii/unclaimed-money", "publisher": "Hawaii Department of Budget and Finance", "slug": "hawaii-unclaimed-changed-name", "source_url": "https://budget.hawaii.gov/finance/unclaimedproperty/owner-information/faq/", "topic": "hawaii" }, { "checked_on": "2026-10-22", "claim": "Hawaii says a power of attorney does not authorize an unclaimed-property claim for a deceased reported owner.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/states/hawaii/unclaimed-money", "publisher": "Hawaii Department of Budget and Finance", "slug": "hawaii-unclaimed-deceased-claim", "source_url": 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requires claims for funds below $100 within ten years of deposit in its trust fund.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/hawaii/unclaimed-money", "publisher": "Hawaii Department of Budget and Finance", "slug": "hawaii-unclaimed-small-funds-limit", "source_url": "https://budget.hawaii.gov/finance/unclaimedproperty/owner-information/faq/", "topic": "hawaii" }, { "checked_on": "2026-10-22", "claim": "An estimated 7.4 million Americans age 65 and older are living with Alzheimer's in 2026.", "next_check_on": "2027-10-22", "page": "", "publisher": "Alzheimer's Association", "slug": "home-alzheimers-2026", "source_url": "https://www.alz.org/alzheimers-dementia/facts-figures", "topic": "home" }, { "checked_on": "2026-10-22", "claim": "In a 2020 poll of adults ages 50 to 80, 46% had completed at least one advance-care document.", "next_check_on": "2027-10-22", "page": "", "publisher": "University of Michigan", "slug": "home-michigan-advance-care", "source_url": "https://ihpi.umich.edu/news-events/news/poll-despite-pandemic-less-half-older-adults-have-formally-recorded-what-they-want", "topic": "home" }, { "checked_on": "2026-10-14", "claim": "Hospitals can share information with family involved in your care if you agree or don't object.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/hospital-week", "publisher": "U.S. Department of Health and Human Services", "slug": "hipaa-family", "source_url": "https://www.hhs.gov/hipaa/for-individuals/family-members-friends/index.html", "topic": "hospital" }, { "checked_on": "2026-10-14", "claim": "Within 2 days of admission, Medicare patients should get a notice that explains how to ask for a fast appeal if discharge seems too soon. Medicare Advantage plans use different appeal rules.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/hospital-week", "publisher": "Medicare.gov", "slug": "hospital-discharge-notice", "source_url": "https://www.medicare.gov/providers-services/claims-appeals-complaints/appeals/fast-appeals", "topic": "hospital" }, { "checked_on": "2026-10-14", "claim": "Even an overnight hospital stay in a regular bed can count as outpatient observation, which affects what you pay under Medicare.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/hospital-week", "publisher": "Medicare.gov", "slug": "hospital-observation", "source_url": "https://www.medicare.gov/coverage/inpatient-hospital-care/inpatient-outpatient-status", "topic": "hospital" }, { "checked_on": "2026-10-15", "claim": "Idaho's unclaimed property office sees visitors only by appointment.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/idaho/unclaimed-money", "publisher": "Idaho State Treasurer's Office", "slug": "idaho-unclaimed-appointment-only", "source_url": "https://yourmoney.idaho.gov/", "topic": "idaho" }, { "checked_on": "2026-10-15", "claim": "Idaho says a claim is free when your name appears on its unclaimed property list.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Idaho State Treasurer's Office", "slug": "idaho-unclaimed-claim-free", "source_url": "https://sto.idaho.gov/About/Current-News/ArticleID/128/Ho-Ho-Ho-Idaho-State-Treasurer-Delivers-Gifts-Early", "topic": "idaho" }, { "checked_on": "2026-10-22", "claim": "Idaho asks for the will when a deceased unclaimed property owner left one.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Idaho State Treasurer's Office", "slug": "idaho-unclaimed-deceased-claim", "source_url": "https://yourmoney.idaho.gov/app/faq-claim", "topic": "idaho" }, { "checked_on": "2026-10-15", "claim": "Idaho says unclaimed money remains available indefinitely.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/idaho/unclaimed-money", "publisher": "Idaho State Treasurer's Office", "slug": "idaho-unclaimed-held-forever", "source_url": "https://yourmoney.idaho.gov/app/faq-claim", "topic": "idaho" }, { "checked_on": "2026-10-15", "claim": "Idaho asks for supporting documents when the property owner's name has changed.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/idaho/unclaimed-money", "publisher": "Idaho State Treasurer's Office", "slug": "idaho-unclaimed-name-change", "source_url": "https://yourmoney.idaho.gov/app/faq-claim", "topic": "idaho" }, { "checked_on": "2026-10-22", "claim": "Illinois lists a death certificate and proof of relationship among its heir-claim documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Illinois State Treasurer", "slug": "audit-illinois-deceased-claim", "source_url": "https://icash.illinoistreasurer.gov/app/contact-us", "topic": "illinois" }, { "checked_on": "2026-10-15", "claim": "Illinois returns unclaimed property at no cost with the proper identification.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Illinois State Treasurer", "slug": "illinois-unclaimed-claim-free", "source_url": "https://icash.illinoistreasurer.gov/", "topic": "illinois" }, { "checked_on": "2026-10-15", "claim": "Illinois holds unclaimed funds until the original owner or heirs claim them.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/illinois/unclaimed-money", "publisher": "Illinois State Treasurer", "slug": "illinois-unclaimed-owner-heirs", "source_url": "https://icash.illinoistreasurer.gov/", "topic": "illinois" }, { "checked_on": "2026-10-15", "claim": "Illinois unclaimed property can include forgotten accounts, checks, and utility refunds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/illinois/unclaimed-money", "publisher": "Illinois State Treasurer", "slug": "illinois-unclaimed-property-types", "source_url": "https://illinoistreasurer.gov/home/individuals/unclaimed-property/", "topic": "illinois" }, { "checked_on": "2026-10-15", "claim": "Indiana requires a claimant to be at least eighteen to file a claim personally.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/indiana/unclaimed-money", "publisher": "Indiana Office of the Attorney General", "slug": "indiana-unclaimed-adult-claimant", "source_url": "https://www.indianaunclaimed.gov/app/faq-claim", "topic": "indiana" }, { "checked_on": "2026-10-15", "claim": "Indiana asks claimants to notify every listed co-owner before submitting a claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/indiana/unclaimed-money", "publisher": "Indiana Office of the Attorney General", "slug": "indiana-unclaimed-co-owner-contact", "source_url": "https://www.indianaunclaimed.gov/app/faq-claim", "topic": "indiana" }, { "checked_on": "2026-10-15", "claim": "Indiana's Attorney General provides its unclaimed property service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Indiana Office of the Attorney General", "slug": "indiana-unclaimed-direct-free", "source_url": "https://www.indianaunclaimed.gov/app/faq-claim", "topic": "indiana" }, { "checked_on": "2026-10-15", "claim": "Indiana requires a completed signed claim form and photo identification for every claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/indiana/unclaimed-money", "publisher": "Indiana Office of the Attorney General", "slug": "indiana-unclaimed-identity-documents", "source_url": "https://www.indianaunclaimed.gov/app/claim/how-to-complete", "topic": "indiana" }, { "checked_on": "2026-10-15", "claim": "Iowa releases a property's amount and full details after filing and establishing entitlement.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/iowa/unclaimed-money", "publisher": "Iowa State Treasurer", "slug": "iowa-unclaimed-amount-private", "source_url": "https://www.greatiowatreasurehunt.gov/app/faq-claim", "topic": "iowa" }, { "checked_on": "2026-10-15", "claim": "Iowa lets rightful owners claim their unclaimed assets without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Iowa State Treasurer", "slug": "iowa-unclaimed-claim-free", "source_url": "https://www.greatiowatreasurehunt.gov/app/faq-claim", "topic": "iowa" }, { "checked_on": "2026-10-22", "claim": "Iowa lets rightful owners or legal heirs claim unclaimed assets without a fee.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Iowa State Treasurer", "slug": "iowa-unclaimed-deceased-claim", "source_url": "https://www.greatiowatreasurehunt.gov/app/faq-claim", "topic": "iowa" }, { "checked_on": "2026-10-15", "claim": "Iowa requires mailing documents when the claim form specifically requests originals.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/iowa/unclaimed-money", "publisher": "Iowa State Treasurer", "slug": "iowa-unclaimed-original-evidence", "source_url": "https://www.greatiowatreasurehunt.gov/app/claim/how-to-complete", "topic": "iowa" }, { "checked_on": "2026-10-15", "claim": "Iowa asks claimants to allow up to 90 days for review.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/iowa/unclaimed-money", "publisher": "Iowa State Treasurer", "slug": "iowa-unclaimed-review-time", "source_url": "https://www.greatiowatreasurehunt.gov/app/faq-claim", "topic": "iowa" }, { "checked_on": "2026-10-15", "claim": "The Kansas State Treasurer charges no fee for its unclaimed property service.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Kansas State Treasurer", "slug": "kansas-unclaimed-claim-free", "source_url": "https://missingmoney.ks.gov/app/faq-claim", "topic": "kansas" }, { "checked_on": "2026-10-22", "claim": "Kansas pays each heir directly when several heirs claim for the same deceased owner.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Kansas State Treasurer", "slug": "kansas-unclaimed-deceased-claim", "source_url": "https://missingmoney.ks.gov/app/faq-claim", "topic": "kansas" }, { "checked_on": "2026-10-15", "claim": "Kansas suggests contacting the reporting company when records are needed to prove ownership.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kansas/unclaimed-money", "publisher": "Kansas State Treasurer", "slug": "kansas-unclaimed-missing-address", "source_url": "https://missingmoney.ks.gov/app/faq-claim", "topic": "kansas" }, { "checked_on": "2026-10-15", "claim": "Kansas does not accept claim forms or documents by fax or email.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kansas/unclaimed-money", "publisher": "Kansas State Treasurer", "slug": "kansas-unclaimed-no-email-fax", "source_url": "https://missingmoney.ks.gov/app/faq-claim", "topic": "kansas" }, { "checked_on": "2026-10-15", "claim": "Kansas requires mailing a document that needs notarization.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kansas/unclaimed-money", "publisher": "Kansas State Treasurer", "slug": "kansas-unclaimed-notarized-original", "source_url": "https://missingmoney.ks.gov/app/faq-claim", "topic": "kansas" }, { "checked_on": "2026-10-15", "claim": "Kentucky asks for an explanatory note when proof of a previous mailing address is unavailable.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kentucky/unclaimed-money", "publisher": "Kentucky State Treasury", "slug": "kentucky-unclaimed-address-note", "source_url": "https://treasury.ky.gov/unclaimedproperty/Pages/Unclaimed-Property-FAQs.aspx", "topic": "kentucky" }, { "checked_on": "2026-10-22", "claim": "Kentucky accepts unclaimed property claims from an owner, heir or court-appointed representative.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Kentucky State Treasury", "slug": "kentucky-unclaimed-deceased-claim", "source_url": "https://treasury.ky.gov/unclaimedproperty/Pages/Unclaimed-Property-FAQs.aspx", "topic": "kentucky" }, { "checked_on": "2026-10-15", "claim": "Kentucky requires joint owners to file together.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kentucky/unclaimed-money", "publisher": "Kentucky State Treasury", "slug": "kentucky-unclaimed-joint-owners", "source_url": "https://treasury.ky.gov/unclaimedproperty/Pages/Unclaimed-Property-FAQs.aspx", "topic": "kentucky" }, { "checked_on": "2026-10-15", "claim": "Kentucky requires original signatures on mailed claim forms.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/kentucky/unclaimed-money", "publisher": "Kentucky State Treasury", "slug": "kentucky-unclaimed-original-signatures", "source_url": "https://treasury.ky.gov/unclaimedproperty/Pages/Unclaimed-Property-FAQs.aspx", "topic": "kentucky" }, { "checked_on": "2026-10-15", "claim": "Kentucky offers its unclaimed property search tool for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Kentucky State Treasury", "slug": "kentucky-unclaimed-search-free", "source_url": "https://kyclaims.unclaimedproperty.com/en/Property/SearchIndex", "topic": "kentucky" }, { "checked_on": "2026-10-15", "claim": "Louisiana's Property ID details show an amount range rather than an exact public amount.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/louisiana/unclaimed-money", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-amount-ranges", "source_url": "https://lacashclaim.org/frequently-asked-questions/", "topic": "louisiana" }, { "checked_on": "2026-10-15", "claim": "Louisiana requires returning an emailed claim form when one is attached to its confirmation.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/louisiana/unclaimed-money", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-claim-form-email", "source_url": "https://lacashclaim.org/how-to-make-a-claim/", "topic": "louisiana" }, { "checked_on": "2026-10-22", "claim": "Louisiana requires court-recognized estate documents to prove heirship.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-deceased-claim", "source_url": "https://lacashclaim.org/frequently-asked-questions/", "topic": "louisiana" }, { "checked_on": "2026-10-15", "claim": "Louisiana lets owners claim listed unclaimed property without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-direct-free", "source_url": "https://lacashclaim.org/2023/01/30/national-ucp-day-and-the-great-employee-give-back/", "topic": "louisiana" }, { "checked_on": "2026-10-15", "claim": "Louisiana requires positive proof of ownership with every unclaimed property claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/louisiana/unclaimed-money", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-ownership-evidence", "source_url": "https://lacashclaim.org/frequently-asked-questions/", "topic": "louisiana" }, { "checked_on": "2026-10-15", "claim": "Louisiana directs claimants to its secure portal for uploading supporting documents.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/louisiana/unclaimed-money", "publisher": "Louisiana Department of the Treasury", "slug": "louisiana-unclaimed-secure-upload", "source_url": "https://lacashclaim.org/how-to-make-a-claim/", "topic": "louisiana" }, { "checked_on": "2026-10-22", "claim": "Maine makes deceased-owner claim payments to the estate, rather than the claimant personally.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Maine Office of the State Treasurer", "slug": "maine-unclaimed-deceased-claim", "source_url": "https://www.maineunclaimedproperty.gov/app/faq-claim", "topic": "maine" }, { "checked_on": "2026-10-15", "claim": "Maine can pay joint owners together or, in some cases, pay their individual shares.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maine/unclaimed-money", "publisher": "Maine Office of the State Treasurer", "slug": "maine-unclaimed-joint-payment", "source_url": "https://www.maineunclaimedproperty.gov/app/faq-claim", "topic": "maine" }, { "checked_on": "2026-10-15", "claim": "Maine lets claimants explain that proof of the reported address remains unavailable after checking old records.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maine/unclaimed-money", "publisher": "Maine Office of the State Treasurer", "slug": "maine-unclaimed-missing-address-proof", "source_url": "https://www.maineunclaimedproperty.gov/app/faq-claim", "topic": "maine" }, { "checked_on": "2026-10-15", "claim": "Maine imposes no time limit or fee for its unclaimed funds service.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Maine Office of the State Treasurer", "slug": "maine-unclaimed-no-fee-limit", "source_url": "https://www.maineunclaimedproperty.gov/app/faq-claim", "topic": "maine" }, { "checked_on": "2026-10-15", "claim": "Maine recommends a copy of an original ownership document and may request the original later.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maine/unclaimed-money", "publisher": "Maine Office of the State Treasurer", "slug": "maine-unclaimed-original-later", "source_url": "https://www.maineunclaimedproperty.gov/app/faq-claim", "topic": "maine" }, { "checked_on": "2026-10-15", "claim": "Maryland requires readable, high-resolution images of uploaded claim evidence.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maryland/unclaimed-money", "publisher": "Comptroller of Maryland", "slug": "maryland-unclaimed-clear-images", "source_url": "https://www.claimitmd.gov/app/claim-doc-upload", "topic": "maryland" }, { "checked_on": "2026-10-22", "claim": "Maryland allows legitimate heirs to claim unclaimed funds after the original owner's death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Comptroller of Maryland", "slug": "maryland-unclaimed-deceased-claim", "source_url": "https://www.marylandcomptroller.gov/content/dam/mdcomp/tax/legal-publications/tips/misc/taxtip32.pdf", "topic": "maryland" }, { "checked_on": "2026-10-15", "claim": "Maryland provides its unclaimed property service at no cost.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Comptroller of Maryland", "slug": "maryland-unclaimed-direct-free", "source_url": "https://www.claimitmd.gov/", "topic": "maryland" }, { "checked_on": "2026-10-15", "claim": "Maryland requires a signed claim form, government photo identification, and supporting identity information.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maryland/unclaimed-money", "publisher": "Comptroller of Maryland", "slug": "maryland-unclaimed-identity-evidence", "source_url": "https://www.claimitmd.gov/app/claim/how-to-complete", "topic": "maryland" }, { "checked_on": "2026-10-15", "claim": "Maryland directs claimants to its status search if no decision arrives within 60 to 90 business days.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/maryland/unclaimed-money", "publisher": "Comptroller of Maryland", "slug": "maryland-unclaimed-review-followup", "source_url": "https://www.claimitmd.gov/", "topic": "maryland" }, { "checked_on": "2026-10-22", "claim": "Massachusetts directs deceased-owner claimants to Section C of the claim form for required documents.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Massachusetts Office of the State Treasurer", "slug": "massachusetts-unclaimed-deceased-claim", "source_url": "https://www.findmassmoney.gov/app/faq-claim", "topic": "massachusetts" }, { "checked_on": "2026-10-15", "claim": "Massachusetts Treasury charges no fee for its unclaimed property service.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Massachusetts Office of the State Treasurer", "slug": "massachusetts-unclaimed-direct-free", "source_url": "https://www.findmassmoney.gov/app/faq-general", "topic": "massachusetts" }, { "checked_on": "2026-10-15", "claim": "Massachusetts may automatically approve an eligible Fast Track claim after a positive match.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/massachusetts/unclaimed-money", "publisher": "Massachusetts Office of the State Treasurer", "slug": "massachusetts-unclaimed-fast-track-match", "source_url": "https://www.findmassmoney.gov/app/faq-claim", "topic": "massachusetts" }, { "checked_on": "2026-10-15", "claim": "Massachusetts requires both listed co-owners to sign the claim form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/massachusetts/unclaimed-money", "publisher": "Massachusetts Office of the State Treasurer", "slug": "massachusetts-unclaimed-joint-signatures", "source_url": "https://www.findmassmoney.gov/app/faq-claim", "topic": "massachusetts" }, { "checked_on": "2026-10-15", "claim": "Massachusetts does not accept electronic signatures on claim forms.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/massachusetts/unclaimed-money", "publisher": "Massachusetts Office of the State Treasurer", "slug": "massachusetts-unclaimed-no-electronic-signature", "source_url": "https://www.findmassmoney.gov/app/faq-claim", "topic": "massachusetts" }, { "checked_on": "2026-10-14", "claim": "You can cancel a CMS-10106 authorization at any time by writing to the same address.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-cancel", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Form CMS-10106 can share information indefinitely or only between a start date and an end date.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-how-long", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "A personal representative who signs Form CMS-10106 attaches paperwork showing they can act for the person, like a power of attorney.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-representative", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Send Form CMS-10106 online from your secure Medicare.gov account (Medicare says this is faster) or mail it to 1-800-MEDICARE Written Authorization Dept., PO Box 1270, Lawrence, KS 66044.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-send", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Medicare estimates Form CMS-10106 takes about 15 minutes to fill out.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-time", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Form CMS-10106 has room for two people or organizations on the front. To add more, list their names and addresses on the back.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-two-names", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "On Form CMS-10106 you choose any information, or only some: Medicare eligibility, claims, health and drug plan enrollment, or premium payments.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-what-shared", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Medicare needs your permission in writing before 1-800-MEDICARE shares your personal health information with someone else. Form CMS-10106 gives that permission.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/guides/diagnosis/dementia", "publisher": "Centers for Medicare and Medicaid Services", "slug": "cms10106-written-permission", "source_url": "https://www.cms.gov/cms10106-authorization-disclose-personal-health-information", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "Medicare Open Enrollment runs October 15 to December 7. Changes take effect January 1.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Medicare.gov", "slug": "medicare-open-enrollment", "source_url": "https://www.medicare.gov/health-drug-plans/open-enrollment", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "1-800-MEDICARE is 1-800-633-4227. TTY users call 1-877-486-2048.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Medicare.gov", "slug": "medicare-phone", "source_url": "https://www.medicare.gov/about-us/contact-medicare", "topic": "medicare" }, { "checked_on": "2026-10-14", "claim": "State Health Insurance Assistance Programs (SHIPs) give free help to people with Medicare and their families, including choosing a plan.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/medicare-form", "publisher": "Medicare.gov", "slug": "medicare-ship", "source_url": "https://www.medicare.gov/talk-to-someone", "topic": "medicare" }, { "checked_on": "2026-10-22", "claim": "Michigan lists heirs, devisees, beneficiaries and personal representatives of estates currently in probate as possible deceased-owner claimants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Michigan Department of Treasury", "slug": "audit-michigan-deceased-claim", "source_url": "https://unclaimedproperty.michigan.gov/app/faq-claim", "topic": "michigan" }, { "checked_on": "2026-10-15", "claim": "Michigan provides a free service to claim lost funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Michigan Department of Treasury", "slug": "michigan-unclaimed-claim-free", "source_url": "https://unclaimedproperty.michigan.gov/app/claim-search", "topic": "michigan" }, { "checked_on": "2026-10-15", "claim": "Michigan displays cash properties of at least $50, stock proceeds, and tangible items.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/michigan/unclaimed-money", "publisher": "Michigan Department of Treasury", "slug": "michigan-unclaimed-displayed-property", "source_url": "https://unclaimedproperty.michigan.gov/app/claim-search", "topic": "michigan" }, { "checked_on": "2026-10-15", "claim": "Michigan checks for additional properties, including those under $50, after a claim is submitted.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/michigan/unclaimed-money", "publisher": "Michigan Department of Treasury", "slug": "michigan-unclaimed-smaller-properties", "source_url": "https://unclaimedproperty.michigan.gov/app/claim-search", "topic": "michigan" }, { "checked_on": "2026-10-22", "claim": "If no one has the account's sign-in details, Microsoft closes it automatically after 2 years of inactivity.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/microsoft-account-after-death", "publisher": "Microsoft", "slug": "microsoft-two-year-closure", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "microsoft" }, { "checked_on": "2026-10-15", "claim": "Minnesota's claim-status search uses the Claim ID issued for a submitted claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/minnesota/unclaimed-money", "publisher": "Minnesota Department of Commerce", "slug": "minnesota-unclaimed-claim-tracking", "source_url": "https://unclaimedproperty.mn.gov/", "topic": "minnesota" }, { "checked_on": "2026-10-22", "claim": "Minnesota requires a copy of the deceased owner's death certificate with the claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Minnesota Department of Commerce", "slug": "minnesota-unclaimed-deceased-claim", "source_url": "https://mn.gov/commerce-stat/pdfs/claim-requirements.pdf", "topic": "minnesota" }, { "checked_on": "2026-10-15", "claim": "Minnesota provides its official lost-funds claim service without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/minnesota/unclaimed-money", "publisher": "Minnesota Department of Commerce", "slug": "minnesota-unclaimed-direct-free", "source_url": "https://unclaimedproperty.mn.gov/app/claim-search", "topic": "minnesota" }, { "checked_on": "2026-10-15", "claim": "Minnesota accepts supporting claim documents through its secure upload link or by mail.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/minnesota/unclaimed-money", "publisher": "Minnesota Department of Commerce", "slug": "minnesota-unclaimed-evidence-delivery", "source_url": "https://unclaimedproperty.mn.gov/app/claim/how-to-complete", "topic": "minnesota" }, { "checked_on": "2026-10-15", "claim": "Most Minnesota claims require a signed form, photo identification, and a legal Social Security document.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Minnesota Department of Commerce", "slug": "minnesota-unclaimed-identity-documents", "source_url": "https://unclaimedproperty.mn.gov/app/claim/how-to-complete", "topic": "minnesota" }, { "checked_on": "2026-10-15", "claim": "Mississippi asks for a claim number when handling an address change or possibly lost check.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/mississippi/unclaimed-money", "publisher": "Mississippi Office of the State Treasury", "slug": "mississippi-unclaimed-address-change", "source_url": "https://ms.findyourunclaimedproperty.com/app/faq-claim", "topic": "mississippi" }, { "checked_on": "2026-10-22", "claim": "Mississippi asks for death records and filed will and probate orders when those documents exist.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Mississippi Office of the State Treasury", "slug": "mississippi-unclaimed-deceased-claim", "source_url": "https://ms.findyourunclaimedproperty.com/app/faq-claim", "topic": "mississippi" }, { "checked_on": "2026-10-15", "claim": "Mississippi charges no fee to file an unclaimed property claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Mississippi Office of the State Treasury", "slug": "mississippi-unclaimed-direct-free", "source_url": "https://treasury.ms.gov/2022/02/11/mcrae-a-lot-to-celebrate-on-unclaimed-property-day/", "topic": "mississippi" }, { "checked_on": "2026-10-15", "claim": "Mississippi accepts an explanatory note to help research a previous address when proof is unavailable.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/mississippi/unclaimed-money", "publisher": "Mississippi Office of the State Treasury", "slug": "mississippi-unclaimed-missing-address-note", "source_url": "https://ms.findyourunclaimedproperty.com/app/faq-claim", "topic": "mississippi" }, { "checked_on": "2026-10-15", "claim": "Mississippi does not accept claim forms by fax or email.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/mississippi/unclaimed-money", "publisher": "Mississippi Office of the State Treasury", "slug": "mississippi-unclaimed-no-email-fax", "source_url": "https://ms.findyourunclaimedproperty.com/app/faq-claim", "topic": "mississippi" }, { "checked_on": "2026-10-22", "claim": "Missouri allows a legal heir to recover unclaimed property when the original owner has died.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Missouri State Treasurer's Office", "slug": "missouri-unclaimed-deceased-claim", "source_url": "https://treasurer.mo.gov/UCP/FAQ.aspx", "topic": "missouri" }, { "checked_on": "2026-10-15", "claim": "Missouri processes unclaimed property claims at no cost to the owner.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Missouri State Treasurer's Office", "slug": "missouri-unclaimed-direct-free", "source_url": "https://treasurer.mo.gov/UCP/FAQ.aspx", "topic": "missouri" }, { "checked_on": "2026-10-15", "claim": "Missouri pays up to seven years of interest on cash reported as an interest-bearing account.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/missouri/unclaimed-money", "publisher": "Missouri State Treasurer's Office", "slug": "missouri-unclaimed-interest-period", "source_url": "https://treasurer.mo.gov/UCP/FAQ.aspx", "topic": "missouri" }, { "checked_on": "2026-10-15", "claim": "Missouri does not auction or sell military medals or honors held as unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/missouri/unclaimed-money", "publisher": "Missouri State Treasurer's Office", "slug": "missouri-unclaimed-military-medals", "source_url": "https://treasurer.mo.gov/UCP/FAQ.aspx", "topic": "missouri" }, { "checked_on": "2026-10-15", "claim": "Missouri imposes no time limit for filing an unclaimed property claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/missouri/unclaimed-money", "publisher": "Missouri State Treasurer's Office", "slug": "missouri-unclaimed-no-deadline", "source_url": "https://treasurer.mo.gov/UCP/FAQ.aspx", "topic": "missouri" }, { "checked_on": "2026-10-14", "claim": "The Consumer Financial Protection Bureau publishes free guides for people managing money for someone else, including agents under a power of attorney.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/guides/diagnosis/dementia", "publisher": "Consumer Financial Protection Bureau", "slug": "cfpb-managing-money", "source_url": "https://www.consumerfinance.gov/consumer-tools/managing-someone-elses-money/", "topic": "money" }, { "checked_on": "2026-10-15", "claim": "Official state unclaimed-property programs let you search for property without a search fee.", "next_check_on": "2027-10-15", "page": "", "publisher": "National Association of Unclaimed Property Administrators", "slug": "unclaimed-free", "source_url": "https://unclaimed.org/can-i-really-search-for-free/", "topic": "money" }, { "checked_on": "2026-10-22", "claim": "Montana accepts heirship claims electronically through TAP.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Montana Department of Revenue", "slug": "montana-unclaimed-deceased-claim", "source_url": "https://revenue.mt.gov/unclaimed-property/heirship-claims", "topic": "montana" }, { "checked_on": "2026-10-15", "claim": "Montana lets owners make an unclaimed property claim through its TransAction Portal for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Montana Department of Revenue", "slug": "montana-unclaimed-direct-free", "source_url": "https://revenue.mt.gov/unclaimed-property/claims", "topic": "montana" }, { "checked_on": "2026-10-15", "claim": "Montana denies an incomplete claim if requested information remains missing for six months.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/montana/unclaimed-money", "publisher": "Montana Department of Revenue", "slug": "montana-unclaimed-evidence-deadline", "source_url": "https://revenue.mt.gov/unclaimed-property/claims", "topic": "montana" }, { "checked_on": "2026-10-15", "claim": "Montana issues unclaimed property payments by paper check.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/montana/unclaimed-money", "publisher": "Montana Department of Revenue", "slug": "montana-unclaimed-paper-check", "source_url": "https://revenue.mt.gov/unclaimed-property/claims", "topic": "montana" }, { "checked_on": "2026-10-15", "claim": "Montana uses a ten-digit tracking number to check a submitted claim's status.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/montana/unclaimed-money", "publisher": "Montana Department of Revenue", "slug": "montana-unclaimed-tracking-number", "source_url": "https://revenue.mt.gov/unclaimed-property/claims", "topic": "montana" }, { "checked_on": "2026-10-22", "claim": "Nebraska asks a deceased owner's estate claimant for evidence of authority and a death record copy.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Nebraska State Treasurer", "slug": "nebraska-unclaimed-deceased-claim", "source_url": "https://nebraskalostcash.nebraska.gov/app/faq-claim", "topic": "nebraska" }, { "checked_on": "2026-10-15", "claim": "Nebraska charges no fee to search for or claim unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Nebraska State Treasurer", "slug": "nebraska-unclaimed-direct-free", "source_url": "https://treasurer.nebraska.gov/news/default.aspx?story=629", "topic": "nebraska" }, { "checked_on": "2026-10-15", "claim": "Nebraska's ownership instructions request identification, Social Security evidence, and ten years of former Nebraska addresses.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nebraska/unclaimed-money", "publisher": "Nebraska State Treasurer", "slug": "nebraska-unclaimed-former-addresses", "source_url": "https://nebraskalostcash.nebraska.gov/app/faq-claim", "topic": "nebraska" }, { "checked_on": "2026-10-15", "claim": "Nebraska warns that claim processing can take several weeks, especially during its spring advertising season.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nebraska/unclaimed-money", "publisher": "Nebraska State Treasurer", "slug": "nebraska-unclaimed-several-weeks", "source_url": "https://nebraskalostcash.nebraska.gov/app/faq-claim", "topic": "nebraska" }, { "checked_on": "2026-10-15", "claim": "Nebraska directs income-tax refund questions to its Department of Revenue.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nebraska/unclaimed-money", "publisher": "Nebraska State Treasurer", "slug": "nebraska-unclaimed-tax-refund-route", "source_url": "https://nebraskalostcash.nebraska.gov/app/faq-claim", "topic": "nebraska" }, { "checked_on": "2026-10-22", "claim": "Nevada may ask an estate claimant for evidence that they act for someone with an interest in the estate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Nevada Legislature", "slug": "nevada-unclaimed-deceased-claim", "source_url": "https://www.leg.state.nv.us/nrs/nrs-120a.html#NRS120ASec640", "topic": "nevada" }, { "checked_on": "2026-10-15", "claim": "Nevada provides its unclaimed property search and claim service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Nevada State Treasurer's Office", "slug": "nevada-unclaimed-direct-free", "source_url": "https://www.nvup.gov/app/claim-search", "topic": "nevada" }, { "checked_on": "2026-10-15", "claim": "Nevada asks claimants to note unavailable documents so staff can identify acceptable alternatives.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nevada/unclaimed-money", "publisher": "Nevada State Treasurer's Office", "slug": "nevada-unclaimed-missing-document-note", "source_url": "https://www.nvup.gov/app/faq-claim", "topic": "nevada" }, { "checked_on": "2026-10-15", "claim": "Nevada does not review a claim until the documents required on its claim form are uploaded.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nevada/unclaimed-money", "publisher": "Nevada State Treasurer's Office", "slug": "nevada-unclaimed-review-eligibility", "source_url": "https://www.nvup.gov/app/faq-claim", "topic": "nevada" }, { "checked_on": "2026-10-15", "claim": "Nevada says uploaded documents can take up to 48 hours to appear on the claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/nevada/unclaimed-money", "publisher": "Nevada State Treasurer's Office", "slug": "nevada-unclaimed-upload-delay", "source_url": "https://www.nvup.gov/app/faq-claim", "topic": "nevada" }, { "checked_on": "2026-10-22", "claim": "New Hampshire accepts a photocopy of a certified death record when that record is requested for a claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Hampshire State Treasury", "slug": "new-hampshire-unclaimed-deceased-claim", "source_url": "https://www.findnhmoney.gov/app/faq-claim", "topic": "new-hampshire" }, { "checked_on": "2026-10-15", "claim": "New Hampshire's unclaimed property office offers a free notary service during its stated office hours.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-hampshire/unclaimed-money", "publisher": "New Hampshire State Treasury", "slug": "new-hampshire-unclaimed-free-office-notary", "source_url": "https://www.findnhmoney.gov/app/faq-claim", "topic": "new-hampshire" }, { "checked_on": "2026-10-15", "claim": "New Hampshire imposes no time limit for claiming unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-hampshire/unclaimed-money", "publisher": "New Hampshire State Treasury", "slug": "new-hampshire-unclaimed-no-deadline", "source_url": "https://www.findnhmoney.gov/app/faq-claim", "topic": "new-hampshire" }, { "checked_on": "2026-10-15", "claim": "New Hampshire does not offer direct deposit for unclaimed property payments.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-hampshire/unclaimed-money", "publisher": "New Hampshire State Treasury", "slug": "new-hampshire-unclaimed-no-direct-deposit", "source_url": "https://www.findnhmoney.gov/app/faq-claim", "topic": "new-hampshire" }, { "checked_on": "2026-10-15", "claim": "New Hampshire charges $30 for liquidating or re-registering securities in an unclaimed property claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Hampshire State Treasury", "slug": "new-hampshire-unclaimed-securities-fee", "source_url": "https://www.findnhmoney.gov/app/faq-claim", "topic": "new-hampshire" }, { "checked_on": "2026-10-22", "claim": "New Jersey asks for proof that a claimant has legal authority to recover a deceased owner's property.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Jersey Department of the Treasury", "slug": "new-jersey-unclaimed-deceased-claim", "source_url": "https://www.nj.gov/treasury/unclaimed-property/claimdocumentation.shtml", "topic": "new-jersey" }, { "checked_on": "2026-10-15", "claim": "New Jersey charges no fee to search for or claim unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Jersey Unclaimed Property Administration", "slug": "new-jersey-unclaimed-direct-free", "source_url": "https://www.nj.gov/treasury/unclaimed-property/PublicFAQs.shtml", "topic": "new-jersey" }, { "checked_on": "2026-10-15", "claim": "New Jersey's Unclaimed Property Administration is not open to public visitors.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-jersey/unclaimed-money", "publisher": "New Jersey Unclaimed Property Administration", "slug": "new-jersey-unclaimed-office-closed", "source_url": "https://www.nj.gov/treasury/unclaimed-property/PublicFAQs.shtml", "topic": "new-jersey" }, { "checked_on": "2026-10-15", "claim": "New Jersey's public property information is limited to owners' names and addresses.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-jersey/unclaimed-money", "publisher": "New Jersey Unclaimed Property Administration", "slug": "new-jersey-unclaimed-public-fields", "source_url": "https://www.nj.gov/treasury/unclaimed-property/PublicFAQs.shtml", "topic": "new-jersey" }, { "checked_on": "2026-10-15", "claim": "New Jersey requires at least 30 days before replacing a check sent to the correct address.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-jersey/unclaimed-money", "publisher": "New Jersey Unclaimed Property Administration", "slug": "new-jersey-unclaimed-replacement-check-wait", "source_url": "https://www.nj.gov/treasury/unclaimed-property/PublicFAQs.shtml", "topic": "new-jersey" }, { "checked_on": "2026-10-15", "claim": "New Mexico asks original owners for proof they lived or received mail at the listed address.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-mexico/unclaimed-money", "publisher": "New Mexico Taxation and Revenue Department", "slug": "new-mexico-unclaimed-address-evidence", "source_url": "https://www.tax.newmexico.gov/individuals/what-is-unclaimed-property/file-a-claim/", "topic": "new-mexico" }, { "checked_on": "2026-10-15", "claim": "New Mexico requires a claimant account for filing through its online claims portal.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-mexico/unclaimed-money", "publisher": "New Mexico Taxation and Revenue Department", "slug": "new-mexico-unclaimed-claimant-account", "source_url": "https://www.tax.newmexico.gov/individuals/what-is-unclaimed-property/file-a-claim/", "topic": "new-mexico" }, { "checked_on": "2026-10-22", "claim": "New Mexico asks a deceased owner's legal representative for entitlement evidence and a death record when probate never opened or has closed.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Mexico Taxation and Revenue Department", "slug": "new-mexico-unclaimed-deceased-claim", "source_url": "https://www.tax.newmexico.gov/individuals/what-is-unclaimed-property/file-a-claim/", "topic": "new-mexico" }, { "checked_on": "2026-10-15", "claim": "New Mexico returns unclaimed money without charge when the claimant proves entitlement.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New Mexico Taxation and Revenue Department", "slug": "new-mexico-unclaimed-direct-free", "source_url": "https://www.tax.newmexico.gov/individuals/what-is-unclaimed-property/search-unclaimed-property/", "topic": "new-mexico" }, { "checked_on": "2026-10-15", "claim": "New Mexico's original-owner instructions require a signed and notarized claim form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-mexico/unclaimed-money", "publisher": "New Mexico Taxation and Revenue Department", "slug": "new-mexico-unclaimed-notarized-owner-form", "source_url": "https://www.tax.newmexico.gov/individuals/what-is-unclaimed-property/file-a-claim/", "topic": "new-mexico" }, { "checked_on": "2026-10-22", "claim": "New York requires proof of the deceased owner's ownership, your entitlement and a death certificate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Office of the New York State Comptroller", "slug": "audit-new-york-deceased-claim", "source_url": "https://www.osc.ny.gov/unclaimed-funds/claimants/claims-deceased-owners-and-estates", "topic": "new-york" }, { "checked_on": "2026-10-15", "claim": "New York charges no fee to claim unclaimed funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "New York State Comptroller", "slug": "new-york-unclaimed-claim-free", "source_url": "https://www.osc.ny.gov/unclaimed-funds", "topic": "new-york" }, { "checked_on": "2026-10-15", "claim": "New York updates its unclaimed funds database every day.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-york/unclaimed-money", "publisher": "New York State Comptroller", "slug": "new-york-unclaimed-daily-database", "source_url": "https://www.osc.ny.gov/unclaimed-funds", "topic": "new-york" }, { "checked_on": "2026-10-15", "claim": "New York has no time limit to claim unclaimed funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/new-york/unclaimed-money", "publisher": "New York State Comptroller", "slug": "new-york-unclaimed-no-time-limit", "source_url": "https://www.osc.ny.gov/unclaimed-funds", "topic": "new-york" }, { "checked_on": "2026-10-22", "claim": "North Carolina directs deceased-relative claimants to the Clerk of Superior Court where the relative lived.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "North Carolina Department of State Treasurer", "slug": "audit-north-carolina-deceased-claim", "source_url": "https://www.nccash.gov/faqs/claims-frequently-asked-questions", "topic": "north-carolina" }, { "checked_on": "2026-10-15", "claim": "North Carolina updates its unclaimed property database daily.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/north-carolina/unclaimed-money", "publisher": "North Carolina Department of State Treasurer", "slug": "north-carolina-unclaimed-daily-database", "source_url": "https://www.nccash.gov/", "topic": "north-carolina" }, { "checked_on": "2026-10-15", "claim": "North Carolina requires a property search before its online claim form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/north-carolina/unclaimed-money", "publisher": "North Carolina Department of State Treasurer", "slug": "north-carolina-unclaimed-search-first", "source_url": "https://www.nccash.gov/", "topic": "north-carolina" }, { "checked_on": "2026-10-15", "claim": "North Carolina offers its unclaimed property search for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "North Carolina Department of State Treasurer", "slug": "north-carolina-unclaimed-search-free", "source_url": "https://www.nccash.gov/faqs/general-frequently-asked-questions", "topic": "north-carolina" }, { "checked_on": "2026-10-15", "claim": "North Dakota requires every claimant to sign and provide identifying documents.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/north-dakota/unclaimed-money", "publisher": "North Dakota Department of Trust Lands", "slug": "north-dakota-unclaimed-all-owner-signatures", "source_url": "https://unclaimedproperty.nd.gov/app/faq-claim", "topic": "north-dakota" }, { "checked_on": "2026-10-22", "claim": "North Dakota accepts court documents showing appointment as personal representative or executor for a deceased owner's claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "North Dakota Department of Trust Lands", "slug": "north-dakota-unclaimed-deceased-claim", "source_url": "https://unclaimedproperty.nd.gov/app/faq-claim", "topic": "north-dakota" }, { "checked_on": "2026-10-15", "claim": "North Dakota provides its unclaimed property search and claim service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "North Dakota Department of Trust Lands", "slug": "north-dakota-unclaimed-direct-free", "source_url": "https://unclaimedproperty.nd.gov/app/claim-search", "topic": "north-dakota" }, { "checked_on": "2026-10-15", "claim": "North Dakota holds unclaimed property in the Common Schools Trust Fund until it is successfully claimed.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/north-dakota/unclaimed-money", "publisher": "North Dakota Department of Trust Lands", "slug": "north-dakota-unclaimed-held-trust", "source_url": "https://unclaimedproperty.nd.gov/app/faq-claim", "topic": "north-dakota" }, { "checked_on": "2026-10-15", "claim": "North Dakota accepts other documents showing a name and Social Security number when the card is unavailable.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/north-dakota/unclaimed-money", "publisher": "North Dakota Department of Trust Lands", "slug": "north-dakota-unclaimed-ssn-alternative", "source_url": "https://unclaimedproperty.nd.gov/app/faq-claim", "topic": "north-dakota" }, { "checked_on": "2026-10-22", "claim": "Ohio's Table of Heirship instructions require a certified, unredacted death certificate for the deceased owner.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Ohio Department of Commerce", "slug": "audit-ohio-deceased-claim", "source_url": "https://dam.assets.ohio.gov/image/upload/com.ohio.gov/UNFD/Claims/UNFD_TableofHeirship.pdf", "topic": "ohio" }, { "checked_on": "2026-10-15", "claim": "Ohio offers a free service to search for and claim lost funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Ohio Division of Unclaimed Funds", "slug": "ohio-unclaimed-free-service", "source_url": "https://unclaimedfunds.ohio.gov/app/claim-search", "topic": "ohio" }, { "checked_on": "2026-10-15", "claim": "Ohio lets you narrow results with your first name, city, or ZIP code.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/ohio/unclaimed-money", "publisher": "Ohio Division of Unclaimed Funds", "slug": "ohio-unclaimed-refine-search", "source_url": "https://unclaimedfunds.ohio.gov/app/claim-search", "topic": "ohio" }, { "checked_on": "2026-10-15", "claim": "Ohio starts a search with your last name or business name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/ohio/unclaimed-money", "publisher": "Ohio Division of Unclaimed Funds", "slug": "ohio-unclaimed-search-last-name", "source_url": "https://unclaimedfunds.ohio.gov/app/claim-search", "topic": "ohio" }, { "checked_on": "2026-10-22", "claim": "Oklahoma's rules distinguish deceased-owner claims above $10,000 from claims of $10,000 or less.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Oklahoma State Treasurer", "slug": "oklahoma-unclaimed-deceased-claim", "source_url": "https://oklahoma.gov/content/dam/ok/en/treasurer/documents/inside-the-office/administrative-rules/Unlcaimed_Property_Chapter_80.pdf", "topic": "oklahoma" }, { "checked_on": "2026-10-15", "claim": "Oklahoma charges no fee for an unclaimed property inquiry or payment by the Treasurer.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Oklahoma State Treasurer", "slug": "oklahoma-unclaimed-direct-free", "source_url": "https://oklahoma.gov/content/dam/ok/en/treasurer/documents/unclaimed-property/ad/2023%20SEPTEMBER%20Unclaimed%20Propery.pdf", "topic": "oklahoma" }, { "checked_on": "2026-10-15", "claim": "Most Oklahoma claims require a signed form, photo identification, and a legal Social Security document.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oklahoma/unclaimed-money", "publisher": "Oklahoma State Treasurer", "slug": "oklahoma-unclaimed-identity-evidence", "source_url": "https://yourmoney.ok.gov/app/claim/how-to-complete", "topic": "oklahoma" }, { "checked_on": "2026-10-15", "claim": "Oklahoma directs claimants to its secure document-upload link for supporting evidence.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oklahoma/unclaimed-money", "publisher": "Oklahoma State Treasurer", "slug": "oklahoma-unclaimed-online-upload", "source_url": "https://yourmoney.ok.gov/app/claim/how-to-complete", "topic": "oklahoma" }, { "checked_on": "2026-10-15", "claim": "Oklahoma recommends confirming a satellite-office appointment before visiting.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oklahoma/unclaimed-money", "publisher": "Oklahoma State Treasurer", "slug": "oklahoma-unclaimed-satellite-appointments", "source_url": "https://oklahoma.gov/treasurer/unclaimed-property.html", "topic": "oklahoma" }, { "checked_on": "2026-10-22", "claim": "Oregon may ask for proof of death, probate documents and proof of relationship when someone claims a deceased relative's funds.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Oregon State Treasury", "slug": "oregon-unclaimed-deceased-claim", "source_url": "https://unclaimed.oregon.gov/app/faq-claim", "topic": "oregon" }, { "checked_on": "2026-10-15", "claim": "Oregon lets owners file an unclaimed property claim without a fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Oregon State Treasury", "slug": "oregon-unclaimed-direct-free", "source_url": "https://www.oregon.gov/treasury/news-data/the-ledger/pages/oregon-joins-states-across-the-country-in-celebrating-national-unclaimed-property-day.aspx", "topic": "oregon" }, { "checked_on": "2026-10-15", "claim": "Oregon tells claimants not to email claim forms containing sensitive information.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oregon/unclaimed-money", "publisher": "Oregon State Treasury", "slug": "oregon-unclaimed-no-email-evidence", "source_url": "https://unclaimed.oregon.gov/app/faq-claim", "topic": "oregon" }, { "checked_on": "2026-10-15", "claim": "Oregon offers a pending claim form when expected property is not yet listed online.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oregon/unclaimed-money", "publisher": "Oregon State Treasury", "slug": "oregon-unclaimed-pending-property", "source_url": "https://unclaimed.oregon.gov/app/faq-claim", "topic": "oregon" }, { "checked_on": "2026-10-15", "claim": "Oregon warns its claim review can take up to ten months depending on workload.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/oregon/unclaimed-money", "publisher": "Oregon State Treasury", "slug": "oregon-unclaimed-review-backlog", "source_url": "https://unclaimed.oregon.gov/app/faq-claim", "topic": "oregon" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania requires a court appointment record when the estate remains open or the property exceeds $20,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Pennsylvania Treasury", "slug": "audit-pennsylvania-deceased-claim", "source_url": "https://www.searchandclaimpa.gov/app/faq-claim", "topic": "pennsylvania" }, { "checked_on": "2026-10-15", "claim": "Pennsylvania provides a free service to search for and claim lost funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Pennsylvania Treasury", "slug": "pennsylvania-unclaimed-free-service", "source_url": "https://www.searchandclaimpa.gov/app/claim-search", "topic": "pennsylvania" }, { "checked_on": "2026-10-15", "claim": "Pennsylvania lets you refine search results with a first name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/pennsylvania/unclaimed-money", "publisher": "Pennsylvania Treasury", "slug": "pennsylvania-unclaimed-refine-first-name", "source_url": "https://www.searchandclaimpa.gov/app/claim-search", "topic": "pennsylvania" }, { "checked_on": "2026-10-15", "claim": "Pennsylvania lets you start a search with a last name or business name.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/pennsylvania/unclaimed-money", "publisher": "Pennsylvania Treasury", "slug": "pennsylvania-unclaimed-search-name", "source_url": "https://www.searchandclaimpa.gov/app/claim-search", "topic": "pennsylvania" }, { "checked_on": "2026-10-22", "claim": "A suspended AT&T line still owes its monthly plan fees, add-ons and installment plans.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/att-after-a-death", "publisher": "AT&T", "slug": "att-suspend-still-billed", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "phones" }, { "checked_on": "2026-10-22", "claim": "T-Mobile asks for the account owner's name, mobile number and date of birth, and a death certificate only for Puerto Rico accounts.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/t-mobile-after-a-death", "publisher": "T-Mobile", "slug": "tmobile-request-details", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "phones" }, { "checked_on": "2026-10-22", "claim": "Rhode Island holds property for its owner or a legitimate heir after the owner's death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Rhode Island Office of the General Treasurer", "slug": "rhode-island-unclaimed-deceased-claim", "source_url": "https://www.findrimoney.gov/app/faq-general", "topic": "rhode-island" }, { "checked_on": "2026-10-15", "claim": "Rhode Island offers free property searches, claim filing, and claim-status checks at FindRIMoney.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Rhode Island Office of the General Treasurer", "slug": "rhode-island-unclaimed-direct-free", "source_url": "https://www.findrimoney.gov/", "topic": "rhode-island" }, { "checked_on": "2026-10-15", "claim": "Rhode Island accepts supporting documents through its secure upload route or by mail.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/rhode-island/unclaimed-money", "publisher": "Rhode Island Office of the General Treasurer", "slug": "rhode-island-unclaimed-evidence-delivery", "source_url": "https://www.findrimoney.gov/app/claim/how-to-complete", "topic": "rhode-island" }, { "checked_on": "2026-10-15", "claim": "Rhode Island updates its unclaimed property database regularly.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/rhode-island/unclaimed-money", "publisher": "Rhode Island Office of the General Treasurer", "slug": "rhode-island-unclaimed-regular-updates", "source_url": "https://www.findrimoney.gov/app/faq-general", "topic": "rhode-island" }, { "checked_on": "2026-10-15", "claim": "Rhode Island recommends checking open bank accounts and life insurance policies every six months.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/rhode-island/unclaimed-money", "publisher": "Rhode Island Office of the General Treasurer", "slug": "rhode-island-unclaimed-six-month-account-check", "source_url": "https://www.findrimoney.gov/app/faq-general", "topic": "rhode-island" }, { "checked_on": "2026-10-22", "claim": "An IRA owner who died before the required beginning date has no required minimum distribution for the year of death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-ira-no-rmd-before-beginning-date", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "The designated beneficiary of an inherited IRA is generally determined on September 30 of the year after the owner's death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-ira-september-30-beneficiary", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "The inherited IRA ten-year rule depends on the beneficiary category and, for an eligible beneficiary's election, the owner's required beginning date.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-ira-ten-year-conditions", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "If the inherited IRA's ten-year rule applies, the account must be emptied by December 31 of the year containing the tenth anniversary of the owner's death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-ira-ten-year-end", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "If an IRA owner died on or after the required beginning date, beneficiaries are responsible for the owner's required minimum distribution for the year of death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-ira-year-of-death-rmd", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "Plan documents explain available survivor benefits, and IRS tells surviving spouses to contact the deceased participant's employer or plan administrator.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-pension-contact-plan", "source_url": "https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-death", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "When a deceased employee's retirement plan uses the life or life-expectancy distribution rule, distributions generally begin by December 31 of the following year, with a surviving-spouse exception.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-plan-december-31-following-year", "source_url": "https://www.irs.gov/publications/p575", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "The CARES Act waived required minimum distributions from defined contribution plans and IRAs for 2020.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-retirement-2020-rmd-waiver", "source_url": "https://www.irs.gov/irb/2020-29_IRB", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "From 2025, automatic excise-tax relief can apply to a year-of-death RMD shortfall corrected by the regulation's later deadline.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-retirement-death-year-correction-relief", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "IRS gives December 31 as the annual RMD date after the required beginning date and defines the death-year amount as the owner's remaining required withdrawal.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-retirement-december-31-rmd", "source_url": "https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "For a refund question after a death, SSA says to inform the financial institution of the death as soon as possible.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-inform-bank", "source_url": "https://secure.ssa.gov/POMS.NSF/lnx/0202602050", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "SSA's lump-sum death payment may be payable to eligible children, subject to its payment-priority rules.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-lump-sum-children", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0300210001", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "SSA can extend the lump-sum death-payment filing period when it finds good cause for late filing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-lump-sum-good-cause", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0300210001", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "SSA advises against cashing a benefit check for the month of death or a later month and says to return it when appropriate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-return-death-month-check", "source_url": "https://secure.ssa.gov/POMS.NSF/lnx/0202602050", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "A bank can correctly return a Title II payment received after learning of a death, even when it covers a preceding month.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-returned-prior-month-payment", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0202408650", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "SSI eligibility terminates in the month after the recipient's month of death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-ssi-month-of-death", "source_url": "https://secure.ssa.gov/apps10/poms.nsf/lnx/0502301250", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "Social Security Title II benefits are not payable for the month of the beneficiary's death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Social Security Administration", "slug": "s02-ssa-title-ii-month-of-death", "source_url": "https://secure.ssa.gov/poms.NSF/lnx/0900711115", "topic": "s02-benefits-deadlines" }, { "checked_on": "2026-10-22", "claim": "For a calendar-year estate's 2025 return, the IRS listed April 15, 2026, as the Form 1041 filing date.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1041-calendar-2025", "source_url": "https://www.irs.gov/instructions/i1041", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "For a fiscal-year estate, Form 1041 is generally due on the fifteenth day of the fourth month after the tax year closes.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1041-fourth-month", "source_url": "https://www.irs.gov/instructions/i1041", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A domestic estate with at least $600 gross income for its tax year generally has a Form 1041 filing requirement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1041-income-trigger", "source_url": "https://www.irs.gov/instructions/i1041", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A domestic estate with a nonresident-alien beneficiary generally has a Form 1041 filing requirement regardless of its gross income.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1041-nonresident-beneficiary", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS also lists a qualified opportunity fund investment as a Form 1041 filing condition for a domestic estate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1041-qof", "source_url": "https://www.irs.gov/instructions/i1041", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Form 1310 has exceptions for a surviving spouse filing jointly and certain court-appointed representatives filing an original return with appointment evidence.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1310-exceptions", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Form 1310 is used to claim a refund on behalf of a deceased taxpayer.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-1310-purpose", "source_url": "https://www.irs.gov/forms-pubs/about-form-1310", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The May 17, 2021 postponement covered individual federal returns and specified payments, rather than every federal tax filing.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2020-relief-scope", "source_url": "https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS postponed the general individual federal income tax filing date for tax year 2020 to May 17, 2021.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2020-return-may17", "source_url": "https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS gave Maine and Massachusetts taxpayers until April 19, 2022, to file their 2021 returns because of Patriots' Day.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2021-me-ma-apr19", "source_url": "https://www.irs.gov/newsroom/2022-tax-filing-season-begins-jan-24-irs-outlines-refund-timing-and-what-to-expect-in-advance-of-april-18-tax-deadline", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The general filing deadline for individual 2021 federal tax returns was April 18, 2022.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2021-return-apr18", "source_url": "https://www.irs.gov/newsroom/2022-tax-filing-season-begins-jan-24-irs-outlines-refund-timing-and-what-to-expect-in-advance-of-april-18-tax-deadline", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS listed April 18, 2023, as the last date for transmitting timely filed tax year 2022 Form 1040 returns.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2022-return-apr18", "source_url": "https://www.irs.gov/e-file-providers/tax-year-2022-processing-2023-year-form-1040-mef-due-dates", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Maine and Massachusetts individuals had until April 17, 2024, to file 2023 Form 1040 because of Patriots' Day and Emancipation Day.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-2023-me-ma-apr17", "source_url": "https://www.irs.gov/pub/irs-prior/p509--2024.pdf", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A Form 706 filing extension does not itself extend the time to pay estate tax.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-4768-payment", "source_url": "https://www.irs.gov/instructions/i4768", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "An executor can apply for an automatic six-month Form 706 filing extension by submitting Form 4768 by the original due date.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-4768-six-months", "source_url": "https://www.irs.gov/instructions/i4768", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A personal representative can use Form 4810 to request prompt tax assessment after filing a return, excluding the federal estate tax return.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-4810-purpose", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A qualifying executor can request discharge from personal liability for income, gift and estate taxes using Form 5495 after filing the returns.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-5495-purpose", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Form 56 notifies the IRS that a person has been appointed to act in a fiduciary capacity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-56-purpose", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS says Form 56 is filed once the necessary information, including the estate's employer identification number, is available.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-56-timing", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "When Form 706 is required, the return and estate tax payment are generally due within nine months after death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s02-irs-706-nine-months", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Federal law increased the basic estate and gift tax exclusion amount to $15,000,000 for calendar year 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-basic-exclusion-2026", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/whats-new-estate-and-gift-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS lists April 16 as District of Columbia Emancipation Day in its 2026 tax calendar.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-dc-emancipation-2026", "source_url": "https://www.irs.gov/publications/p509", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "For the IRS tax calendar, legal holidays include legal holidays in the District of Columbia.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-dc-holidays", "source_url": "https://www.irs.gov/publications/p509", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The federal estate return threshold compares gross estate plus adjusted taxable gifts and the specific gift tax exemption against the death-year threshold.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-filing-measure", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2020 is $11,580,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2020", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2021 is $11,700,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2021", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2022 is $12,060,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2022", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2023 is $12,920,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2023", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2024 is $13,610,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2024", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2025 is $13,990,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2025", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The Form 706 filing threshold for a death in 2026 is $15,000,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s02-irs-estate-threshold-2026", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A calendar-year taxpayer's final federal income tax return is generally due April 15 following the year of death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-final-return-april15", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "IRS legal holidays include Inauguration Day every fourth January 20, with an additional rule for Sunday observance.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-inauguration-holiday", "source_url": "https://www.irs.gov/irm/part25/irm_25-006-001r", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Eligible executors seeking simplified portability relief file a complete, properly prepared Form 706 by the fifth anniversary of death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-portability-five-years", "source_url": "https://www.irs.gov/irb/2022-30_IRB", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The simplified portability procedure requires that the executor did not file an estate tax return within the original filing period.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-portability-no-timely-return", "source_url": "https://www.irs.gov/irb/2022-30_IRB", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "Simplified portability relief is unavailable when the estate independently had to file an estate tax return under Internal Revenue Code section 6018(a).", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-portability-not-required", "source_url": "https://www.irs.gov/irb/2022-30_IRB", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The simplified portability procedure covers certain estates of U.S. citizens or residents who died after 2010 and left a surviving spouse.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-portability-scope", "source_url": "https://www.irs.gov/irb/2022-30_IRB", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The simplified portability procedure requires the specified Revenue Procedure 2022-32 statement at the top of Form 706.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-portability-statement", "source_url": "https://www.irs.gov/irb/2022-30_IRB", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "A statewide legal holiday can delay a return's filing date for an individual resident or the required filing office in that state.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-statewide-holidays", "source_url": "https://www.irs.gov/publications/p509", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "The IRS generally treats filing on the next business day as timely when a return's due date falls on a weekend or legal holiday.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-irs-weekend-holiday", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-irs-deadlines" }, { "checked_on": "2026-10-22", "claim": "District of Columbia Emancipation Day falls on April 16 each year.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Council of the District of Columbia", "slug": "dc-emancipation-april16", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/1-612.02", "topic": "s02-routing" }, { "checked_on": "2026-10-22", "claim": "D.C. observes a Saturday legal holiday on Friday and a Sunday legal holiday on Monday for employees with a Monday through Friday workweek.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Council of the District of Columbia", "slug": "dc-holiday-weekend-observation", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/1-612.02", "topic": "s02-routing" }, { "checked_on": "2026-10-22", "claim": "The IRS state directory links to state taxation information.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "irs-state-taxation-directory", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/state-government-websites", "topic": "s02-routing" }, { "checked_on": "2026-10-22", "claim": "The IRS describes collecting assets, paying creditors and distributing remaining assets as a personal representative's primary duties.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "Internal Revenue Service", "slug": "s02-personal-representative-assets", "source_url": "https://www.irs.gov/publications/p559", "topic": "s02-routing" }, { "checked_on": "2026-10-22", "claim": "Notice 2022-53 provided excise-tax relief for specified missed beneficiary RMDs in 2021 or 2022.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2021-2022-specified-relief", "source_url": "https://www.irs.gov/irb/2022-45_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2021 or 2022 specified-RMD relief includes qualifying non-life-expectancy beneficiaries of owners who died on or after RBD.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2022-53-primary-owner-scope", "source_url": "https://www.irs.gov/irb/2022-45_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2023 specified-RMD relief includes qualifying non-life-expectancy beneficiaries of owners who died on or after RBD.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2023-54-primary-owner-scope", "source_url": "https://www.irs.gov/irb/2023-31_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Notice 2023-54 extended excise-tax relief to specified missed beneficiary RMDs in 2023.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2023-specified-relief", "source_url": "https://www.irs.gov/irb/2023-31_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2024 specified-RMD relief includes qualifying non-life-expectancy beneficiaries of owners who died on or after RBD.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2024-35-primary-owner-scope", "source_url": "https://www.irs.gov/irb/2024-19_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Notice 2024-35 extended excise-tax relief to specified missed beneficiary RMDs in 2024.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-2024-specified-relief", "source_url": "https://www.irs.gov/irb/2024-19_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "After RBD, a designated beneficiary generally uses the greater of the beneficiary's and owner's remaining life expectancies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-after-rbd-greater-factor", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Annual distributions continue after an owner's required beginning date, alongside an applicable ten-year full-payout requirement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-annual-after-rbd", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "An annual beneficiary RMD is generally due by December 31 of its distribution calendar year, including the first beneficiary distribution year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-annual-beneficiary-december31", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "After RBD, annual distributions continue each distribution calendar year until the interest is fully distributed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-annual-until-empty", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "For these distribution rules, a child reaches majority on the child's 21st birthday.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-child-majority-21", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "A beneficiary eligible only as the owner's minor child has a full-payout deadline ten calendar years after reaching majority.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-child-ten-years-after-majority", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Eligible designated beneficiary classification generally uses the beneficiary's status at the owner's death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-edb-at-death", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Eligible beneficiaries include a spouse, the owner's minor child, qualifying disabled or chronically ill people, and certain similarly aged beneficiaries.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-edb-groups", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The not-more-than-ten-years-younger test uses the owner's and beneficiary's exact dates of birth.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-edb-ten-year-dob-test", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "An employer plan may include optional distribution provisions that comply with federal required minimum distribution rules.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-employer-plan-options", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The general excise tax on an RMD shortfall is 25% of the shortfall.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-excise-25", "source_url": "https://www.irs.gov/instructions/i5329", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The correction window ends at the earliest deficiency notice, tax assessment, or statutory second-taxable-year endpoint.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-excise-correction-window", "source_url": "https://www.irs.gov/instructions/i5329", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The IRS can waive shortfall tax for reasonable error when the taxpayer takes reasonable corrective steps.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-excise-reasonable-error", "source_url": "https://www.irs.gov/instructions/i5329", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "A 10% rate may apply when the shortfall distribution and a return reflecting the tax occur within the correction window.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-excise-reduced-10", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2024 final RMD regulations apply for distribution calendar years beginning January 1, 2025.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-final-rules-2025", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "A nonspouse beneficiary's initial life expectancy generally falls by one for each subsequent calendar year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-nonspouse-factor-reduction", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "A nonspouse beneficiary's initial life expectancy uses birthday age in the calendar year after the owner's death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-nonspouse-factor-start", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The owner's remaining life expectancy starts with death-year birthday age and falls by one each following calendar year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-owner-factor-reduction", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "For pre-2022 deaths, ongoing life-expectancy distributions require the 2022 table reset rather than reusing old factors.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-pre2022-table-reset", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The IRA RMD balance is measured on December 31 of the preceding calendar year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-prior-dec31-balance", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2024 final regulations set age 73 for people born from 1951 through 1958.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-1951-through1958", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2024 final regulations reserve the 1959 cohort; the accompanying proposed regulations would use age 73.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-1959-reserved", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "The 2024 final regulations set age 75 for people born on or after January 1, 1960.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-1960-onward", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "For the historical age-70½ cohort, RMDs began by April 1 after the calendar year the owner reached 70½.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-70-half-calendar-year", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "An IRA owner's required beginning date is April 1 after the calendar year the owner reaches the applicable age.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-april1", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "For people born before July 1, 1949, the applicable RMD age is 70½.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-before-july1949", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "For people born July 1, 1949 through December 31, 1950, the applicable RMD age is 72.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-rbd-july1949-through1950", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Specified historical beneficiary relief requires no make-up RMDs and does not extend the original ten-year deadline.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-relief-no-catchup-or-reset", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Beneficiary RMD rules treat a Roth IRA owner as having died before the required beginning date.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-roth-before-rbd", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "Roth IRA owners have no lifetime required minimum distributions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-roth-lifetime", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-inherited-ira-rules" }, { "checked_on": "2026-10-22", "claim": "When the owner died before the required beginning date and the ten-year rule applies, no distribution is required before the tenth year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-before-rbd-ten-year-no-annual", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-ira-extra" }, { "checked_on": "2026-10-22", "claim": "The IRS directs beneficiaries to review the IRA plan documents or consult the custodian about the particular account's payout provisions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-custodian-account-terms", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-ira-extra" }, { "checked_on": "2026-10-22", "claim": "An eligible beneficiary of an owner who died before the required beginning date generally starts life-expectancy distributions in the following year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-edb-life-method", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-ira-extra" }, { "checked_on": "2026-10-22", "claim": "IRAs with several beneficiaries or a named trust have additional beneficiary rules.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-multiple-and-trust-review", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-ira-extra" }, { "checked_on": "2026-10-22", "claim": "Successor beneficiaries can have a ten-year endpoint measured from the beneficiary's death or from the original owner's death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-ira-successor-beneficiary", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-ira-extra" }, { "checked_on": "2026-10-22", "claim": "For 2022 and later, a frozen life expectancy uses the current Single Life entry at the original relevant age, reduced for subsequent years.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-2022-table-reset", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "The current life expectancy tables apply for distribution years beginning on or after January 1, 2022.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-current-tables-from-2022", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "Annual life-expectancy distributions continue after a qualifying minor child reaches majority, alongside the ten-year endpoint.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-minor-annual-after-majority", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "An older eligible beneficiary using the owner's remaining life expectancy must fully distribute when that divisor is one or less.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-older-edb-full-distribution-at-one", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "The checked IRS life-table reference is Publication 590-B, revision 2025.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-p590b-2025", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "Both remaining-life calculations in the beneficiary divisor rules use the Single Life Table.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-remaining-life-uses-single-table", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "An RMD never exceeds the account balance on the distribution date.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-rmd-current-account-cap", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "IRS Publication 590-B (2025) includes Table I, Single Life Expectancy, for beneficiaries.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-single-life-table", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "A sole surviving-spouse IRA beneficiary may elect owner treatment rather than beneficiary treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-spouse-owner-choice", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "A sole surviving spouse's beneficiary life expectancy is redetermined each distribution year during the spouse's life.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-spouse-recalculation", "source_url": "https://www.irs.gov/irb/2024-33_IRB", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "IRS Publication 590-B (2025) includes Table III, Uniform Lifetime.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-uniform-lifetime-table", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "Uniform Lifetime Table III is an owner's table with an exception for a sole spouse beneficiary more than ten years younger.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/inherited-ira-calculator", "publisher": "Internal Revenue Service", "slug": "s03-irs-uniform-owner-scope", "source_url": "https://www.irs.gov/publications/p590b", "topic": "s03-life-tables" }, { "checked_on": "2026-10-22", "claim": "For 2026, the federal filing test for a U.S. citizen or estate-tax resident includes gross estate, adjusted taxable gifts and the specific exemption.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-citizen-resident-filing", "source_url": "https://www.irs.gov/instructions/i706", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "Federal estate deductions can include property passing to a surviving spouse or qualified charity, subject to the applicable rules.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-deductions", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "Federal estate-tax residence depends on U.S. domicile at death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-domicile", "source_url": "https://www.irs.gov/instructions/i706", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "The federal estate tax applies to the right to transfer property at death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-estate-tax", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "The federal gross estate can include insurance, trusts and annuities as well as cash, securities, real estate and business interests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-gross-assets", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "A nonresident noncitizen can face a federal estate return requirement when U.S.-situated assets exceed $60,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-nonresident", "source_url": "https://www.irs.gov/individuals/international-taxpayers/some-nonresidents-with-us-assets-must-file-estate-tax-returns", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "A portability election can require Form 706 regardless of estate size.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-portability", "source_url": "https://www.irs.gov/instructions/i706", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "Most relatively simple estates do not need to file a federal estate tax return.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-simple-estates", "source_url": "https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "The federal estate tax rate schedule has a highest marginal rate of 40%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Internal Revenue Service", "slug": "s04-us-top-rate", "source_url": "https://www.irs.gov/instructions/i706", "topic": "s04-tax-federal" }, { "checked_on": "2026-10-22", "claim": "Alaska has no estate tax after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Alaska Department of Revenue. Tax Division", "slug": "s04-ak-no-estate-tax", "source_url": "https://tax.alaska.gov/programs/programs/index.aspx?60200", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Alabama cannot enforce its Estate and Inheritance Tax after the federal credit ended.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Alabama Department of Revenue", "slug": "s04-al-estate-inheritance-inoperative", "source_url": "https://www.revenue.alabama.gov/wp-content/uploads/2023/01/Memorandum_Op_09_29_05.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Alabama requires no estate filing for deaths after December 31, 2004.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Alabama Department of Revenue", "slug": "s04-al-no-estate-return-after-2004", "source_url": "https://www.revenue.alabama.gov/individual-corporate/alabama-estate-and-inheritance-tax/", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas estate tax was repealed for deaths on or after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Arkansas Department of Finance and Administration", "slug": "s04-ar-estate-repealed-2005", "source_url": "https://www.dfa.arkansas.gov/wp-content/uploads/605-EstateTax.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "California estate tax is limited to the allowable federal state death tax credit attributable to California property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "California State Controller's Office", "slug": "s04-ca-estate-credit-limit", "source_url": "https://www.sco.ca.gov/Files-ARD-Tax-Info/estate_lawreg_lawreg.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "California repealed its former Inheritance Tax law on June 8, 1982.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "California State Controller's Office", "slug": "s04-ca-inheritance-tax-repealed", "source_url": "https://www.sco.ca.gov/Files-ARD-Tax-Info/estate_lawreg_lawreg.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "California requires no estate tax return for deaths on or after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "California State Controller's Office", "slug": "s04-ca-no-estate-return-after-2004", "source_url": "https://sco.ca.gov/ardtax_estate_tax.html", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "The federal state death tax credit used by California ended on January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "California State Controller's Office", "slug": "s04-ca-state-death-credit-ended", "source_url": "https://sco.ca.gov/ardtax_estate_tax.html", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut estate tax applies above its $15 million Connecticut taxable estate exemption in 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-estate-exemption-2026", "source_url": "https://portal.ct.gov/drs/individuals/individual-income-tax-portal/estate-and-gift-taxes/tax-information", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut's 2026 estate tax rate above the exemption is 12 percent.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-estate-rate-2026", "source_url": "https://portal.ct.gov/drs/individuals/individual-income-tax-portal/estate-and-gift-taxes/tax-information", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut Form CT-706/709 is due within six months after death unless extended.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-estate-return-six-months", "source_url": "https://portal.ct.gov/drs/individuals/individual-income-tax-portal/estate-and-gift-taxes/tax-information", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut nonresident estates include decedents who owned Connecticut real or tangible personal property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-nonresident-real-tangible", "source_url": "https://portal.ct.gov/drs/individuals/individual-income-tax-portal/estate-and-gift-taxes/tax-information", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut can require a probate estate tax return even when no tax is due.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-nontaxable-estate-probate-return", "source_url": "https://portal.ct.gov/drs/individuals/individual-income-tax-portal/estate-and-gift-taxes/tax-information", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut succession or inheritance tax ended for deaths on or after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Connecticut Department of Revenue Services", "slug": "s04-ct-succession-tax-repealed", "source_url": "https://portal.ct.gov/DRS/DRS-Forms/Succession-and-Estate-Tax/Succession-Page", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "DC's estate exclusion for deaths during 2026 is $4,988,400.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "District of Columbia Office of Tax and Revenue", "slug": "s04-dc-estate-exclusion-2026", "source_url": "https://cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2026_D-76_v1.0_final.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "DC's general estate filing and payment deadline is ten months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "District of Columbia Office of Tax and Revenue", "slug": "s04-dc-estate-return-ten-months", "source_url": "https://cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2026_D-76_v1.0_final.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "DC's 2026 estate tax table has a top marginal rate of 16 percent.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "District of Columbia Office of Tax and Revenue", "slug": "s04-dc-estate-top-rate-2026", "source_url": "https://cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2026_D-76_v1.0_final.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "DC determines real property taxable situs by where the property is situated.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "District of Columbia Office of Tax and Revenue", "slug": "s04-dc-real-property-situs", "source_url": "https://cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2026_D-76_v1.0_final.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Delaware estate tax was repealed for deaths on or after January 1, 2018.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Delaware Division of Revenue", "slug": "s04-de-estate-repealed-2018", "source_url": "https://revenue.delaware.gov/prior-year-personal-income-tax-forms/2023-2024-personal-income-tax-forms/", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Florida estate tax ended for deaths after December 31, 2004.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Florida Department of Revenue", "slug": "s04-fl-estate-tax-ended-2005", "source_url": "https://www.floridarevenue.com/taxes/taxesfees/Pages/estate_tax.aspx", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Florida imposes no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Florida Department of Revenue", "slug": "s04-fl-no-inheritance-tax", "source_url": "https://floridarevenue.com/Forms_library/current/brochure/gt800025.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Florida no longer requires personal representatives to file its no-estate-tax affidavits from July 1, 2023.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Florida Department of Revenue", "slug": "s04-fl-no-mandatory-estate-affidavit", "source_url": "https://www.floridarevenue.com/taxes/taxesfees/Pages/estate_tax.aspx", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Georgia levies no estate tax and requires no estate tax return under current law.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Georgia Department of Revenue", "slug": "s04-ga-estate-repealed", "source_url": "https://dor.georgia.gov/estate-tax-faq", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Georgia has no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Georgia Department of Revenue", "slug": "s04-ga-no-inheritance-tax", "source_url": "https://dor.georgia.gov/estate-tax-faq", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii has an estate tax but no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-estate-and-no-inheritance", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii's standard estate exclusion is $5,490,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-estate-exclusion", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii Form M-6 is due nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-estate-return-nine-months", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii's estate tax rate schedule has a top marginal rate of 20 percent.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-estate-top-rate", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii defines its nonresident not citizen category by federal estate tax subchapter B of chapter 11.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-nonresident-not-citizen-definition", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii's M-6 instructions give a separate $60,000 filing threshold for the federal estate tax nonresident not citizen category.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-nonresident-not-citizen-limit", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii estate tax covers Hawaii taxable estates of nonresidents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Hawaii Department of Taxation", "slug": "s04-hi-nonresident-scope", "source_url": "https://files.hawaii.gov/tax/forms/current/m6ins.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Iowa estate tax was repealed for deaths on or after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Iowa Department of Revenue", "slug": "s04-ia-estate-repealed-2005", "source_url": "https://revenue.iowa.gov/taxes/tax-guidance/general/iowa-taxfee-descriptions-and-rates", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Iowa imposes no inheritance tax for deaths on or after January 1, 2025.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Iowa Department of Revenue", "slug": "s04-ia-inheritance-repealed-2025", "source_url": "https://revenue.iowa.gov/taxes/tax-guidance/general/iowa-taxfee-descriptions-and-rates", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Idaho has no inheritance tax and its estate tax expired in 2004.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Idaho State Tax Commission", "slug": "s04-id-estate-and-inheritance-ended", "source_url": "https://tax.idaho.gov/taxes/estates-and-taxes/", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois DOR directs inheritance and estate tax inquiries to the Attorney General.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Department of Revenue", "slug": "s04-il-dor-administrator-referral", "source_url": "https://tax.illinois.gov/questionsandanswers/answer.26.html", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois's $4 million estate exclusion is a taxable threshold, not a credit against tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-estate-exclusion", "source_url": "https://illinoisattorneygeneral.gov/Page-Attachments/EstateTaxInstructionFactSheet.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois requires Form 700 when gross estate plus adjusted taxable gifts exceeds $4 million.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-estate-filing-threshold", "source_url": "https://illinoisattorneygeneral.gov/Page-Attachments/EstateTaxInstructionFactSheet.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois Form 700 must be filed within nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-estate-return-nine-months", "source_url": "https://illinoisattorneygeneral.gov/Page-Attachments/Form700.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois's state death tax credit table reaches a 16 percent marginal rate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-estate-top-rate", "source_url": "https://illinoisattorneygeneral.gov/application/Estate-Tax-Calculator/taxtable.htm", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois apportions tax using the ratio of Illinois assets to total assets for resident and nonresident decedents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-nonresident-apportionment", "source_url": "https://illinoisattorneygeneral.gov/Page-Attachments/EstateTaxInstructionFactSheet.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Illinois nonresident tax situs includes Illinois real estate and tangible personal property, including property held in trust.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Illinois Attorney General", "slug": "s04-il-nonresident-real-tangible-situs", "source_url": "https://illinoisattorneygeneral.gov/Page-Attachments/Form700.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Indiana repealed inheritance and estate taxes effective January 1, 2013.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Indiana Department of Revenue", "slug": "s04-in-estate-inheritance-repealed", "source_url": "https://www.in.gov/dor/files/dn44.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Kansas imposes no estate tax for deaths after December 31, 2009.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kansas Department of Revenue", "slug": "s04-ks-estate-repealed-2010", "source_url": "https://www.ksrevenue.gov/taxnotices/notice10-07.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "Kansas replaced inheritance tax with estate tax for deaths on or after July 1, 1998.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kansas Department of Revenue", "slug": "s04-ks-inheritance-replaced-1998", "source_url": "https://www.ksrevenue.gov/taxnotices/notice08-01.pdf", "topic": "s04-tax-group-a" }, { "checked_on": "2026-10-22", "claim": "For deaths after June 30, 1998, Class A is exempt. It includes spouse, parent, child, grandchild, siblings and half-siblings.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-class-a-exempt", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/PublishingImages/Pages/default/Inheritance%20Tax%20Guide%2092F101%20(1-21).pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Class B includes nieces, nephews, half-nieces/nephews, children-in-law, aunts, uncles and great-grandchildren. It has a $1,000 exemption and 4% to 16% rates. Class C covers others, with $500 and 6% to 16%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-classes-b-c", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky does not impose estate tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-estate-no-tax", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky may still require an inheritance return when federal Form 706 is required, even when all beneficiaries are exempt.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-filing-exempt-beneficiaries", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Where tax is due, Kentucky's inheritance return must be filed within 18 months of death. Payment is due with the return.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-inheritance-due-18-months", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky imposes inheritance tax on the beneficiary's right to receive property; exemptions and rates depend on relationship and inherited value.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-inheritance-tax", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky real estate owned by a nonresident can be subject to inheritance tax; a Kentucky resident's out-of-state real estate is excluded.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Kentucky Department of Revenue", "slug": "s04-ky-nonresident-property", "source_url": "https://revenue.ky.gov/Individual/Inheritance-Estate-Tax/Pages/default.aspx", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana estate transfer tax is not due for deaths after December 31, 2004 because no federal state death tax credit is allowed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Louisiana Department of Revenue", "slug": "s04-la-estate-no-tax-after-2004", "source_url": "https://revenue.la.gov/individuals/general-resources/inheritance-and-estate-transfer-taxes/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana DOR still describes a statutory estate-transfer return requirement where tax is due or the net estate is $60,000 or more. Confirm current filing obligations with DOR despite no transfer tax due.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Louisiana Department of Revenue", "slug": "s04-la-estate-return-review", "source_url": "https://revenue.la.gov/individuals/general-resources/inheritance-and-estate-transfer-taxes/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana does not impose inheritance tax. Act 822 of 2008 repealed sections 2401 through 2426 of Title 47.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Louisiana Department of Revenue", "slug": "s04-la-inheritance-repealed", "source_url": "https://revenue.la.gov/individuals/general-resources/inheritance-and-estate-transfer-taxes/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts estate return and payment are due nine months after death when the estate meets the filing threshold.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-estate-due-nine-months", "source_url": "https://www.mass.gov/info-details/estate-tax-guide", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts estate marginal rates range from 0.8% to 16%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-estate-top-rate", "source_url": "https://www.mass.gov/info-details/tax-rates", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "For deaths from January 1, 2023, Massachusetts has a $2,000,000 filing threshold and a $99,600 credit that reduces estate tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-estate-two-million", "source_url": "https://www.mass.gov/info-details/estate-tax-guide", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts inheritance tax was suspended effective January 1, 1976 for deaths after that date. It does not apply to 2026 deaths.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-inheritance-suspended", "source_url": "https://www.mass.gov/administrative-procedure/ap-629-appeals-from-denial-or-deemed-denial-of-application-for-abatement-to-the-appellate-tax-board", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "A nonresident who owned or transferred Massachusetts real estate or tangible personal property uses worldwide gross estate plus adjusted taxable gifts to test the filing threshold.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-nonresident-worldwide-filing-test", "source_url": "https://www.mass.gov/info-details/estate-tax-guide", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "For deaths on or after August 1, 2025, Massachusetts subtracts out-of-state real/tangible property and adds Massachusetts QTIP to its tax calculation. Filing and tax-base tests differ.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Massachusetts Department of Revenue", "slug": "s04-ma-tax-base-post-august-2025", "source_url": "https://www.mass.gov/info-details/estate-tax-guide", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland estate tax return is due nine months after death, even if a federal estate return need not be filed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-estate-due-nine-months", "source_url": "https://marylandtaxes.gov/forms/24-forms/MET1.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland's estate tax exclusion is $5,000,000 for decedents dying after December 31, 2018. A qualifying deceased-spousal unused exclusion can increase it.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-estate-exclusion", "source_url": "https://marylandtaxes.gov/forms/24-forms/MET1.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland imposes separate estate and inheritance taxes. Comptroller administers estate tax; county Registers of Wills collect inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-estate-inheritance-separate", "source_url": "https://services.marylandcomptroller.gov/taxes/en/estate-and-inheritance-tax?id=kb_article_view&sysparm_article=KB0010045", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland estate tax is capped at 16% of the amount above its applicable exclusion.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-estate-top-rate", "source_url": "https://marylandtaxes.gov/forms/Tax_Publications/Tax_Tips/Personal_Tax_Tips/tip42.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland inheritance tax paid is credited against estate tax. Until inheritance tax is paid, the estate tax can remain payable.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-inheritance-credit-estate", "source_url": "https://marylandtaxes.gov/forms/Tax_Publications/Tax_Tips/Personal_Tax_Tips/tip42.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland inheritance tax is not due until property is distributed from the estate; the county Register of Wills collects it.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-inheritance-due-distribution", "source_url": "https://services.marylandcomptroller.gov/taxes/en/estate-and-inheritance-tax?id=kb_article_view&sysparm_article=KB0010045", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland inheritance tax is 10% for taxable beneficiaries. Exempt are spouse, children and other lineal descendants, their spouses, parents/grandparents, siblings and charities.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-inheritance-rate-exemptions", "source_url": "https://marylandtaxes.gov/forms/Tax_Publications/Tax_Tips/Miscellaneous_Tax_Tips/taxtip30.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland estate filing can apply to nonresidents with Maryland real estate or tangible personal property, using the estate-plus-gifts and Maryland QTIP filing test.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Comptroller of Maryland", "slug": "s04-md-nonresident-property", "source_url": "https://marylandtaxes.gov/forms/Tax_Publications/Tax_Tips/Personal_Tax_Tips/tip42.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine imposes estate tax for 2026 deaths with a $7,160,000 annual exclusion.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-estate-2026-exclusion", "source_url": "https://www.maine.gov/revenue/taxes/income-estate-tax/estate-tax-706me", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine Form 706ME is due nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-estate-due-nine-months", "source_url": "https://www.maine.gov/revenue/tax-return-forms/due-dates", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine's 2026 estate-tax table has a top marginal rate of 12%, above a Maine taxable estate of $13,160,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-estate-top-rate", "source_url": "https://www.maine.gov/revenue/taxes/income-estate-tax/estate-tax-706me", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine inheritance tax was replaced by estate tax for deaths after June 30, 1986. No inheritance tax applies to 2026 deaths.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-inheritance-replaced", "source_url": "https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ta_sept2016_vol26_iss6.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "A Maine probate estate may need Form 700-SOV or Form 706ME even when it owes no tax. Real and tangible property may require lien-discharge paperwork.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-no-tax-lien-filing", "source_url": "https://www.maine.gov/revenue/faq/estate-tax", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine real or tangible personal property can trigger a nonresident estate return when a federal return is required or the worldwide gross estate, one-year gifts and Maine elective property exceed the Maine filing threshold.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Maine Revenue Services", "slug": "s04-me-nonresident-filing", "source_url": "https://www.maine.gov/revenue/faq/estate-tax", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Michigan inheritance tax remains relevant only to inheritances from people who died on or before September 30, 1993.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Michigan Department of Treasury", "slug": "s04-mi-inheritance-only-before-october-1993", "source_url": "https://www.michigan.gov/taxes/iit/tax-guidance/tax-situations/inheritance-tax-frequently-asked-questions", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota Form M706 and payment are due nine months after death. An automatic six-month filing extension does not extend payment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-estate-due-nine-months", "source_url": "https://www.revenue.state.mn.us/estate-tax-due-dates-and-extensions", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota estate tax applies to Minnesota assets of a decedent's estate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-estate-tax", "source_url": "https://www.revenue.state.mn.us/estate-tax", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota's estate filing threshold for 2020-present is $3,000,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-estate-three-million", "source_url": "https://www.revenue.state.mn.us/estate-tax-filing-requirement", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota's estate tax has a 16% top marginal rate for 2018-present.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-estate-top-rate", "source_url": "https://www.revenue.state.mn.us/estate-tax-rates", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota has no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-inheritance-no-tax", "source_url": "https://www.revenue.state.mn.us/estate-tax-versus-inheritance-tax", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota assigns a nonresident's share of Minnesota real or tangible personal property held through a pass-through entity to Minnesota as if the entity did not exist.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Minnesota Department of Revenue", "slug": "s04-mn-nonresident-pass-through-property", "source_url": "https://www.revenue.state.mn.us/pass-through-entities-nonresidents", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Missouri imposes no estate tax and requires no estate return for deaths on or after January 1, 2005 unless the federal state death tax credit is reinstated.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Missouri Department of Revenue", "slug": "s04-mo-estate-no-tax-after-2004", "source_url": "https://www.dor.mo.gov/taxation/individual/tax-types/estate.html", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi requires no estate tax return for deaths on or after January 1, 2005 after the state death tax credit was replaced by a deduction.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Mississippi Department of Revenue", "slug": "s04-ms-estate-no-return-after-2004", "source_url": "https://www.dor.ms.gov/business/estate", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi has no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Mississippi Department of Revenue", "slug": "s04-ms-inheritance-no-tax", "source_url": "https://www.dor.ms.gov/business/estate", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana DOR says no Montana tax applies to estates of people who died after January 1, 2005; the estate tax has an effective rate of zero without the federal credit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Montana Department of Revenue", "slug": "s04-mt-estate-zero-after-2004", "source_url": "https://revenue.mt.gov/files/DOR-Publications/Biennial-Reports/July-1-2022-June-30-2024-Biennial-Report/Biennial-Report-7-1-2022-6-30-2024-Other-Taxes.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana inheritance tax does not apply to bequests on or after January 1, 2001 following Legislative Referendum 116.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Montana Department of Revenue", "slug": "s04-mt-inheritance-repealed", "source_url": "https://revenue.mt.gov/files/DOR-Publications/Biennial-Reports/July-1-2022-June-30-2024-Biennial-Report/Biennial-Report-7-1-2022-6-30-2024-Other-Taxes.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "LB 838 section 25 clarifies Nebraska Class I beneficiaries, operative July 18, 2026. The current detailed definition needs review before automated heir classification.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-class-i-2026-clarification", "source_url": "https://revenue.nebraska.gov/about/2026-nebraska-legislative-changes", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska inheritance tax is administered by county courts and apportioned among counties. A nonresident's nonexempt Nebraska property can be covered.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-county-tax-nonresident-property", "source_url": "https://revenue.nebraska.gov/sites/default/files/doc/2022_Tax_Expenditure_Report_0.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska estate tax was repealed for deaths on or after January 1, 2007.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-estate-repealed", "source_url": "https://revenue.nebraska.gov/sites/default/files/doc/research/tax-expenditure/4-731-2010.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "For deaths from January 1, 2023, Nebraska inheritance classes have these exemption/rate pairs. Siblings and lineal descendants $100,000/1%; remote relatives $40,000/11%; nonrelatives $25,000/15%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-inheritance-2023-classes-rates", "source_url": "https://revenue.nebraska.gov/about/2022-nebraska-legislative-changes", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska exempts interests passing to a surviving spouse.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-spouse-exempt", "source_url": "https://revenue.nebraska.gov/sites/default/files/doc/2022_Tax_Expenditure_Report_0.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska imposes no inheritance tax on a beneficiary younger than 22.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nebraska Department of Revenue", "slug": "s04-ne-under-22-exempt", "source_url": "https://revenue.nebraska.gov/about/2022-nebraska-legislative-changes", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire does not require an estate tax return for deaths on or after January 1, 2005 because of repeal of the federal state death tax credit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Hampshire Department of Revenue Administration", "slug": "s04-nh-estate-no-return-after-2004", "source_url": "https://www.revenue.nh.gov/faq/inheritance-estate.htm", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire Legacy and Succession Tax and nonresident personal-property transfer tax were repealed for deaths on or after January 1, 2003.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Hampshire Department of Revenue Administration", "slug": "s04-nh-inheritance-repealed", "source_url": "https://www.revenue.nh.gov/faq/inheritance-estate.htm", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey Class C covers siblings and a child's spouse/surviving spouse or qualifying civil-union partner. Class D covers everyone outside A, C and E. Step-grandchildren are not Class A.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-beneficiary-classes", "source_url": "https://www.nj.gov/treasury/taxation/pdf/other_forms/inheritance/transferinheritanceclasses.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey Class A and Class E are exempt. Class A includes spouse/civil-union/domestic partner, ancestors, descendants, stepchild and mutually acknowledged child. Class E covers qualified institutions and government.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-classes-a-e-exempt", "source_url": "https://www.nj.gov/treasury/taxation/pdf/other_forms/inheritance/it-rinst.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey Class C gets $25,000 exempt, then 11% on the next $1,075,000, 13% on the next $300,000, 14% on the next $300,000 and 16% above $1,700,000; Class D has no tax below $500 per beneficiary, but at $500 or more the full individual share is taxable at 15% on the first $700,000 and 16% above.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-classes-c-d-rates", "source_url": "https://www.nj.gov/treasury/taxation/pdf/other_forms/inheritance/it-calcsheet.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey estate tax is no longer imposed for deaths on or after January 1, 2018.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-estate-repealed", "source_url": "https://www.nj.gov/treasury/taxation/inheritance-estate/inheritance.shtml", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "A required New Jersey inheritance return and payment are due eight months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-inheritance-due-eight-months", "source_url": "https://www.nj.gov/treasury/taxation/inheritance-estate/inheritance-taxfilerequirements.shtml", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "If there is no corresponding date in the eighth month after death, New Jersey's inheritance-return due date is the first day of the following month.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-inheritance-no-corresponding-day", "source_url": "https://www.nj.gov/treasury/taxation/pdf/other_forms/inheritance/it-rinst.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey imposes inheritance tax. Relationship, date-of-death value, property type and decedent domicile matter; beneficiary residence does not.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-inheritance-tax", "source_url": "https://www.nj.gov/treasury/taxation/inheritance-estate/inheritance.shtml", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey nonresident inheritance tax applies to New Jersey real and tangible personal property, not nonresident intangible property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Jersey Division of Taxation", "slug": "s04-nj-nonresident-property", "source_url": "https://www.nj.gov/treasury/taxation/inheritance-estate/inheritance-about.shtml", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico estate tax is phased out as of January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Mexico Taxation and Revenue Department", "slug": "s04-nm-estate-phased-out", "source_url": "https://www.tax.newmexico.gov/individuals/personal-income-tax-information-overview/estate-trust-and-fiduciary-income-tax/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "When a federal Form 706 is filed for any reason, New Mexico TRD says a New Mexico Estate Tax Return should also be filed to obtain a state confirmation of no tax due.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Mexico Taxation and Revenue Department", "slug": "s04-nm-federal-return-triggers-state-return", "source_url": "https://www.tax.newmexico.gov/individuals/personal-income-tax-information-overview/estate-trust-and-fiduciary-income-tax/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico does not impose inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New Mexico Taxation and Revenue Department", "slug": "s04-nm-inheritance-no-tax", "source_url": "https://www.tax.newmexico.gov/individuals/personal-income-tax-information-overview/estate-trust-and-fiduciary-income-tax/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada does not require estate-tax filing for deaths on or after January 1, 2005 unless the federal death tax credit is reenacted.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nevada Department of Taxation", "slug": "s04-nv-estate-no-return-after-2004", "source_url": "https://tax.nv.gov/faqs/estate-tax-faqs/", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada does not currently impose or collect estate tax because the federal state death tax credit has been eliminated.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nevada Department of Taxation", "slug": "s04-nv-estate-not-currently-imposed", "source_url": "https://tax.nv.gov/wp-content/uploads/2024/07/NoticeofWorkshopR045-24Chapter375A-.docx.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada Constitution article 10 section 1(7) prohibits an inheritance tax. Department of Taxation's hearing record reproduces the provision.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Nevada Department of Taxation", "slug": "s04-nv-inheritance-constitution-prohibition", "source_url": "https://tax.nv.gov/wp-content/uploads/2025/09/25-128-Empire-Southwest-LLC-HU.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York phases out its estate-tax credit between 100% and 105% of the basic exclusion. No credit remains above 105%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-credit-cliff", "source_url": "https://www.tax.ny.gov/pdf/memos/estate_%26_gift/m14_6m.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York's basic exclusion for deaths in 2026 is $7,350,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-estate-2026-exclusion", "source_url": "https://www.tax.ny.gov/pit/estate/etidx.htm", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York Form ET-706 is due nine months after death unless an extension to file is granted.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-estate-due-nine-months", "source_url": "https://www.tax.ny.gov/pdf/current_forms/et/et706_fill_in.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York's estate-tax table has a top marginal rate of 16% above a New York taxable estate of $10,100,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-estate-top-rate", "source_url": "https://www.tax.ny.gov/pdf/current_forms/et/et706_fill_in.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York does not impose inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-inheritance-no-tax", "source_url": "https://www.tax.ny.gov/pdf/advisory_opinions/estate_%26_gift/a85_1e.pdf", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "New York nonresident estate filing applies when the estate includes New York real/tangible property and federal gross estate plus includible gifts exceeds the basic exclusion.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "New York State Department of Taxation and Finance", "slug": "s04-ny-nonresident-property-filing", "source_url": "https://www.tax.ny.gov/pit/estate/etidx.htm", "topic": "s04-tax-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina repealed its estate tax for deaths on or after January 1, 2013.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Carolina Department of Revenue", "slug": "s04-nc-estate-repeal", "source_url": "https://www.ncdor.gov/documents/reports/statistical-abstract-north-carolina-taxes-2023/open", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina repealed its inheritance tax for deaths on or after January 1, 1999.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Carolina Department of Revenue", "slug": "s04-nc-inheritance-repeal", "source_url": "https://www.ncdor.gov/documents/reports/statistical-abstract-north-carolina-taxes-2023/open", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota says no estate tax is paid for deaths occurring after January 1, 2005.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Dakota Office of State Tax Commissioner", "slug": "s04-nd-estate-no-current-tax", "source_url": "https://www.tax.nd.gov/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota estate tax returns are due 15 months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Dakota Office of State Tax Commissioner", "slug": "s04-nd-estate-return-due", "source_url": "https://www.tax.nd.gov/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota requires Form 54-91 when an estate is required to file a federal estate tax return.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Dakota Office of State Tax Commissioner", "slug": "s04-nd-federal-return-state-copy", "source_url": "https://www.tax.nd.gov/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota does not have an inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "North Dakota Office of State Tax Commissioner", "slug": "s04-nd-inheritance-no-tax", "source_url": "https://www.tax.nd.gov/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Ohio repealed its estate tax for deaths on or after January 1, 2013.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Ohio Department of Taxation", "slug": "s04-oh-estate-repeal", "source_url": "https://tax.ohio.gov/help-center/faqs/estate", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma repealed its estate tax effective January 1, 2010.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oklahoma Tax Commission", "slug": "s04-ok-estate-repeal", "source_url": "https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/rules-and-policies/letter-rulings/2006/LR-06-155.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon uses Form OR-706 estate transfer tax for deaths on or after January 1, 2012.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-current-form", "source_url": "https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "An Oregon estate filing extension does not extend the time to pay.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-extension-not-payment", "source_url": "https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon requires an estate return at a $1 million gross estate when Oregon-taxable property is present.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-filing-threshold", "source_url": "https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "An estate of at least $1 million can require Oregon filing when a nonresident owned Oregon real or tangible personal property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-nonresident-property", "source_url": "https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon estate transfer tax rates range from 10% to 16%.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-rate-range", "source_url": "https://www.oregon.gov/dor/Pages/revenue-stream.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon estate returns and payment are due 12 months after death for deaths on or after January 1, 2022.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Oregon Department of Revenue", "slug": "s04-or-estate-return-due", "source_url": "https://www.oregon.gov/dor/programs/businesses/pages/estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania requires its federal estate-return copy within one month of the federal filing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-estate-federal-copy-due", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-229.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania still requires a copy of a required federal estate return and final IRS communications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-estate-federal-return-copy", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-229.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania says there is no current basis for its estate tax after the federal state-death-tax credit ended.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-estate-no-current-tax", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-229.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "For deaths on or after January 1, 2020, Pennsylvania taxes qualifying parent-to-child transfers at 0% when the child is age 21 or younger.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-child-21-zero", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-1500.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania imposes inheritance tax on taxable transfers, with rates depending on the beneficiary relationship.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-imposed", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania applies a 4.5% rate to direct descendants and lineal heirs, subject to the separate child exemption.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-lineal-rate", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "For a nonresident, Pennsylvania taxes real and tangible personal property located in Pennsylvania.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-nonresident-property", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-1737-a.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania applies a 15% inheritance tax rate to other heirs except exempt charities, institutions and government entities.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-other-rate", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania inheritance payments become delinquent nine months after death, with a 5% discount for payment within three months.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-payment-discount", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania inheritance returns must be filed within nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-return-due", "source_url": "https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/inheritancetax/documents/rev-1500.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania applies a 12% inheritance tax rate to transfers to siblings.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-sibling-rate", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania applies a 0% rate to a surviving spouse and to a parent receiving from a child age 21 or younger.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Pennsylvania Department of Revenue", "slug": "s04-pa-inheritance-zero-rate", "source_url": "https://www.pa.gov/agencies/revenue/resources/tax-types-and-information/inheritance-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island's 2026 estate tax threshold is $1,838,056.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Rhode Island Division of Taxation", "slug": "s04-ri-estate-2026-threshold", "source_url": "https://tax.ri.gov/sites/g/files/xkgbur541/files/2025-12/ADV_2025_27_Estate_Updates.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island imposes estate tax on property transfers at death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Rhode Island Division of Taxation", "slug": "s04-ri-estate-imposed", "source_url": "https://tax.ri.gov/guidance/declaratory-rulings/ruling-request-no-2009-01", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island's nonresident apportionment includes Rhode Island real and tangible property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Rhode Island Division of Taxation", "slug": "s04-ri-estate-nonresident-property", "source_url": "https://tax.ri.gov/sites/g/files/xkgbur541/files/2025-01/RI-706_w.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "A nontaxable Rhode Island estate may need a return to discharge real-estate liens or obtain probate tax clearance.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Rhode Island Division of Taxation", "slug": "s04-ri-estate-nontaxable-return", "source_url": "https://tax.ri.gov/sites/g/files/xkgbur541/files/2025-12/ADV_2025_27_Estate_Updates.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island estate returns and payment are due nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Rhode Island Division of Taxation", "slug": "s04-ri-estate-return-due", "source_url": "https://tax.ri.gov/sites/g/files/xkgbur541/files/2023-01/RI-706_Instructions..pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina does not have an estate tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "South Carolina Department of Revenue", "slug": "s04-sc-estate-no-tax", "source_url": "https://www.dor.sc.gov/tax-education/guides-flyers/moving-sc-guide", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota has no inheritance or estate tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "South Dakota Department of Revenue", "slug": "s04-sd-estate-and-inheritance-no-tax", "source_url": "https://dor.sd.gov/individuals/taxes/", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee does not impose inheritance tax for deaths in 2016 or later and says not to file those returns.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Tennessee Department of Revenue", "slug": "s04-tn-inheritance-repeal", "source_url": "https://www.tn.gov/revenue/taxes/inheritance-tax.html", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "The Texas Comptroller says Texas no longer imposes a tax on estates.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Texas Comptroller of Public Accounts", "slug": "s04-tx-estate-no-tax", "source_url": "https://comptroller.texas.gov/transparency/reports/biennial-revenue-estimate/2008-09/available-revenue.php", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas repealed its inheritance tax effective September 1, 2015.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Texas Comptroller of Public Accounts", "slug": "s04-tx-inheritance-repeal", "source_url": "https://comptroller.texas.gov/transparency/reports/certification-revenue-estimate/2016-17/overview.php", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah says its pickup estate/inheritance tax was repealed and inheritance tax was eliminated after December 31, 2004.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Utah State Tax Commission", "slug": "s04-ut-estate-inheritance-repeal", "source_url": "https://tax.utah.gov/business/other-taxes/inheritance-tax/", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah inheritance tax returns do not need to be filed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Utah State Tax Commission", "slug": "s04-ut-inheritance-no-return", "source_url": "https://tax.utah.gov/business/other-taxes/inheritance-tax/", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Virginia says it no longer has estate or inheritance tax, subject to its legacy remainder-interest exception.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Virginia Department of Taxation", "slug": "s04-va-estate-inheritance-no-current-tax", "source_url": "https://www.tax.virginia.gov/estate-and-inheritance-taxes", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Virginia says certain remainder interests remain subject to inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Virginia Department of Taxation", "slug": "s04-va-legacy-remainder-exception", "source_url": "https://www.tax.virginia.gov/estate-and-inheritance-taxes", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont's estate tax payment threshold is $5 million plus the required two-year taxable-gift lookback.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-exemption", "source_url": "https://tax.vermont.gov/individuals/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont increased its estate tax filing threshold to $5 million effective June 18, 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-filing-2026-change", "source_url": "https://tax.vermont.gov/individuals/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont collects estate tax on Vermont estates of residents and nonresidents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-imposed", "source_url": "https://tax.vermont.gov/individuals/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont includes Vermont real and tangible personal property, while excluding nonresident intangible property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-nonresident-property", "source_url": "https://tax.vermont.gov/individuals/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont Form EST-191 applies a 16% estate tax rate after its exclusion.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-rate", "source_url": "https://tax.vermont.gov/sites/tax/files/documents/EST-191-2021.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont Form EST-191 is due within nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Vermont Department of Taxes", "slug": "s04-vt-estate-return-due", "source_url": "https://tax.vermont.gov/instructions/form-EST-191", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington has estate tax and no inheritance tax.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-and-no-inheritance", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax/estate-tax-faq", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington's filing threshold and exclusion are $3,076,000 for deaths from January 1 through June 30, 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-exclusion-2026-first-half", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington's filing threshold and exclusion are $3,000,000 for deaths on or after July 1, 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-exclusion-2026-second-half", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington can require an estate return even when no state tax is due.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-filing-despite-no-tax", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington filing can be required when a nonresident's worldwide gross estate exceeds its threshold and the nonresident owned Washington real or tangible personal property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-nonresident-property", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington estate tax rates range from 10% to 35% for deaths from July 1, 2025 through June 30, 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-rate-2026-first-half", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax/estate-tax-faq", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington estate tax rates range from 10% to 20% for deaths on or after July 1, 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-rate-2026-second-half", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax/estate-tax-faq", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington estate returns are due nine months after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-return-due", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax/estate-tax-faq", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "A qualifying surviving-spouse personal-residence exclusion can affect Washington's gross-estate filing test.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Washington Department of Revenue", "slug": "s04-wa-estate-spousal-residence-filing", "source_url": "https://dor.wa.gov/taxes-rates/other-taxes/estate-tax/estate-tax-faq", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin has no estate tax for deaths after December 31, 2007.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Wisconsin Department of Revenue", "slug": "s04-wi-estate-no-tax", "source_url": "https://www.revenue.wi.gov/Pages/FAQS/ise-estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin has no inheritance tax for deaths on or after January 1, 1992.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Wisconsin Department of Revenue", "slug": "s04-wi-inheritance-no-tax", "source_url": "https://www.revenue.wi.gov/Pages/FAQS/ise-estate.aspx", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia Revenue identifies its inheritance-tax repeal in 1985.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "West Virginia Tax Division", "slug": "s04-wv-inheritance-repeal", "source_url": "https://tax.wv.gov/Documents/Reports/CurrentTaxStructure.JointSelectCommitteeOnTaxReform.pdf", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming Revenue no longer charges the $10 estate-tax clearance processing fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Wyoming Department of Revenue", "slug": "s04-wy-clearance-processing-fee-ended", "source_url": "https://drive.google.com/uc?export=download&id=1flnOKZNMZfm9yUFj9_CA_FtVl6ld4sNZ", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming says no estate tax is due for deaths after December 31, 2004.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Wyoming Department of Revenue", "slug": "s04-wy-estate-no-tax", "source_url": "https://drive.google.com/uc?export=download&id=1flnOKZNMZfm9yUFj9_CA_FtVl6ld4sNZ", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming Revenue offers documentation that no inheritance or estate tax is due.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/estate-and-inheritance-tax-by-state", "publisher": "Wyoming Department of Revenue", "slug": "s04-wy-no-inheritance-estate-documentation", "source_url": "https://drive.google.com/uc?export=download&id=1flnOKZNMZfm9yUFj9_CA_FtVl6ld4sNZ", "topic": "s04-tax-group-c" }, { "checked_on": "2026-10-22", "claim": "Alaska charges $30 for the first certified death copy and $25 for same-record additional copies in the same order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-copy-fees", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska lists spouses, parents, children, siblings and documented attorneys or agencies for death-copy requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-eligible-requesters", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Health Analytics and Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-issuing-office", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-online-vendors", "source_url": "https://health.alaska.gov/en/services/vital-records-orders/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska lists the Office of Public Advocacy with certified delegated conservatorship or guardianship papers.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-public-advocacy-request", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska lists a separate public-record white copy for deaths more than 50 years before application.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-public-record-copy", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska lists regular mail without tracking at no charge.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alaska Department of Health", "slug": "s05-ak-regular-mail", "source_url": "https://health.alaska.gov/media/bp1dn2g4/death_form_v042026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama charges $15 for the search and first certified copy, and $6 for each same-record copy ordered at the same time.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-copy-fees", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama permits certified death record orders through any county health department.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-county-issue", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama restricts recent death records to its listed relatives, representatives, and informant.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-eligible-requesters", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama Center for Health Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-issuing-office", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama states that records may be obtained by mail in about seven to 10 days.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-mail-time", "source_url": "https://www.alabamapublichealth.gov/chambers/vital-records.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama death records more than 25 years old are available to anyone who pays the fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-older-records", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Alabama Department of Public Health", "slug": "s05-al-online-vendors", "source_url": "https://www.alabamapublichealth.gov/vitalrecords/death-certificates.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas charges $10 for the first death copy and $8 for same-record copies ordered together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arkansas Department of Health", "slug": "s05-ar-copy-fees", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/order-death-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas lists these family, informant, funeral-home and documented-beneficiary categories for death records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arkansas Department of Health", "slug": "s05-ar-eligible-requesters", "source_url": "https://healthy.arkansas.gov/wp-content/uploads/Eligible_Individuals_for_Birth_and_or_Death_Certificates.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas Department of Health is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arkansas Department of Health", "slug": "s05-ar-issuing-office", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/order-death-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas accepts certified death-copy requests by mail.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arkansas Department of Health", "slug": "s05-ar-mail-order", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/order-death-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas states 10 to 14 days of mail processing, excluding delivery.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arkansas Department of Health", "slug": "s05-ar-mail-time", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/order-death-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Arizona Department of Health Services is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Arizona Department of Health Services", "slug": "s05-az-issuing-office", "source_url": "https://www.azdhs.gov/policy-intergovernmental-affairs/vital-records/index.php", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "CDPH-VR increased certified-copy fees effective January 1, 2026 under AB 64.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-2026-fee-revision", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Vital-Records-Fees.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "California requires a notarized sworn statement for an authorized certified copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-authorized-copy", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Authorized-Copy-vs--Informational-Copy.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "California lists relatives, partners and documented authorized representatives among authorized-copy requesters.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-authorized-requesters", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Authorized-Copy-vs--Informational-Copy.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "CDPH-VR charges $26 for each certified death copy ordered by mail.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-copy-fees", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Vital-Records-Obtaining-Certified-Copies-of-Death-Records.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "CDPH-VR states an average 4 to 6 weeks for a certified copy and notes that county offices may be faster.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-copy-time", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Vital-Records-Processing-Times.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "California directs in-person copy requests to the county where the death was registered.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-county-issue", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Vital-Records-Obtaining-Certified-Copies-of-Death-Records.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "California informational copies cannot establish identity, although they are certified copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-informational-copy", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Authorized-Copy-vs--Informational-Copy.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "California Department of Public Health Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-issuing-office", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Vital-Records-Obtaining-Certified-Copies-of-Death-Records.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "CDPH-VR stopped accepting online third-party submissions on July 1, 2026 and directly processes mail applications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-mail-only-change", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Obtaining-Certified-Copies-Online.aspx", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado lists $25 for the first death copy and $20 for additional copies ordered together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-copy-fees", "source_url": "https://drive.google.com/uc?export=download&id=1POQTDPVLqteFe2rdx59mnLAOyca4ZA3A", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado requires proof of relationship or direct and tangible legal interest for vital-record requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-eligible-requesters", "source_url": "https://cdphe.colorado.gov/vital-records-identification-and-eligibility-documentation-and-requirements", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Office of the State Registrar of Vital Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-issuing-office", "source_url": "https://drive.google.com/uc?export=download&id=1POQTDPVLqteFe2rdx59mnLAOyca4ZA3A", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado permits birth and death copy orders through local Vital Records offices.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-local-offices", "source_url": "https://cdphe.colorado.gov/order-certificate-now", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado names GoCertificates and VitalChek as online ordering routes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-online-vendors", "source_url": "https://cdphe.colorado.gov/order-certificate-now", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado lists regular mail at no charge.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Colorado Department of Public Health and Environment", "slug": "s05-co-regular-mail", "source_url": "https://drive.google.com/uc?export=download&id=1POQTDPVLqteFe2rdx59mnLAOyca4ZA3A", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut charges $20 for each state-issued death certificate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-copy-fees", "source_url": "https://portal.ct.gov//DPH/Vital-Records/How-to-Obtain-a-Record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut permits adult requesters to buy death copies but restricts Social Security number access.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-eligible-requesters", "source_url": "https://portal.ct.gov/dph/vital-records/death-certificates?language=en_US", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "State Vital Records Office is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-issuing-office", "source_url": "https://portal.ct.gov//DPH/Vital-Records/How-to-Obtain-a-Record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-online-vendors", "source_url": "https://portal.ct.gov//DPH/Vital-Records/How-to-Obtain-a-Record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut states variable state-office processing of up to 12 weeks and generally faster town service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-state-time", "source_url": "https://portal.ct.gov//DPH/Vital-Records/How-to-Obtain-a-Record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut accepts copy requests at the event town or state office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-town-issue", "source_url": "https://portal.ct.gov//DPH/Vital-Records/How-to-Obtain-a-Record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut permits a qualifying spouse, child or parent to request one free veteran death copy with required proof.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s05-ct-veteran-waiver", "source_url": "https://portal.ct.gov/dph/vital-records/death-certificates?language=en_US", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "DC Health lists an $18 death certificate fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-copy-fee", "source_url": "https://dchealth.dc.gov/page/vital-records-fee-schedule-html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "DC Health describes specific family and documented interest categories for restricted death copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-eligible-requesters", "source_url": "https://dchealth.dc.gov//service/death-certificates", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "DC Health Vital Records Division is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-issuing-office", "source_url": "https://dchealth.dc.gov//service/death-certificates", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "DC Health lists online, phone, mail and kiosk death-copy ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-order-methods", "source_url": "https://dchealth.dc.gov//service/death-certificates", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "DC death records become public after 75 years and other records require documented entitlement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-record-access", "source_url": "https://dchealth.dc.gov//service/death-certificates", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Delaware requests a qualifying relationship or documented representative category on its certified-copy application.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Delaware Health and Social Services, Office of Vital Statistics", "slug": "s05-de-application-requesters", "source_url": "https://dhss.delaware.gov/wp-content/uploads/sites/12/dph/pdf/death24.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Delaware charges $25 per death certificate and retains the fee for an unsuccessful search.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Delaware Health and Social Services, Office of Vital Statistics", "slug": "s05-de-copy-fees", "source_url": "https://dhss.delaware.gov/wp-content/uploads/sites/12/dph/pdf/death24.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Office of Vital Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Delaware Health and Social Services, Office of Vital Statistics", "slug": "s05-de-issuing-office", "source_url": "https://dhss.delaware.gov/dph/homepage/about/sections/ehdishome/vitalstats/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Delaware names GoCertificates and VitalChek for online vital-record orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Delaware Health and Social Services, Office of Vital Statistics", "slug": "s05-de-online-vendors", "source_url": "https://dhss.delaware.gov/dph/homepage/about/sections/ehdishome/vitalstats/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida state standard orders charge $5 for one search and certified copy, then $4 for additional certified copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-copy-fees", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida county health departments accept copy requests for deaths from 2009 onward and have varying fees.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-county-issue", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida permits public no-cause-of-death copies for adults and restricts recent confidential records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-eligible-requesters", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida Bureau of Vital Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-issuing-office", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida lists a $1 shipping and handling fee for state bureau orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-mail-handling", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida states 3 to 5 business days excluding shipping for death copies from 2009 onward, with longer processing for older records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-mail-time", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Florida names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Florida Department of Health", "slug": "s05-fl-online-vendors", "source_url": "https://www.floridahealth.gov/certificates-records/death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia lists $25 for a death certificate and $5 for additional copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-copy-fees", "source_url": "https://dph.georgia.gov/ways-request-vital-record/fees", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia directs requesters to county vital-record offices for potentially older records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-county-records", "source_url": "https://dph.georgia.gov/ways-request-vital-record/death", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia restricts certified death copies to requesters with direct and tangible interest.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-eligible-requesters", "source_url": "https://dph.georgia.gov/ways-request-vital-record/death", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia Office of Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-issuing-office", "source_url": "https://dph.georgia.gov/VitalRecords/how-do-i-order-georgia-birth-and-death-records-online", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia states 8 to 10 weeks for state-office mail requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-mail-time", "source_url": "https://dph.georgia.gov/ways-request-vital-record/death", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia names GO copies and VitalChek as third-party vendors, alongside its state ROVER route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-online-vendors", "source_url": "https://dph.georgia.gov/order-certificate-online", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia permits public requesters to receive plain-paper death records with Social Security number redacted.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Georgia Department of Public Health", "slug": "s05-ga-public-paper-copy", "source_url": "https://dph.georgia.gov/VitalRecords/how-do-i-order-georgia-birth-and-death-records-online", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii adds $2.50 for each group of up to 5 copies in an order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Hawaii Department of Health", "slug": "s05-hi-administration-block-fee", "source_url": "https://health.hawaii.gov/vitalrecords/-death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii charges $10 for the first death copy and $4 for same-copy additional copies ordered together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Hawaii Department of Health", "slug": "s05-hi-copy-fees", "source_url": "https://health.hawaii.gov/vitalrecords/-death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii requires a direct and tangible interest for a certified death copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Hawaii Department of Health", "slug": "s05-hi-eligible-requesters", "source_url": "https://health.hawaii.gov/vitalrecords/-death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Office of Health Status Monitoring, Issuance/Vital Statistics Section is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Hawaii Department of Health", "slug": "s05-hi-issuing-office", "source_url": "https://health.hawaii.gov/vitalrecords/-death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii accepts death-copy orders online, by mail and in person.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Hawaii Department of Health", "slug": "s05-hi-order-methods", "source_url": "https://health.hawaii.gov/vitalrecords/-death-certificates/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa state mail orders cost $20 for each certified record copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-copy-fees", "source_url": "https://hhs.iowa.gov/family-community/vital-records/how-request-certified-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa county recorders keep records of events that occurred in their counties, subject to stated limitations.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-county-records", "source_url": "https://hhs.iowa.gov/family-community/vital-records", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa lists relatives and documented guardians or representatives as entitled record requesters.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-eligible-requesters", "source_url": "https://hhs.iowa.gov/family-community/vital-records", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa Department of Health and Human Services, Bureau of Health Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-issuing-office", "source_url": "https://hhs.iowa.gov/family-community/vital-records/how-request-certified-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa mail applicants provide a notarized application and a current government-issued photo-ID copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-mail-documents", "source_url": "https://hhs.iowa.gov/family-community/vital-records/how-request-certified-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-online-vendors", "source_url": "https://hhs.iowa.gov/family-community/vital-records/how-request-certified-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa retains the$20 fee when a record is not located.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s05-ia-retained-search-fee", "source_url": "https://hhs.iowa.gov/family-community/vital-records/how-request-certified-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho lists a $16 per-copy fee for certified death copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s05-id-copy-fee", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/processing-times-and-fees-1", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho restricts confidential copies to people with direct and tangible interest.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s05-id-eligible-requesters", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/order-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho Bureau of Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s05-id-issuing-office", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/order-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s05-id-online-vendors", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/order-record", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho states 3 to 5 weeks for standard non-rush orders, excluding mailing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s05-id-standard-time", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/processing-times-and-fees-1", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois states that a certified death copy can be used for legal purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-certified-purpose", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois directs requests for death records before 1916 to the event county clerk.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-county-records", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/forms/topics-services/birth-death-other-records/death-records/death-record-application-082026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois requires personal or property-right interest and documentation for nonrelative requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-eligible-requesters", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois Department of Public Health, Division of Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-issuing-office", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois lists $19 for the first certified long-form death copy and $4 for each additional copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-long-form-copy-fees", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/forms/topics-services/birth-death-other-records/death-records/death-record-application-082026.pdf", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois states approximately 12 weeks for ordinary mailed vital-record requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-mail-time", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records/obtain-death-certificate.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-online-vendors", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records/obtain-death-certificate.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois uncertified death copies are informational and cannot be used for legal purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Illinois Department of Public Health", "slug": "s05-il-uncertified-copy", "source_url": "https://dph.illinois.gov/topics-services/birth-death-other-records/death-records.html", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana state death-copy mail orders cost $8 for the first copy and $4 for each additional copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-copy-fees", "source_url": "https://www.in.gov/health/vital-records/order-now/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana directs in-person death-copy requests to the event county health department.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-county-issue", "source_url": "https://www.in.gov/health/vital-records/order-now/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana lists adult siblings and descendants, spouses and documented attorneys among direct-interest requesters.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-direct-interest", "source_url": "https://www.in.gov/health/vital-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana Department of Health Division of Vital Records is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-issuing-office", "source_url": "https://www.in.gov/health/vital-records/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-online-vendors", "source_url": "https://www.in.gov/health/vital-records/order-now/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana notes that processing times vary by case.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-processing-caveat", "source_url": "https://www.in.gov/health/vital-records/order-now/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana lists 60 days for death certificates and notes case-by-case variation.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-processing-time", "source_url": "https://www.in.gov/health/vital-records/order-now/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana retains the search fee and includes one copy if a record is found.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-search-fee", "source_url": "https://www.in.gov/health/vital-records/death-information/", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas charges $20 for each certified death copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-copy-fees", "source_url": "https://www.kdhe.ks.gov/DocumentCenter/View/11006/Death-Application-PDF", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas restricts vital records to the named person, immediate family or people showing a qualifying legal need.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-eligible-requesters", "source_url": "https://www.kdhe.ks.gov/DocumentCenter/View/11006/Death-Application-PDF", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Office of Vital Statistics is the office or agency named on the official death-records source.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-issuing-office", "source_url": "https://www.kdhe.ks.gov/1193/Death-Certificate", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas lists 7 to 10 business days for mail requests, depending on volume.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-mail-time", "source_url": "https://www.kdhe.ks.gov/1193/Death-Certificate", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas names VitalChek as an online ordering service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-online-vendors", "source_url": "https://www.kdhe.ks.gov/1193/Death-Certificate", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas requesters must be age 18 or older.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-requester-age", "source_url": "https://www.kdhe.ks.gov/DocumentCenter/View/11006/Death-Application-PDF", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas retains the initial$20 search fee if the record is not found.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s05-ks-search-fee", "source_url": "https://www.kdhe.ks.gov/1193/Death-Certificate", "topic": "s05-death-certificates-a" }, { "checked_on": "2026-10-22", "claim": "Kentucky's Office of Vital Statistics maintains death records from 1911 onward for deaths that occurred in Kentucky.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Kentucky Office of Vital Statistics", "slug": "s05-ky-vital-office-routing", "source_url": "https://www.chfs.ky.gov/agencies/dph/dehp/vsb/Pages/death-certificates.aspx", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Participating Louisiana clerks of court issue certified copies for deaths on or after July 7, 2012, for an additional fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-clerk-certified-copies", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana permits listed close relatives and specified legal or beneficiary applicants to request death certificates.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-eligible-requesters", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana identifies Vital Records Registry as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-issuing-office", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana adds a $0.50 state charge to each mail-in or VitalChek order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-mail-order-state-charge", "source_url": "https://www.ldh.la.gov/page/691", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana asks mail applicants to allow approximately 8 to 10 weeks for delivery.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-mail-processing", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-official-online-vendor", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana charges $7 per certified death certificate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-state-copy-fee", "source_url": "https://www.ldh.la.gov/page/691", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts RVRS issues only certified copies regardless of intended use.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-certified-only", "source_url": "https://www.mass.gov/how-to/order-a-birth-marriage-or-death-certificate", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts identifies Registry of Vital Records and Statistics as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-issuing-office", "source_url": "https://www.mass.gov/how-to/order-a-birth-marriage-or-death-certificate", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "The Massachusetts 2026 fee schedule says standard mail requests are processed and shipped within 15 to 20 business days.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-mail-processing-fee-schedule", "source_url": "https://www.mass.gov/doc/vital-records-service-fees-0/download", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "The Massachusetts ordering page says mail requests are processed within 30 business days of receipt.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-mail-processing-page", "source_url": "https://www.mass.gov/how-to/order-a-birth-marriage-or-death-certificate", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-official-online-vendor", "source_url": "https://www.mass.gov/doc/vital-records-service-fees-0/download", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts requires identification, may require relationship documentation, and restricts access to death records containing a Social Security number.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-request-documentation", "source_url": "https://www.mass.gov/how-to/order-a-birth-marriage-or-death-certificate", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts standard mail service costs $32 per copy and includes a ten-year search.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-standard-mail-fees", "source_url": "https://www.mass.gov/doc/vital-records-service-fees-0/download", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland charges $10 for the first death certificate and $12 for each extra copy in the same transaction.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maryland Department of Health", "slug": "s05-md-certified-mail-fees", "source_url": "https://health.maryland.gov/vsa/Documents/Certificates/Death/dcert%20application_20211007.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland DVR issues certified copies for deaths in 2012 or later and directs older requests to the state archives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maryland Department of Health", "slug": "s05-md-certified-record-scope", "source_url": "https://health.maryland.gov/vsa/Pages/death.aspx", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland permits surviving relatives, authorized representatives and the funeral director responsible for final disposition to apply.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maryland Department of Health", "slug": "s05-md-eligible-requesters", "source_url": "https://health.maryland.gov/vsa/Pages/death.aspx", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland identifies Division of Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maryland Department of Health", "slug": "s05-md-issuing-office", "source_url": "https://health.maryland.gov/vsa/Documents/Certificates/Death/dcert%20application_20211007.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maryland Department of Health", "slug": "s05-md-official-online-vendor", "source_url": "https://health.maryland.gov/vsa/Pages/death.aspx", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine requires a direct and legitimate interest before the department or a municipal clerk releases a certified record.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-certified-access", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine charges $15 for a record search and one certified copy if found, plus $6 for each extra certified copy requested with that search.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-certified-mail-fees", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine identifies Data, Research, and Vital Statistics (DRVS) as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-issuing-office", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine states that mail applications average 5 to 7 business days after receipt.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-mail-processing", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine charges $10 for a search and a noncertified copy if found, which is not a legal document.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-noncertified-records", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Maine officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Maine Center for Disease Control and Prevention", "slug": "s05-me-official-online-vendor", "source_url": "https://www.maine.gov/dhhs/mecdc/vital-records/request-documents", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan's linked mail application states approximately 4 to 6 weeks of in-office regular processing before mailing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-application-processing-conflict", "source_url": "https://www.michigan.gov/mdhhs/-/media/Project/Websites/mdhhs/Folder1/Folder3/deathapp.pdf?rev=958d9f7b1b38491f81968e33f731a8bb&hash=97E2A13C796725735FB43A121F166C61", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan charges a $34 base search fee including one certified death record or no-find letter, plus $16 for each extra certified copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-certified-mail-fees", "source_url": "https://www.michigan.gov/mdhhs/-/media/Project/Websites/mdhhs/Folder1/Folder3/deathapp.pdf?rev=958d9f7b1b38491f81968e33f731a8bb&hash=97E2A13C796725735FB43A121F166C61", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan identifies Michigan Vital Records Office as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-issuing-office", "source_url": "https://www.michigan.gov/mdhhs/-/media/Project/Websites/mdhhs/Folder1/Folder3/deathapp.pdf?rev=958d9f7b1b38491f81968e33f731a8bb&hash=97E2A13C796725735FB43A121F166C61", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-official-online-vendor", "source_url": "https://www.michigan.gov/mdhhs/doing-business/vitalrecords/order-a-copy-of-a-vital-record", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan's current ordering page lists 10 to 12 weeks for regular death-record processing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-regular-current-processing", "source_url": "https://www.michigan.gov/mdhhs/doing-business/vitalrecords/order-a-copy-of-a-vital-record", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan's short death record omits medical information and manner of death, while its long record contains the full death registration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-short-long-forms", "source_url": "https://www.michigan.gov/mdhhs/-/media/Project/Websites/mdhhs/Folder1/Folder3/deathapp.pdf?rev=958d9f7b1b38491f81968e33f731a8bb&hash=97E2A13C796725735FB43A121F166C61", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan death records are unrestricted and anyone may request a search by submitting a signed completed application and fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s05-mi-unrestricted-death-records", "source_url": "https://www.michigan.gov/mdhhs/-/media/Project/Websites/mdhhs/Folder1/Folder3/deathapp.pdf?rev=958d9f7b1b38491f81968e33f731a8bb&hash=97E2A13C796725735FB43A121F166C61", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota describes birth and death certificates as certified legal documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-certified-legal-document", "source_url": "https://www.health.mn.gov/people/vitalrecords/tangible.html", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota charges $13 for a first certified death record and $6 for each extra copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-certified-mail-fees", "source_url": "https://www.health.mn.gov/people/vitalrecords/docs/dcappia.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota makes many vital records available through counties and directs pre-1908 death records to the county of death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-county-offices", "source_url": "https://www.health.mn.gov/people/vitalrecords/birthnc.html", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota bases certified-copy eligibility on relationship and record classification and requires identification and a witnessed or notarized signature.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-eligible-requesters", "source_url": "https://www.health.mn.gov/people/vitalrecords/tangible.html", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota allows anyone to buy an informational noncertified death record.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-informational-record", "source_url": "https://www.health.mn.gov/people/vitalrecords/tangible.html", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota identifies Office of Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Minnesota Department of Health", "slug": "s05-mn-issuing-office", "source_url": "https://www.health.mn.gov/people/vitalrecords/docs/dcappia.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri charges $14 for a death-record search with one certified copy if found, plus $11 for each extra same-record copy ordered at the same time.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-certified-mail-fees", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/notice-fees", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri requires a direct and tangible interest for a certified vital record, including qualifying family members, guardians and official representatives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-eligible-requesters", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/frequently-asked-questions", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri identifies Bureau of Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-issuing-office", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/order-copy-vital-record", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri local offices offer death records from 1980 onward, while the state offers short and long forms from 1910 onward.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-local-state-scope", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/order-copy-vital-record", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-official-online-vendor", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/order-copy-vital-record", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri states that standard mail requests take approximately 4 to 8 weeks and can take longer for errors or research.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s05-mo-state-mail-processing", "source_url": "https://health.mo.gov/vital-records-registries/vital-records/frequently-asked-questions", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi charges $17 for the first certified death certificate and $6 for each extra copy ordered at the same time.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Mississippi State Department of Health", "slug": "s05-ms-certified-mail-fees", "source_url": "https://www.msdh.ms.gov/msdhsite/_static/31%2C1248%2C109%2C62.html", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi limits certified death records to people with a legitimate and tangible interest under its listed categories.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Mississippi State Department of Health", "slug": "s05-ms-eligible-requesters", "source_url": "https://www.msdh.ms.gov/msdhsite/_static/resources/21411.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi provides plain-paper copies for genealogy when the purpose and relationship are stated.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Mississippi State Department of Health", "slug": "s05-ms-genealogy-plain-paper", "source_url": "https://www.msdh.ms.gov/msdhsite/_static/resources/21411.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi identifies Mississippi Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Mississippi State Department of Health", "slug": "s05-ms-issuing-office", "source_url": "https://www.msdh.ms.gov/msdhsite/_static/resources/21411.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi generally processes copy requests in 7 to 10 business days after receipt.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Mississippi State Department of Health", "slug": "s05-ms-mail-processing", "source_url": "https://www.msdh.ms.gov/msdhsite/_static/resources/21411.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana certified death certificates cost $16 each.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-certified-copy-fees", "source_url": "https://dphhs.mt.gov/assets/Statistics/VitalStats/DeathCertificateApplication.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana treats both abstract and long-form records as certified.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-certified-versions", "source_url": "https://www.dphhs.mt.gov/vitalrecords/InformationalCertificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana permits in-person requests at any County Clerk and Recorder office regardless of the county of the vital event.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-county-issuance", "source_url": "https://www.dphhs.mt.gov/vitalrecords/BirthDeathCertificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana issues a certified death record to anyone who completes the application, establishes identity and states the reason, omitting pending cause information when applicable.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-eligible-requesters", "source_url": "https://dphhs.mt.gov/assets/Statistics/VitalStats/DeathCertificateApplication.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana informational records are for genealogy or personal records and cannot be used for legal identification.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-informational-not-legal", "source_url": "https://www.dphhs.mt.gov/vitalrecords/InformationalCertificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana identifies Montana Office of Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-issuing-office", "source_url": "https://dphhs.mt.gov/assets/Statistics/VitalStats/DeathCertificateApplication.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana officially names VitalChek and VitalRecordsOnline for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-official-online-vendor", "source_url": "https://www.dphhs.mt.gov/vitalrecords/BirthDeathCertificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Montana states that processing times vary with current staffing and workload.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s05-mt-processing-varies", "source_url": "https://www.dphhs.mt.gov/vitalrecords/BirthDeathCertificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska's Office of Vital Records maintains the state's death records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nebraska Department of Health and Human Services", "slug": "s05-ne-vital-office-routing", "source_url": "https://dhhs.ne.gov/Pages/vital-records.aspx", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire's death certificate application prices the first copy at $15 and each extra at $10.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Hampshire Division of Vital Records Administration", "slug": "s05-nh-certified-copy-fees", "source_url": "https://www.sos.nh.gov/sites/g/files/ehbemt561/files/inline-documents/sonh/vital-record-application-2.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire's application offers versions containing cause and manner, manner only, or neither.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Hampshire Division of Vital Records Administration", "slug": "s05-nh-death-record-versions", "source_url": "https://www.sos.nh.gov/sites/g/files/ehbemt561/files/inline-documents/sonh/vital-record-application-2.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire DVRA and city or town clerks issue certified records to qualified applicants with a direct and tangible interest.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Hampshire Division of Vital Records Administration", "slug": "s05-nh-direct-tangible-interest", "source_url": "https://www.sos.nh.gov/vital-records-0/purchasing-correcting-vital-records/request-certificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire identifies Division of Vital Records Administration as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Hampshire Division of Vital Records Administration", "slug": "s05-nh-issuing-office", "source_url": "https://www.sos.nh.gov/vital-records-0/purchasing-correcting-vital-records/request-certificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire collects its $15 search fee whether or not a record is found.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Hampshire Division of Vital Records Administration", "slug": "s05-nh-search-fee-retained", "source_url": "https://www.sos.nh.gov/vital-records-0/purchasing-correcting-vital-records/request-certificates", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey requires relationship proof for a certified copy but not an informational certification, which is invalid for legal or identity purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-certified-informational", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey's contact page lists 8 to 10 weeks from approval for mailed requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-contact-mail-processing", "source_url": "https://nj.gov/health/vital/contact-us/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey requires proof that the applicant belongs to an eligible relationship or legal category for a certified copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-eligible-requesters", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey identifies Office of Vital Statistics and Registry as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-issuing-office", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey local vital-records fees and processing times vary by office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-local-office-differences", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-official-online-vendor", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey state fees are $25 for search and one copy or no-record statement, plus $2 for each extra same-record copy ordered together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-state-mail-fees", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey's order page lists 2 to 4 weeks for mail requests through VitalChek, excluding delivery and deficiencies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Jersey Department of Health", "slug": "s05-nj-vendor-mail-processing", "source_url": "https://nj.gov/health/vital/order-vital/non-genealogical-records/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico says death certificates are available only at the Santa Fe office, in person or by mail.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-death-record-office", "source_url": "https://www.nmhealth.org/publication/view/help/9625/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico restricts death certificates to immediate family or documented legal-interest applicants until the record is public after 50 years.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-eligible-requesters", "source_url": "https://www.nmhealth.org/publication/view/help/9625/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico identifies Bureau of Vital Records & Health Statistics as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-issuing-office", "source_url": "https://www.nmhealth.org/publication/view/help/9625/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico's application lists average processing of 6 to 12 weeks and warns that volume can change this.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-mail-processing", "source_url": "https://www.nmhealth.org/publication/view/form/610/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-official-online-vendor", "source_url": "https://www.nmhealth.org/publication/view/help/9625/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico charges $5 for a death-record search with a copy and $5 for each extra copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New Mexico Department of Health", "slug": "s05-nm-state-copy-fees", "source_url": "https://www.nmhealth.org/publication/view/help/9625/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes an application for a certified copy of a death certificate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s05-nv-certified-application", "source_url": "https://www.dpbh.nv.gov/uploadedFiles/dpbh.nv.gov/content/Programs/BirthDeath/dta/Forms/Death%20Certificate.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada charges $25 per death certificate for six listed counties and $22 for the other counties.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s05-nv-county-dependent-copy-fees", "source_url": "https://www.dpbh.nv.gov/programs/birth-death-marriage-divorce-records/birth-death-vital-records-faqs/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada requires a direct blood, marriage or legal relationship or a need to facilitate a legal process for a certified record.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s05-nv-eligible-requesters", "source_url": "https://www.dpbh.nv.gov/uploadedFiles/dpbh.nv.gov/content/Programs/BirthDeath/dta/Forms/Death%20Certificate.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada identifies Office of Vital Records as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s05-nv-issuing-office", "source_url": "https://www.dpbh.nv.gov/uploadedFiles/dpbh.nv.gov/content/Programs/BirthDeath/dta/Forms/Death%20Certificate.pdf", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada officially names VitalChek for online ordering.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s05-nv-official-online-vendor", "source_url": "https://www.dpbh.nv.gov/programs/birth-death-marriage-divorce-records/birth-death-vital-records-faqs/", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York State permits close listed relatives and applicants with documented legal or medical grounds or a state court order to obtain death certificates.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-eligible-requesters", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York State outside New York City identifies Vital Records Certification Unit as its vital-records ordering office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-issuing-office", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York death records are also available from the local registrar where the event occurred.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-local-registrars", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York State warns of significant order-processing delays.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-processing-delays", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York State Vital Records excludes the five New York City boroughs.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-state-excludes-nyc", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "New York State lists mail death certificate orders at $30 per copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York State Department of Health", "slug": "s05-ny-state-mail-fees", "source_url": "https://www.health.ny.gov/vital_records/death.htm", "topic": "s05-death-certificates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina certified copies have its registrar signature and raised seal.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-certified-copy", "source_url": "https://vitalrecords.nc.gov/faqs.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina mail copy fees are $24 first and $15 additional, plus the stated VitalChek processing fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-copy-fees", "source_url": "https://vitalrecords.nc.gov/order.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina allows birth, death and marriage copies from the event county Register of Deeds.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-county-route", "source_url": "https://vitalrecords.nc.gov/order.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-eligibility", "source_url": "https://vitalrecords.nc.gov/faqs.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina uncertified copies are informational and not accepted for legal purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-informational-copy", "source_url": "https://vitalrecords.nc.gov/faqs.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina directs copy requests to its NC Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-issuing-office", "source_url": "https://vitalrecords.nc.gov/order.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-official-vendor", "source_url": "https://vitalrecords.nc.gov/order.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina lists a $13.95 VitalChek processing fee.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-processing-fee", "source_url": "https://vitalrecords.nc.gov/fees.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes different regular death certificate processing estimates by record year.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Carolina Department of Health and Human Services", "slug": "s05-nc-processing-time", "source_url": "https://vitalrecords.nc.gov/processing-dates.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota offers complete and facts-of-death certified products with different content.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-certified-types", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota death copies cost $15 first and $10 additional in the same order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-copy-fees", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-eligibility", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota also permits licensed attorneys with a bona fide legal determination to obtain a facts-of-death copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-facts-of-death-attorney", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota calls its public informational death product certified and issues no uncertified copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-informational-copy", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota directs copy requests to its Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-issuing-office", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota usually mails received death requests within 3 to 5 business days.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s05-nd-processing-time", "source_url": "https://www.hhs.nd.gov/vital/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "NYC certified death copies no longer use a raised seal.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-certification-paper", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-death.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "NYC non-premium mail copies cost $15 each.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-copy-fees", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-fees.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "New York City restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-eligibility", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-death.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "New York City directs copy requests to its NYC Health Department.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-issuing-office", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-death.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "New York City names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-official-vendor", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-fees.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "NYC lists 8 to 12 weeks for non-premium mail requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "New York City Department of Health and Mental Hygiene", "slug": "s05-nyc-processing-time", "source_url": "https://www.nyc.gov/site/doh/services/birth-death-records-fees.page", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio charges $21.50 for its death record/search even if no record is located.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-copy-fee", "source_url": "https://odh.ohio.gov/know-our-programs/vital-statistics/how-to-order-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-eligibility", "source_url": "https://odh.ohio.gov/know-our-programs/vital-statistics/oficina-de-estadisticas-vitales", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio directs copy requests to its Bureau of Vital Statistics.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-issuing-office", "source_url": "https://odh.ohio.gov/know-our-programs/vital-statistics/how-to-order-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio directs certified pre 1971 death requests to the local health department where death occurred.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-local-route", "source_url": "https://odh.ohio.gov/know-our-programs/vital-statistics/how-to-order-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio's current death application prices each certified copy at $21.50.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-per-copy-fee", "source_url": "https://odh.ohio.gov/wps/wcm/connect/gov/a639af8b-d043-4f7d-8568-cd8889de2033/VS-ApplicationforCertifiedCopies2025v4.pdf?MOD=AJPERES&CONVERT_TO=url&CACHEID=ROOTWORKSPACE.Z18_K9I401S01H7F40QBNJU3SO1F56-a639af8b-d043-4f7d-8568-cd8889de2033-pEeSGNX", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Ohio mail-in copy orders typically take 4 to 6 weeks.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Ohio Department of Health", "slug": "s05-oh-processing-time", "source_url": "https://odh.ohio.gov/know-our-programs/vital-statistics/how-to-order-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma lists mailed death certificates at $15 per copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oklahoma State Department of Health", "slug": "s05-ok-copy-fees", "source_url": "https://oklahoma.gov/health/services/birth-and-death-certificates/faqs.html", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oklahoma State Department of Health", "slug": "s05-ok-eligibility", "source_url": "https://oklahoma.gov/health/services/birth-and-death-certificates/faqs.html", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma directs copy requests to its Vital Records Service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oklahoma State Department of Health", "slug": "s05-ok-issuing-office", "source_url": "https://oklahoma.gov/health/services/birth-and-death-certificates/faqs.html", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oklahoma State Department of Health", "slug": "s05-ok-official-vendor", "source_url": "https://oklahoma.gov/health/services/birth-and-death-certificates/faqs.html", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma publishes conflicting standard-mail estimates on the same FAQ.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oklahoma State Department of Health", "slug": "s05-ok-processing-conflict", "source_url": "https://oklahoma.gov/health/services/birth-and-death-certificates/faqs.html", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon issues short and long death certificate forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-certificate-types", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon mail certified death copies cost $25 first and $25 each additional.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-copy-fees", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon names county health departments as an official certified-copy route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-county-route", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-eligibility", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon directs copy requests to its Oregon Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-issuing-office", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-official-vendor", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon states approximately 3 to 5 weeks for mail processing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Oregon Health Authority", "slug": "s05-or-processing-time", "source_url": "https://www.oregon.gov/oha/ph/birthdeathcertificates/pages/orderdeathcertificate.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania offers death certificates with or without medical information.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-certificate-types", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania death copies cost $20 each regardless of quantity.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-copy-fees", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-eligibility", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania directs copy requests to its Division of Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-issuing-office", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/processing-times", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-official-vendor", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania lists approximately 3 weeks for mailed death certificate applications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s05-pa-processing-time", "source_url": "https://www.pa.gov/agencies/health/programs/vital-records/processing-times", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island mail/drop-box copies cost $25 first and $18 additional on the same day.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Rhode Island Department of Health", "slug": "s05-ri-copy-fees", "source_url": "https://health.ri.gov/vital-records/requesting-vital-record-state?language=fa", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Rhode Island Department of Health", "slug": "s05-ri-eligibility", "source_url": "https://health.ri.gov/vital-records/requesting-vital-record-state?language=fa", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island directs copy requests to its Center for Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Rhode Island Department of Health", "slug": "s05-ri-issuing-office", "source_url": "https://health.ri.gov/vital-records/requesting-vital-record-state?language=fa", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Rhode Island Department of Health", "slug": "s05-ri-official-vendor", "source_url": "https://health.ri.gov/vital-records/requesting-vital-record-state?language=fa", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island states 4 to 6 weeks to process a standard mail request.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Rhode Island Department of Health", "slug": "s05-ri-processing-time", "source_url": "https://health.ri.gov/vital-records/requesting-vital-record-state?language=fa", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina mailed death copies cost $12 first and $3 additional in the same order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-copy-fees", "source_url": "https://dph.sc.gov/sites/scdph/files/Library/D-2594.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-eligibility", "source_url": "https://dph.sc.gov/public/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina distinguishes noncertified public death copies after 50 years.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-informational-copy", "source_url": "https://dph.sc.gov/sites/scdph/files/Library/D-2594.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina directs copy requests to its Vital Records Section.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-issuing-office", "source_url": "https://dph.sc.gov/sites/scdph/files/Library/D-2594.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina Vital Records offices issue records from any county.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-local-route", "source_url": "https://dph.sc.gov/public/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina names Go copies and VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-official-vendor", "source_url": "https://dph.sc.gov/public/vital-records/death-certificates", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina gives approximately 4 weeks for ordinary mailed death requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Carolina Department of Public Health", "slug": "s05-sc-processing-time", "source_url": "https://dph.sc.gov/sites/scdph/files/Library/D-2594.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota certified copies use security paper, raised seal and signature.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-certified-copy", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/eligibility-identification/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota mail record copies cost $15 each.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-copy-fees", "source_url": "https://doh.sd.gov/media/enwfylbq/stateapplication.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota allows mail requests to a Register of Deeds.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-county-route", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-eligibility", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/eligibility-identification/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota informational copies are not legal proof of identification.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-informational-copy", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/eligibility-identification/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota directs copy requests to its Vital Records Office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-issuing-office", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-official-vendor", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Processing times may vary depending on location.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "South Dakota Department of Health", "slug": "s05-sd-processing-time", "source_url": "https://doh.sd.gov/licensing-and-records/vital-records/order-vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee restricts who may receive cause-of-death details.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-cause-of-death", "source_url": "https://www.tn.gov/content/dam/tn/health/documents/vital-records/PH-1663-Application-For-Certified-Copy-of-Certificate-of-Death.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee death copies cost $15 each.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-copy-fees", "source_url": "https://www.tn.gov/content/dam/tn/health/documents/vital-records/PH-1663-Application-For-Certified-Copy-of-Certificate-of-Death.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee county health departments can issue registered statewide death certificates.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-county-route", "source_url": "https://www.tn.gov/health/vr", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-eligibility", "source_url": "https://vitalrecords.tn.gov/hc/en-us/articles/36323891148435-How-do-I-get-my-certificate-In-Person-Local-County-Health-Department-Mail-or-Online", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee directs copy requests to its Tennessee Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-issuing-office", "source_url": "https://www.tn.gov/health/vr", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-official-vendor", "source_url": "https://vitalrecords.tn.gov/hc/en-us/articles/36323891148435-How-do-I-get-my-certificate-In-Person-Local-County-Health-Department-Mail-or-Online", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee's June 23,2026 table lists 3 days for unchanged mail copy requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-processing-time", "source_url": "https://vitalrecords.tn.gov/hc/en-us/articles/36330016050195-How-long-will-it-take", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee's search fee is nonrefundable if the death record is not on file.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Tennessee Department of Health", "slug": "s05-tn-search-fee-condition", "source_url": "https://www.tn.gov/content/dam/tn/health/documents/vital-records/PH-1663-Application-For-Certified-Copy-of-Certificate-of-Death.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas distinguishes verification letters from certified death copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-certified-copy", "source_url": "https://www.dshs.texas.gov/vital-statistics/death-records/death-record-faqs", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas charges $20 first and $3 additional death copies ordered at the same time.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-copy-fees", "source_url": "https://www.dshs.texas.gov/vital-statistics/costs-fees", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-eligibility", "source_url": "https://www.dshs.texas.gov/vital-statistics/death-records/death-record-faqs", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas directs copy requests to its Vital Statistics.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-issuing-office", "source_url": "https://www.dshs.texas.gov/vital-statistics/death-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas lists 25 to 30 business days for mailed certified death copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-processing-time", "source_url": "https://www.dshs.texas.gov/vital-statistics/processing-times", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas includes default USPS First Class return shipping at no cost.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-regular-return-postage", "source_url": "https://www.dshs.texas.gov/vital-statistics/costs-fees", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Texas death-verification letters do not replace certified copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Texas Department of State Health Services", "slug": "s05-tx-verification-letter", "source_url": "https://www.dshs.texas.gov/vital-statistics/death-records/death-record-faqs", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah additional copies of the same record ordered on the same day cost $10.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-additional-copy-fee", "source_url": "https://vitalrecords.utah.gov/fee-schedule", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah initial certified death copies cost $35.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-copy-fees", "source_url": "https://vitalrecords.utah.gov/fee-schedule", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-eligibility", "source_url": "https://vitalrecords.utah.gov/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah directs copy requests to its Office of Vital Records and Statistics.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-issuing-office", "source_url": "https://vitalrecords.utah.gov/death", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah offers certified copies through local health departments.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-local-route", "source_url": "https://vitalrecords.utah.gov/order-a-vital-record-certificate", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah asks mail applicants to allow at least 6 weeks.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-processing-time", "source_url": "https://vitalrecords.utah.gov/order-a-vital-record-certificate", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Utah lists standard shipping $1 and international shipping $2.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s05-ut-standard-shipping", "source_url": "https://vitalrecords.utah.gov/fee-schedule", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia changed certification paper effective February 1,2001.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-certification-paper", "source_url": "https://www.vdh.virginia.gov/vital-records/frequently-asked-questions/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia's July 1,2026 fee is $15 for each certified copy or search.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-copy-fees", "source_url": "https://www.vdh.virginia.gov/vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia death records become public 25 years after the event.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-death-public-period", "source_url": "https://www.vdh.virginia.gov/vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-eligibility", "source_url": "https://www.vdh.virginia.gov/vital-records/frequently-asked-questions/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia directs copy requests to its Office of Vital Records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-issuing-office", "source_url": "https://www.vdh.virginia.gov/vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia identifies local health departments and DMV locations for most records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-local-route", "source_url": "https://www.vdh.virginia.gov/vital-records/frequently-asked-questions/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-official-vendor", "source_url": "https://www.vdh.virginia.gov/vital-records/frequently-asked-questions/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia lists 2 weeks normal processing for its standard option.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-processing-time", "source_url": "https://www.vdh.virginia.gov/vital-records/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Virginia offers limited Verification of Death to qualifying non-immediate family.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Virginia Department of Health", "slug": "s05-va-verification", "source_url": "https://www.vdh.virginia.gov/vital-records/frequently-asked-questions/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont certified copies have security paper and raised seal.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-certified-copy", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont certified copies cost $10 per copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-copy-fees", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-eligibility", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont noncertified copies are plain-paper watermarked copies available free.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-informational-copy", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont directs copy requests to its Department of Health.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-issuing-office", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Vermont town/city clerks can issue the listed death records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Vermont Department of Health", "slug": "s05-vt-local-route", "source_url": "https://www.healthvermont.gov/stats/vital-records/order-vital-records", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington issues long and short certified legal death products.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-certificate-types", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington fees start at $25 per certified or noncertified informational death copy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-copy-fees", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-eligibility", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington informational copies cannot serve legal purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-informational-copy", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington directs copy requests to its Washington State Department of Health.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-issuing-office", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington directs customers to local health departments for copy availability.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-local-route", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-official-vendor", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Washington states 8 to 10 weeks for mailed death orders after payment processing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Washington State Department of Health", "slug": "s05-wa-processing-time", "source_url": "https://doh.wa.gov/licenses-permits-and-certificates/vital-records/ordering-vital-record/death-record", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin certified records use security paper, raised seal and registrar signature.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-certified-copy", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin mailed record copies cost $20 first and $3 additional.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-copy-fees", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin offers county and city vital-record routes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-county-route", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin distinguishes Fact of Death from Extended Fact of Death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-death-product-types", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-eligibility", "source_url": "https://www.dhs.wisconsin.gov/forms/f0/f05280.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin uncertified copies cannot serve legal or identification purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-informational-copy", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin directs copy requests to its Wisconsin Vital Records Office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-issuing-office", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-official-vendor", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin mail processing takes about 10 business days after receipt.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s05-wi-processing-time", "source_url": "https://www.dhs.wisconsin.gov/vitalrecords/record.htm", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia charges $12 for additional three-year searches.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-additional-search-period", "source_url": "https://dhhr.wv.gov/HSC/VR/CR/Pages/default.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia Vital Registration provides certified death copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-certified-copy", "source_url": "https://dhhr.wv.gov/HSC/VR/CR/Pages/default.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia mailed death copies cost $12 each.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-copy-fees", "source_url": "https://dhhr.wv.gov/HSC/VR/CR/Pages/default.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-eligibility", "source_url": "https://dhhr.wv.gov/HSC/forms/Documents/deathfmnew.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia directs copy requests to its Vital Registration Office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-issuing-office", "source_url": "https://dhhr.wv.gov/HSC/VR/CR/Pages/default.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia names VitalChek for copy orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "West Virginia Department of Health, Health Statistics Center", "slug": "s05-wv-official-vendor", "source_url": "https://dhhr.wv.gov/HSC/VR/CR/Pages/default.aspx", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming standard certified abstracts are acceptable for legal purposes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-certified-copy", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming certified death copies cost $25 first and $20 additional.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-copy-fees", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming restricts certified death copies to its listed eligible applicants.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-eligibility", "source_url": "https://health.wyo.gov/admin/vitalstatistics/orders/", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming applicants may need an Excessive Copies Form for four or more lifetime copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-excessive-copies-form", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming genealogy verifications are redacted rather than full records.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-genealogy-verification", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming directs copy requests to its Vital Statistics Services.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-issuing-office", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming mail applications require a self-addressed stamped return envelope.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Wyoming Department of Health", "slug": "s05-wy-mail-envelope", "source_url": "https://health.wyo.gov/wp-content/uploads/2024/10/WDH_VSS-Application-for-Certified-Copy-2024-Form-1a-Birth.pdf", "topic": "s05-death-certificates-c" }, { "checked_on": "2026-10-22", "claim": "California lists the authorized applicants and supporting-document conditions for vital-record copies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "California Department of Public Health", "slug": "s05-ca-full-authorized-requesters", "source_url": "https://www.cdph.ca.gov/Programs/CHSI/Pages/Authorized-Copy-vs--Informational-Copy.aspx", "topic": "s05-death-certificates-eligibility" }, { "checked_on": "2026-10-22", "claim": "DC Health lists the relationships, legal interests and documents it accepts for death-record requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "DC Health", "slug": "s05-dc-full-eligible-requesters", "source_url": "https://dchealth.dc.gov//service/death-certificates", "topic": "s05-death-certificates-eligibility" }, { "checked_on": "2026-10-22", "claim": "Indiana lists direct-interest categories, documentation and age conditions for vital-record requests.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Indiana Department of Health", "slug": "s05-in-full-direct-interest", "source_url": "https://www.in.gov/health/vital-records/", "topic": "s05-death-certificates-eligibility" }, { "checked_on": "2026-10-22", "claim": "Louisiana lists eligible death-record applicants, supporting-document requirements and categories served only by its central office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Louisiana Department of Health", "slug": "s05-la-full-eligible-requesters", "source_url": "https://www.ldh.la.gov/page/how-to-order-death-records", "topic": "s05-death-certificates-eligibility" }, { "checked_on": "2026-10-22", "claim": "Massachusetts restricts access to death records containing a full Social Security number to the applicants and conditions listed by the office.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/death-certificates-by-state", "publisher": "Massachusetts Registry of Vital Records and Statistics", "slug": "s05-ma-death-ssn-access", "source_url": "https://www.mass.gov/how-to/order-a-birth-marriage-or-death-certificate", "topic": "s05-death-certificates-eligibility" }, { "checked_on": "2026-10-22", "claim": "Alaska publishes this property measure for the Affidavit for Collection of Personal Property process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alaska Court System", "slug": "s06-ak-asset-measure", "source_url": "https://courts.alaska.gov/shc/probate/affidavit.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska collection by affidavit has separate net vehicle and other-personal-property caps, a 30-day wait and no probate-case requirement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alaska Court System", "slug": "s06-ak-collection-conditions", "source_url": "https://courts.alaska.gov/shc/probate/affidavit.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Alaska permits qualifying successors other than creditors to use its P-110 collection affidavit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alaska Court System", "slug": "s06-ak-successor-and-form", "source_url": "https://courts.alaska.gov/shc/probate/affidavit.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama publishes this property measure for the Summary distribution of a small estate process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alabama Legislature", "slug": "s06-al-asset-measure", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-2-691", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama defines the revised small estate using personal property and a sum of inflation-adjusted allowances, with a specified minor-child restriction.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alabama Legislature", "slug": "s06-al-revised-estate-definition", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-2-691", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Alabama summary distribution requires a verified probate petition and court notice periods, rather than a fixed wait from death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Alabama Legislature", "slug": "s06-al-revised-summary-procedure", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-2-692", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas publishes this property measure for the Affidavit for Collection of Small Estate by Distributee process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arkansas Judiciary", "slug": "s06-ar-asset-measure", "source_url": "https://www.arcourts.gov/sites/default/files/files-list/Form%2023.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas's official small-estate form states a $100,000 adjusted estate cap, more than 45 days, no appointed representative and paid-claim requirements.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arkansas Judiciary", "slug": "s06-ar-collection-form-conditions", "source_url": "https://www.arcourts.gov/sites/default/files/files-list/Form%2023.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas court notes identify §28-41-101 and address notice when a collected small estate contains real property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arkansas Judiciary", "slug": "s06-ar-collection-real-property-notes", "source_url": "https://www.arcourts.gov/sites/default/files/files-list/Form%2023.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arizona publishes this property measure for the Collection of personal property by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arizona Legislature", "slug": "s06-az-asset-measure-personal", "source_url": "https://www.azleg.gov/ars/14/03971.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arizona publishes this property measure for the Affidavit of succession to real property process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arizona Legislature", "slug": "s06-az-asset-measure-real", "source_url": "https://www.azleg.gov/ars/14/03971.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arizona's current personal-property affidavit cap is $200,000 net of liens and encumbrances, with a 30-day wait and additional prerequisites.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arizona Legislature", "slug": "s06-az-personal-affidavit", "source_url": "https://www.azleg.gov/ars/14/03971.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Arizona's current real-property affidavit has a $300,000 net cap, a six-month wait and specified debt, tax and entitlement conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Arizona Legislature", "slug": "s06-az-real-property-affidavit", "source_url": "https://www.azleg.gov/ars/14/03971.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California publishes this property measure for the Personal-property affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-asset-measure-personal", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de300.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California publishes this property measure for the Petition to Determine Succession to Primary Residence process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-asset-measure-primary-residence", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de300.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California publishes this property measure for the Affidavit re Real Property of Small Value process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-asset-measure-small-real", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de300.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California DE-300 has one column for deaths from April 1, 2022 through March 31, 2025, and another for deaths on or after April 1, 2025.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-de300-death-periods", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de300.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California DE-300 states different property bases for personal collection, primary residence and small-value real-property methods.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-de300-property-bases", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de300.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California court guidance excludes qualifying joint-tenancy, multiple-party and pay-on-death accounts from the relevant small-estate valuation.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-joint-pod-exclusions", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts/simplified-probate-procedures", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California court guidance describes direct transfers to named beneficiaries for life insurance, retirement and qualifying pay-on-death or Totten Trust accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-named-beneficiary-examples", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California court guidance describes the personal-property affidavit, its death-date limits and 40-day wait.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-personal-current-court", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts/simplified-probate-procedures", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California's $750,000 primary-residence succession process applies to deaths on or after April 1,2025 and requires a petition and hearing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-primary-residence-current-court", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts/simplified-probate-procedures", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California DE-310 states that at least 40 days must have passed since death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Judicial Council of California", "slug": "s06-ca-primary-residence-forty-days", "source_url": "https://courts.ca.gov/sites/default/files/courts/default/2024-11/de310.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California court guidance describes the small-value real-property affidavit, death-date limits and six-month wait.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-real-small-current-court", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts/simplified-probate-procedures", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "California court guidance says property titled to a living trust passes to its beneficiaries without probate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Superior Court of California, County of Orange", "slug": "s06-ca-trust-title-exclusion", "source_url": "https://www.occourts.org/self-help/self-help-probate/wills-trusts", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado publishes this property measure for the Collection of Personal Property by Affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Colorado Judicial Branch", "slug": "s06-co-asset-measure", "source_url": "https://www.coloradojudicial.gov/sites/default/files/2026-03/JDF998.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado's official JDF 998 guide states a 10-day wait, net estate caps by death year and a personal-property-only affidavit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Colorado Judicial Branch", "slug": "s06-co-jdf998-conditions-years", "source_url": "https://www.coloradojudicial.gov/sites/default/files/2026-03/JDF998.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Colorado's court guide identifies statutory collection sections, successor rights and a separate DMV vehicle affidavit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Colorado Judicial Branch", "slug": "s06-co-jdf998-successors-vehicles", "source_url": "https://www.coloradojudicial.gov/sites/default/files/2026-03/JDF998.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut's small-estate affidavit covers up to$40,000 in solely owned personal property, with no solely owned Connecticut real property and a court notice wait.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Connecticut General Assembly", "slug": "s06-ct-affidavit-in-lieu", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut publishes this property measure for the Affidavit in Lieu of Probate of Will/Administration process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Connecticut General Assembly", "slug": "s06-ct-asset-measure", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut Probate Courts publishes PC-212 for its section 45a-273 small-estate procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Connecticut Probate Courts", "slug": "s06-ct-pc212-form", "source_url": "https://www.ctprobate.gov/Forms/PC-212.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "The current District of Columbia affidavit section includes temporary amendments expiring March 27,2027.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-affidavit-temporary-version", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-361", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "District of Columbia publishes this property measure for the Payment or delivery of small asset by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-asset-measure-affidavit", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-361", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "District of Columbia publishes this property measure for the Small-estate court administration process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-asset-measure-court", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-351", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "District of Columbia's separate small-asset affidavit has a$40,000 net probate cap,60-day wait, no real property and additional successor/liability conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-small-asset-affidavit-current", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-361", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "District of Columbia small estates require court appointment and may require a 30-day publication notice period.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-small-estate-court-review", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-353", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "The current District of Columbia small-estate court-administration cap is$80,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Council of the District of Columbia", "slug": "s06-dc-small-estate-current-cap", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-351", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Delaware publishes this property measure for the Distribution without grant of letters by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Delaware General Assembly", "slug": "s06-de-asset-measure", "source_url": "https://delcode.delaware.gov/title12/c023/sc01/index.html", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Delaware's current personal-estate affidavit cap is$50,000 with a 30-day wait, paid/provided claims, spouse allowance and no Delaware sole/tenancy-in-common real estate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Delaware General Assembly", "slug": "s06-de-current-personal-affidavit", "source_url": "https://delcode.delaware.gov/title12/c023/sc01/index.html", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Florida publishes this property measure for the Summary administration process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Florida Senate", "slug": "s06-fl-asset-measure", "source_url": "https://www.flsenate.gov/laws/statutes/2025/735.201", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Florida summary administration permits a qualifying estate at most$75,000 after creditor-exempt exclusions, or an estate after more than two years, subject to will restrictions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Florida Senate", "slug": "s06-fl-summary-administration", "source_url": "https://www.flsenate.gov/laws/statutes/2025/735.201", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia publishes this property measure for the Petition for Order Declaring No Administration Necessary process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Supreme Court of Georgia", "slug": "s06-ga-asset-measure", "source_url": "https://www.gasupreme.us/wp-content/uploads/2021/07/GPCSF9_0721.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia's No Administration Necessary petition requires intestacy and unanimous heir agreement, with creditor treatment and property-description requirements.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Supreme Court of Georgia", "slug": "s06-ga-no-administration-conditions", "source_url": "https://www.gasupreme.us/wp-content/uploads/2021/07/GPCSF9_0721.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Georgia's No Administration Necessary petition requires information about creditors and their consent or notice.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Supreme Court of Georgia", "slug": "s06-ga-no-administration-creditors", "source_url": "https://www.gasupreme.us/wp-content/uploads/2021/07/GPCSF9_0721.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii publishes this property measure for the Collection of personal property by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Hawaii Legislature", "slug": "s06-hi-asset-measure", "source_url": "https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0560/HRS_0560-0003-1201.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii's personal-property affidavit uses a$100,000 in-state estate cap with a motor-vehicle exception, successor proof and no pending/granted representative.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Hawaii Legislature", "slug": "s06-hi-personal-collection", "source_url": "https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0560/HRS_0560-0003-1201.htm", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa's affidavit identifies successors and requires tax, Medicaid and creditor treatment, and no pending administration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Iowa Legislature", "slug": "s06-ia-affidavit-creditor-conditions", "source_url": "https://www.legis.iowa.gov/docs/code/633.356.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa publishes this property measure for the Distribution by affidavit for very small estates process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Iowa Legislature", "slug": "s06-ia-asset-measure", "source_url": "https://www.legis.iowa.gov/docs/code/633.356.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Iowa's very-small-estate affidavit has a$50,000 gross personal-property cap,40-day wait and a death-date-dependent real-property condition.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Iowa Legislature", "slug": "s06-ia-very-small-estate-affidavit", "source_url": "https://www.legis.iowa.gov/docs/code/633.356.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho publishes this property measure for the Collection of personal property by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Idaho Legislature", "slug": "s06-id-asset-measure", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title15/T15CH3/SECT15-3-1201/", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Idaho's collection affidavit has a$100,000 fair-market probate-estate cap less liens/encumbrances, a 30-day wait and successor/administration requirements.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Idaho Legislature", "slug": "s06-id-personal-collection", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title15/T15CH3/SECT15-3-1201/", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois publishes this property measure for the Small Estate Affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Clerk of the Circuit Court of Cook County", "slug": "s06-il-asset-measure-100000", "source_url": "https://services.cookcountyclerkofcourt.org/forms/Forms/pdf_files/CCP0247.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois publishes this property measure for the Small Estate Affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Clerk of the Circuit Court of Cook County", "slug": "s06-il-asset-measure-150000", "source_url": "https://services.cookcountyclerkofcourt.org/forms/Forms/pdf_files/CCP0248.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois court's official affidavit states the death-date period, personal-estate cap and administration prerequisites for this version.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Clerk of the Circuit Court of Cook County", "slug": "s06-il-court-form-100000", "source_url": "https://services.cookcountyclerkofcourt.org/forms/Forms/pdf_files/CCP0247.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Illinois court's official affidavit states the death-date period, personal-estate cap and administration prerequisites for this version.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Clerk of the Circuit Court of Cook County", "slug": "s06-il-court-form-150000", "source_url": "https://services.cookcountyclerkofcourt.org/forms/Forms/pdf_files/CCP0248.pdf", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana publishes this property measure for the Small Estate Affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Hamilton County Courts", "slug": "s06-in-asset-measure", "source_url": "https://hamiltoncounty.in.gov/m/faq?cat=57", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Indiana court self-help describes a$100,000 gross-probate-estate affidavit with a 45-day wait and successor/administration conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Hamilton County Courts", "slug": "s06-in-current-court-affidavit", "source_url": "https://hamiltoncounty.in.gov/m/faq?cat=57", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas publishes this property measure for the Transfer of personal property to successor by affidavit process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kansas Office of Revisor of Statutes", "slug": "s06-ks-asset-measure", "source_url": "https://ksrevisor.gov/statutes/chapters/ch59/059_015_0007b.html", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Kansas permits a qualifying successor's affidavit for personal property when a resident decedent's total probate assets do not exceed$75,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kansas Office of Revisor of Statutes", "slug": "s06-ks-successor-personal-affidavit", "source_url": "https://ksrevisor.gov/statutes/chapters/ch59/059_015_0007b.html", "topic": "s06-small-estates-a" }, { "checked_on": "2026-10-22", "claim": "Kentucky uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kentucky General Assembly", "slug": "s06-ky-dispense-asset-basis", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=57684", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kentucky General Assembly", "slug": "s06-ky-dispense-conditions", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=57684", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky publishes the Dispense with administration procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kentucky General Assembly", "slug": "s06-ky-dispense-route", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=57684", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky provides the stated 30000-dollar personal-property exemption for the surviving spouse or, if none, surviving children.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Kentucky General Assembly", "slug": "s06-ky-family-exemption", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=49987", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-asset-basis", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-conditions", "source_url": "https://www.legis.la.gov/legis/LawPrint.aspx?d=111767", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana requires the stated notice or inability-to-locate condition for an heir who does not sign.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-heir-notice", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111768", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes a 125000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-limit", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-real-property", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111770", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes the Nonresident ancillary small succession procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-nonresident-route", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-older-death-asset-basis", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-older-death-conditions", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes the Succession at least 20 years after death procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-older-death-route", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-asset-basis", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-conditions", "source_url": "https://www.legis.la.gov/legis/LawPrint.aspx?d=111767", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana requires the stated notice or inability-to-locate condition for an heir who does not sign.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-heir-notice", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111768", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes a 200000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-limit", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-real-property", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111770", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes the Resident small succession procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Louisiana State Legislature", "slug": "s06-la-resident-route", "source_url": "https://www.legis.la.gov/LEGIS/Law.aspx?d=111765", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-asset-basis", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-conditions", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts publishes a 25000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-limit", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts publishes the named official form for reference.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-official-form", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-real-property", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts publishes the Voluntary administration procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-route", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Massachusetts Probate and Family Court", "slug": "s06-ma-voluntary-wait", "source_url": "https://www.mass.gov/info-details/instructions-for-voluntary-administration-with-or-without-a-will-mpc-961", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-general-asset-basis", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-general-conditions", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland publishes a 50000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-general-limit", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-general-real-property", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=1-301&enactments=false", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland publishes the Small estate administration procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-general-route", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-spouse-asset-basis", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-spouse-conditions", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland publishes a 100000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-spouse-limit", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-spouse-real-property", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=1-301&enactments=false", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maryland publishes the Small estate with sole spouse heir procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maryland General Assembly", "slug": "s06-md-spouse-route", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get&enactments=false§ion=5-601", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine's published 52500-dollar amount applies to estates of people dying in 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-2026-death-year", "source_url": "https://www.maineprobate.net/Forms2019/Cost%20of%20living%20calculations%20under%20Section%201-108%20%282020%20-%202026%29.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-asset-basis", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-1201.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-conditions", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-1201.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine publishes a 52500-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-limit", "source_url": "https://www.maineprobate.net/Forms2019/Cost%20of%20living%20calculations%20under%20Section%201-108%20%282020%20-%202026%29.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-real-property", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-1201.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine publishes a collection of personal property by affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-route", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-1201.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Maine states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Maine Legislature and Maine Probate Courts", "slug": "s06-me-personal-2026-wait", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-1201.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan's court publishes a 53000-dollar amount for 2026 deaths.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-2026-year", "source_url": "https://www.berriencountymi.gov/1263/Estates", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-asset-basis", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-conditions", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes a 53000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-limit", "source_url": "https://www.berriencountymi.gov/1263/Estates", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes the named official form for reference.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-official-form", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-real-property", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes the Sworn statement for personal property procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-route", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-affidavit-wait", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc598.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan's court publishes a 53000-dollar amount for 2026 deaths.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-2026-year", "source_url": "https://www.berriencountymi.gov/1263/Estates", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-asset-basis", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc556.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-conditions", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc556.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes a 53000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-limit", "source_url": "https://www.berriencountymi.gov/1263/Estates", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes the named official form for reference.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-official-form", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc556.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-real-property", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc556.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Michigan publishes the Court petition and order for assignment procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Michigan State Court Administrative Office and Berrien County Probate Court", "slug": "s06-mi-assignment-route", "source_url": "https://www.courts.michigan.gov/siteassets/forms/scao-approved/pc556.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-asset-basis", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-conditions", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota publishes a 75000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-limit", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-real-property", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota publishes the Collection of personal property by affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-route", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Minnesota Legislature, Revisor of Statutes", "slug": "s06-mn-personal-wait", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-1201", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-asset-basis", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-conditions", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri publishes a 40000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-limit", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-real-property", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri publishes a small estate affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-route", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Missouri states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s06-mo-affidavit-wait", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.097", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi's official judiciary lists its Chancery Courts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "State of Mississippi Judiciary", "slug": "s06-ms-court-review-route", "source_url": "https://www.courts.ms.gov/trialcourts/chancerycourt/chancerycourt.php", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-asset-basis", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-conditions", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana publishes a 100000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-limit", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-real-property", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana publishes the Personal property collection by affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-route", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Montana states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Montana Legislature", "slug": "s06-mt-personal-wait", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0110/section_0010/0720-0030-0110-0010.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-asset-basis", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-conditions", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes a 20000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-limit", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-real-property", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes the Collection of personal property by affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-route", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-general-wait", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-asset-basis", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-conditions", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes a 30000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-limit", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-real-property", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes the Collection by sole-beneficiary surviving spouse procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-route", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Carolina General Assembly", "slug": "s06-nc-spouse-wait", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-25-1.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-asset-basis", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-conditions", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska publishes a 100000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-limit", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-real-property", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska publishes the Real property succession affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-route", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-land-wait", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C129", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-asset-basis", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-conditions", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska publishes a 100000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-limit", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-real-property", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska publishes the Personal property affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-route", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nebraska Legislature", "slug": "s06-ne-personal-wait", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-24%2C125", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Hampshire General Court", "slug": "s06-nh-waiver-asset-basis", "source_url": "https://gc.nh.gov/rsa/html/lvi/553/553-32.htm", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Hampshire General Court", "slug": "s06-nh-waiver-conditions", "source_url": "https://gc.nh.gov/rsa/html/lvi/553/553-32.htm", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Hampshire General Court", "slug": "s06-nh-waiver-real-property", "source_url": "https://gc.nh.gov/rsa/html/lvi/553/553-32.htm", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire publishes the Waiver of administration procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Hampshire General Court", "slug": "s06-nh-waiver-route", "source_url": "https://gc.nh.gov/rsa/html/lvi/553/553-32.htm", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-heir-asset-basis", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-heir-conditions", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey publishes a 20000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-heir-limit", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey publishes the Intestate heir affidavit without spouse or partner procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-heir-route", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-spouse-asset-basis", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-spouse-conditions", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey publishes a 50000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-spouse-limit", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey publishes the Intestate surviving-spouse or partner affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ocean County Surrogate's Court", "slug": "s06-nj-spouse-route", "source_url": "https://www.co.ocean.nj.us/OC/surrogate/frmResources.aspx", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-asset-basis", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-conditions", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico publishes a 50000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-limit", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-real-property", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico publishes the Affidavit of successor in interest procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-route", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-personal-wait", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-asset-basis", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-conditions", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico publishes a 500000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-limit", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico permits real property in this stated procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-real-property", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico publishes the Surviving-spouse primary-residence affidavit procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-route", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico's court describes a six-month death-based wait for this spouse residence procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New Mexico Courts", "slug": "s06-nm-spouse-home-wait", "source_url": "https://selfrepresentation.nmcourts.gov/probate/", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-asset-basis", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-conditions", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes a 25000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-limit", "source_url": "https://www.clarkcountycourts.us/wp-content/uploads/2025/10/Probate_Law.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-real-property", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes the Other-successor affidavit of entitlement procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-route", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-other-wait", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-set-aside-asset-basis", "source_url": "https://www.leg.state.nv.us/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-set-aside-conditions", "source_url": "https://www.leg.state.nv.us/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes a 150000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-set-aside-limit", "source_url": "https://www.leg.state.nv.us/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes the Court set-aside without administration procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-set-aside-route", "source_url": "https://www.leg.state.nv.us/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-set-aside-wait", "source_url": "https://www.leg.state.nv.us/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-asset-basis", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-conditions", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes a 150000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-limit", "source_url": "https://www.clarkcountycourts.us/wp-content/uploads/2025/10/Probate_Law.pdf", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-real-property", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes the Surviving-spouse affidavit of entitlement procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-route", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Nevada states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Nevada Legislature and Eighth Judicial District Court", "slug": "s06-nv-spouse-wait", "source_url": "https://www.leg.state.nv.us/Division/Legal/LawLibrary/NRS/NRS-146.html", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York uses the stated statutory property measure for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-asset-basis", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/1301", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York imposes the quoted additional conditions for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-conditions", "source_url": "https://www.nycourts.gov/help/when-someone-dies/small-estate-when-person-dies-less-50000", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York publishes a 50000-dollar limit for this specified procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-limit", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/1301", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York describes this procedure as a personal-property transfer.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-real-property", "source_url": "https://www.nycourts.gov/help/when-someone-dies/small-estate-when-person-dies-less-50000", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York publishes the Voluntary administration of a small estate procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-route", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/1301", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "New York states the quoted waiting period for this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "New York State Senate and New York Courts", "slug": "s06-ny-voluntary-wait", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/1304", "topic": "s06-small-estates-b" }, { "checked_on": "2026-10-22", "claim": "Entire estate subject to distribution or succession under Chapters 30.1-01 through 30.1-23, wherever located, less liens and encumbrances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-asset-basis", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The statutory affidavit requires successor entitlement and the stated conditions for pending or granted personal representative appointments.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-conditions", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court guidance says less than $100,000 and no probate real property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Court System", "slug": "s06-nd-personal-affidavit-court-caution", "source_url": "https://www.ndcourts.gov/legal-self-help/personal-property-affidavit", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-limit", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-property", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Collection of personal property by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-routing", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s06-nd-personal-affidavit-waiting", "source_url": "https://ndlegis.gov/cencode/t30-1c23.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Value of estate assets.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-general-asset-basis", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Interested party applies to probate court. Court-directed or waived notices and court order are required. If there is a will it must be presented for probate. Creditor limitations remain.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-general-conditions", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 35000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-general-limit", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-general-property", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court release from administration is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-general-routing", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Value of estate assets, with the specified all-to-spouse will or intestacy/support-allowance conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-spouse-asset-basis", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The surviving spouse must receive all estate assets under a valid all-to-spouse will or the exact intestacy/support-allowance provisions in subsection (A)(2). Court notice, order, will and creditor requirements remain.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-spouse-conditions", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-spouse-limit", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-spouse-property", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court release when spouse receives the entire estate is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-release-spouse-routing", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.03", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The lesser of $5,000 or the actual funeral and burial expenses, not a universal $5,000 estate allowance.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-funeral-asset-basis", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Nonspouse applicant must have paid or be obligated in writing to pay funeral and burial expenses. All statutory application, documentation, no-pending-proceeding and no-other-known-asset conditions require court review.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-funeral-conditions", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 5000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-funeral-limit", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-funeral-property", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Summary release for nonspouse funeral payer is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-funeral-routing", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Support allowance under §2106.13 plus an amount not exceeding $5,000 for funeral and burial expenses. Qualifying spouse definition and actual expenses apply.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-spouse-asset-basis", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The spouse definition excludes some families with minor children. Prepaid funeral expenses or spouse payment/written obligation and the exact support-allowance formula must be reviewed. No single fixed estate limit is supplied.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-spouse-conditions", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Summary release for qualifying surviving spouse is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Ohio Legislature", "slug": "s06-oh-summary-spouse-routing", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.031", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Date-of-death fair market value of Oklahoma property subject to will or intestate succession, less liens and encumbrances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-asset-basis", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "No personal representative application or appointment in any jurisdiction. Each successor must be entitled to the specified share. All estate taxes and debts must be paid, provided for or time-barred. The separate severed-mineral affidavit is not a general land-transfer shortcut.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-conditions", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-limit", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-property", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Personal property collection by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-routing", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 10 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-personal-affidavit-waiting", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Estate value of $200,000 or less is one alternative. Death more than five years ago or nonresident domicile are separate statutory alternatives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-summary-court-asset-basis", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "An interested person may petition under three statutory alternatives. The petition lists the required estate details and is verified or attorney-signed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-summary-court-conditions", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 200000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-summary-court-limit", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-summary-court-property", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court summary administration is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oklahoma Legislature", "slug": "s06-ok-summary-court-routing", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon court instructions list accounts designated payable on death or transfer on death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-pod-tod-example", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Ordinary separate personal and real/manufactured gross caps or a separately verified will/trust exception.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-creditor-asset-basis", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Creditor applicant must wait 60 days. If there is no will and no heirs, written authorization from the State Treasurer is required. Other affidavit statements and ordinary or trust-exception limits still apply.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-creditor-conditions", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Simple estate affidavit by creditor is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-creditor-routing", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 60 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-creditor-waiting", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Separate gross caps apply. Personal property other than manufactured homes ≤$75,000 AND real property plus manufactured homes ≤$200,000. The $200,000 figure is not a total-estate cap.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-asset-basis", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Separate asset categories and eligible applicant status require review. Do not compare a single total-estate input to $200,000. Packet says total under $275,000. No debt deductions or automatic-transfer assets. Creditor applicants wait 60 days.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-conditions", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 200000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-limit", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-property", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Simple estate affidavit with real property or manufactured home is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-routing", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-mixed-waiting", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Gross fair market value of Oregon probate personal property other than manufactured homes; exclude automatic transfers and do not subtract debts or liens.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-asset-basis", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch assumes no real property or manufactured home. Applicant must be an eligible heir, devisee or named personal representative; a creditor follows the separate 60-day branch. No other probate case may exist. Court packet additionally says total value must be under $275,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-conditions", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 75000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-limit", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Oregon defines real property to include land, interests in land and manufactured homes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-property", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Simple estate affidavit for personal property is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-routing", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-personal-waiting", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Potential excess-value exception requires a valid will awarding all excess value to a trust established before death, with trust instrument or certification.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-trust-exception-asset-basis", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "All excess value above the ordinary limits must be awarded by the will to a trust established before death. Trust document or certification must be filed. This exception is not determined from estate total alone.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-trust-exception-conditions", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-trust-exception-property", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Simple estate excess-value will and preexisting trust review is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-trust-exception-routing", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-simple-trust-exception-waiting", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Use death-date value when filing within one year. Otherwise use a valuation date no more than 45 days before filing.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Oregon Judicial Department", "slug": "s06-or-valuation-date", "source_url": "https://www.courts.oregon.gov/forms/Documents/ProbateSimpleEstate.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Gross property value excluding real estate and property payable under §3101, but including personal property claimed as family exemption.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s06-pa-court-petition-asset-basis", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.031.002.000..HTM", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Decedent must have been domiciled in Pennsylvania. Orphans' court may order personal-property distribution on an interested party's petition, with court-directed notice and appraisal. Owning land does not block this route, but this section does not distribute land.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s06-pa-court-petition-conditions", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.031.002.000..HTM", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s06-pa-court-petition-limit", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.031.002.000..HTM", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s06-pa-court-petition-property", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.031.002.000..HTM", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Settlement of small estates on petition is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s06-pa-court-petition-routing", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.031.002.000..HTM", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entirely personal-property estate. Inventory value excludes tangible personal property. The $15,000 limit is not the gross total of all personal property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-asset-basis", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island requires the specified resident applicant, no pending petition for letters, a court statement, death proof, certification and the statutory payment order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-conditions", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 15000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-limit", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-property", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Voluntary informal administration is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-routing", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Rhode Island General Assembly", "slug": "s06-ri-voluntary-administration-waiting", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-24/33-24-1.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire probate estate wherever located, less liens and encumbrances. Include both will and intestate property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-asset-basis", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "No personal representative application or appointment anywhere. Successor must be entitled, including an eligible funeral payer. Affidavit must be approved and countersigned by probate judge and filed in the proper county. Personal-property transfer only; entire probate estate enters the value measure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-conditions", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 45000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-limit", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-property", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Collection of personal property by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-routing", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-personal-affidavit-waiting", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "$45,000 plus exempt property, administration expenses, reasonable funeral expenses and reasonable necessary last-illness medical/hospital expenses. A separate sole-beneficiary personal-representative alternative exists.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-summary-administration-asset-basis", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Requires personal representative and publication of notice to creditors. Amount depends on allowed property and expenses. Subsection (b) separately permits appointed sole devisee/heir representatives after creditor publication, without a fixed value cap stated there.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-summary-administration-conditions", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Small-estate summary administration by personal representative is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Carolina Legislature", "slug": "s06-sc-summary-administration-routing", "source_url": "https://www.scstatehouse.gov/code/t62c003.php?chapter=3", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire estate wherever located, less liens and encumbrances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-asset-basis", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "No personal representative application or appointment in any jurisdiction. Decedent must not have incurred specified Department of Social Services medical-assistance indebtedness for nursing-home or institutional care. Successor must be entitled to the personal property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-conditions", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-limit", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-property", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Collection of personal property by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-routing", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "South Dakota Legislature", "slug": "s06-sd-personal-affidavit-waiting", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-1201.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Personal probate property at death. The actual court packet excludes jointly held survivorship/entireties assets and includes life insurance payable to the decedent or estate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-asset-basis", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Actual source is Shelby County's state probate court self-help packet and requires Shelby County residence. Ask the proper county court to confirm venue, current statutory measure, authority to file, will treatment and bond/consent rules. Court may consider expedited access. The form does not transfer real estate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-conditions", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-limit", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-property", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Small estate limited letters of authority, with local court review is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-routing", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 45 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Shelby County Probate Court", "slug": "s06-tn-limited-letters-waiting", "source_url": "https://shelbycountytn.gov/DocumentCenter/View/4918/Small-Estate-Letter-of-Limited-Authority-Packet", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Estate assets on affidavit date excluding eligible homestead and exempt property. Remaining assets must exceed known liabilities, excluding liabilities secured by homestead/exempt property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-asset-basis", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Intestate decedent only. No pending or granted personal representative petition. Affidavit requires statutory witnesses/distributees, court filing and judge approval. Only an eligible homestead, if it is the sole real property, may transfer. Other real-property title does not pass under this chapter.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-conditions", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 75000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-limit", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-property", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Except as provided by section 205.006, the Texas small-estate affidavit chapter does not transfer real-property title.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-property-exceptions", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court-approved small estate affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-routing", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Texas Legislature", "slug": "s06-tx-small-estate-affidavit-waiting", "source_url": "https://tcss.legis.texas.gov/resources/ES/htm/ES.205.htm", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire estate subject to administration wherever located, less liens and encumbrances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-asset-basis", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "No personal representative application or appointment anywhere. Successor must be entitled. Court self-help additionally says no real property and under $100,000, while statute uses does not exceed $100,000. Water-company shares transferred under the specified laws are excluded from this procedure.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-conditions", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court guidance requires no real property and describes the limit as under $100,000.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah State Courts", "slug": "s06-ut-personal-affidavit-court-caution", "source_url": "https://www.utcourts.gov/en/self-help/case-categories/probate/small-estates.html", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-limit", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-property", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Collection of personal property by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-routing", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-personal-affidavit-waiting", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Special measure excludes the listed motor vehicles, trailers or semitrailers. Statute permits not more than four listed boats/vehicles/trailers/semitrailers, with fees and other subsection (1) requirements.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-asset-basis", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Special Motor Vehicle Division route, not a general increase of the personal-property limit. Confirm asset count, classification and excluded-value wording with the office. Water-company share exclusion remains.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-conditions", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-limit", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-property", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Vehicle and boat affidavit exception review is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-routing", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Utah Legislature", "slug": "s06-ut-vehicle-exception-waiting", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3_1800010118000101.pdf", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Value of the particular small asset, not a universal entire-estate threshold.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-asset-basis", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-602/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Holder may, rather than must, deliver a small asset to a successor without affidavit. No personal representative application or appointment anywhere. Recipient has fiduciary duty to safeguard and distribute to other successors. Do not compare entire-estate total to this per-asset number.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-conditions", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-602/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 35000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-limit", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-602/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-property", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-600/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Discretionary payment of individual small asset without affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-routing", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-602/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 60 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-individual-small-asset-waiting", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-602/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire personal probate estate at death, wherever located. The $75,000 limit is aggregate estate value.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-asset-basis", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-601/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Affidavit by all known successors, designated recipient and entitlement required. No personal representative application or appointment anywhere. Will, if any, must have been duly probated. Recipient owes fiduciary duties to the other successors.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-conditions", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-601/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 75000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-limit", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-601/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-property", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-600/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Payment or delivery by small-estate affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-routing", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-601/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 60 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Virginia General Assembly", "slug": "s06-va-personal-affidavit-waiting", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter6/section64.2-601/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Fair market value of estate consisting entirely of personal property, except that a statutory timeshare estate may be included.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Vermont General Assembly", "slug": "s06-vt-court-small-estate-asset-basis", "source_url": "https://legislature.vermont.gov/statutes/fullchapter/14/081", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Only personal property plus the specified timeshare exception. Petition, interested-person list, fee, original death certificate, inventory, funeral/debt affidavit, bond without surety and will if any are required. Fourteen-day objection period runs after notice, not death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Vermont General Assembly", "slug": "s06-vt-court-small-estate-conditions", "source_url": "https://legislature.vermont.gov/statutes/fullchapter/14/081", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 45000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Vermont General Assembly", "slug": "s06-vt-court-small-estate-limit", "source_url": "https://legislature.vermont.gov/statutes/fullchapter/14/081", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Vermont General Assembly", "slug": "s06-vt-court-small-estate-property", "source_url": "https://legislature.vermont.gov/statutes/fullchapter/14/081", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court small-estate proceeding is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Vermont General Assembly", "slug": "s06-vt-court-small-estate-routing", "source_url": "https://legislature.vermont.gov/statutes/fullchapter/14/081", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire probate estate wherever located, less liens/encumbrances and excluding surviving spouse/domestic partner community interest.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-asset-basis", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Decedent resident of Washington. No personal representative application or appointment anywhere. Debts including funeral/burial paid or provided for. Written notice to other successors at least 10 days before use is a separate anchor. Full entitlement or written authority from all interested successors required. Statutory agency-copy duty also applies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-conditions", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 100000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-limit", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-property", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Personal property by successor affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-routing", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 40 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Washington State Legislature", "slug": "s06-wa-personal-affidavit-waiting", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.62.010.I", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Gross assets, as described by this Waukesha County Circuit Court rule. The current statewide statutory exclusions and claimant exceptions were not retrieved.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Waukesha County Circuit Court", "slug": "s06-wi-transfer-affidavit-review-asset-basis", "source_url": "https://www.waukeshacounty.gov/circuit-courts/information-pages/local-rules/probate-court-rules/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Actual source is Waukesha County Circuit Court local probate rules. Ask the proper probate office to confirm current statewide asset scope, claimant conditions, real-property exceptions, any waiting period and the correct local procedure. This is a conditional comparison reference, not an automated statewide eligibility determination.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Waukesha County Circuit Court", "slug": "s06-wi-transfer-affidavit-review-conditions", "source_url": "https://www.waukeshacounty.gov/circuit-courts/information-pages/local-rules/probate-court-rules/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Waukesha County Circuit Court", "slug": "s06-wi-transfer-affidavit-review-limit", "source_url": "https://www.waukeshacounty.gov/circuit-courts/information-pages/local-rules/probate-court-rules/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Transfer by affidavit, with county court review is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Waukesha County Circuit Court", "slug": "s06-wi-transfer-affidavit-review-routing", "source_url": "https://www.waukeshacounty.gov/circuit-courts/information-pages/local-rules/probate-court-rules/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire personal probate estate at death, wherever located, aggregate fair market value of small assets.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-asset-basis", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Successor is nominated as personal representative or executor in the will. Decedent domiciled in West Virginia and no probate real property or interest under operative subsection (a)-(b). No personal representative application/appointment anywhere. County clerk/fiduciary supervisor must review, record and certify; creditors and lawful distribution remain.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-conditions", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-limit", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-property", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Small-estate affidavit by will-nominated executor is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-routing", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-nominated-successor-waiting", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire personal probate estate at death, wherever located, aggregate fair market value of small assets.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-asset-basis", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Successor is not nominated as personal representative/executor, or decedent died intestate. No nominated successor small-estate affidavit may already have been filed. Decedent domiciled in West Virginia and no probate real property or interest under operative subsection (a)-(b). No personal representative application/appointment anywhere. County clerk/fiduciary supervisor must review, record and certify; creditors and lawful distribution remain.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-conditions", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 50000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-limit", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-property", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Small-estate affidavit by other successor is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-routing", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 60 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "West Virginia Legislature", "slug": "s06-wv-other-successor-waiting", "source_url": "https://code.wvlegislature.gov/44-1A-2/", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire Wyoming estate subject to administration, testate or intestate, less liens and encumbrances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-asset-basis", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Affidavit must be filed with county clerk and certified copy presented. No personal representative application or appointment in Wyoming. Distributee entitlement and intervening-estate facts required. Outside-Wyoming proceedings must be disclosed, rather than automatically treated as prohibited.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-conditions", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 400000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-limit", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch does not transfer real property. Land-ownership conditions must be read separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-property", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Personal-property distribution by affidavit is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-routing", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-personal-affidavit-waiting", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Entire estate including personal property, less liens and encumbrances; property distribution is by court decree.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-asset-basis", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Sworn application must include §2-1-201(a)(i)-(v) facts, legal description, independent sworn real-property valuation, required publication/mail notices and court decree. Separate objection/publication periods do not run from death. Record decree in each county with real property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-conditions", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The published monetary limit for this branch is 400000 U.S. dollars, with the stated measure and conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-limit", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "This branch can address real property only under its stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-property", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Court decree of summary distribution, including real property is an official simplified-estate route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-routing", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "The stated after-death waiting period is 30 calendar days for this branch.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/small-estate-limits-by-state", "publisher": "Wyoming Legislature", "slug": "s06-wy-summary-distribution-waiting", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf?chap=1", "topic": "s06-small-estates-c" }, { "checked_on": "2026-10-22", "claim": "Social Security tells reporters not to cash checks for the month of death or later and to return them when appropriate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-checks-return", "source_url": "https://secure.ssa.gov/apps10/poms.Nsf/lnx/0202602050", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security lists phone and TTY support during stated weekday hours in most U.S. time zones.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-contact-phone-hours", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "For a refund question, Social Security tells the reporter to notify the bank of the death promptly.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-direct-deposit-notify-bank", "source_url": "https://secure.ssa.gov/apps10/poms.Nsf/lnx/0202602050", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A bank returns direct deposits arriving after it learns of the death so Social Security can decide whether payment was due.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-direct-deposit-return", "source_url": "https://secure.ssa.gov/POMS.nsf/lnx/0202408650", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Certain early-delivered payments may escape recovery even though no benefit is due for the month of death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-early-delivery-recovery-review", "source_url": "https://secure.ssa.gov/poms.NSF/lnx/0202408615", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "The family maximum can reduce a survivor's payment below the published percentage.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-family-maximum", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.07/handbook-0731.html", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "The usual family maximum adjustment excludes surviving divorced spouse benefits.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-family-maximum-ex-spouse", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.07/handbook-0731.html", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "SSA's survivor publication describes a family limit ranging from 150% to 180% of the deceased worker's benefit amount.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-family-maximum-publication-range", "source_url": "https://www.ssa.gov/pubs/EN-05-10084.pdf", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "SSA's technical reference describes a usual family maximum range of 150% to 188% of the worker's primary insurance amount.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-family-maximum-technical-range", "source_url": "https://www.ssa.gov/policy/about/oasdi-reference.html", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "The one-time death payment may be $255 when the worker was fully or currently insured and a survivor qualifies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-amount", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0390.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "The usual filing endpoint is the second anniversary, extended to the next full workday for specified nonworkdays.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-anniversary", "source_url": "https://secure.ssa.gov/apps10/poms.nsf/lnx/0300210005", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security offers an online one-time death payment application that requires signing in.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-application-online", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies/lump-sum-death-payment", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A person qualifying only as a surviving divorced spouse or surviving divorced parent in care cannot receive the lump sum.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-divorced-exclusion", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0300210001", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security may accept a late one-time death payment application when it finds good cause.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-good-cause", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0621.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A qualifying spouse living in the same household has first priority for the one-time death payment.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-household", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0391.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A qualifying household spouse does not need to meet the monthly benefit duration-of-marriage rule for the lump sum.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-household-no-duration", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0300210001", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security may treat certain temporary or medical separations as living in the same household.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-household-temporary", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0347.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security identifies a military-service exception to the usual two-year application period.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-military", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0621.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A spouse entitled to spouse benefits on the worker's record in the previous month need not apply again for the lump sum.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-no-new-application", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0391.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security also offers phone support for a one-time death payment application.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-phone", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies/lump-sum-death-payment", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Without a qualifying household spouse, an eligible spouse has priority, followed by eligible children sharing equally.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-priority", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0392.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "The usual application period for the one-time death payment is two years after death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-lump-sum-two-years", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0621.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security generally pays for the previous month and pays no benefit for the month the beneficiary dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-month-of-death-social-security", "source_url": "https://www.ssa.gov/payee/NewGuide/toc.htm?tl=0%2C3", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security identifies a narrow early-delivery exception that requires review before a final payment is treated as not due.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-month-of-death-social-security-early-delivery", "source_url": "https://secure.ssa.gov/POMS.nsf/lnx/0202408650", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "SSI covers the current month, including the month of death, while later-month payments must be returned.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-month-of-death-ssi", "source_url": "https://www.ssa.gov/payee/NewGuide/toc.htm?tl=0%2C3", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "People already getting Family benefits generally have their benefit type and amount updated automatically for survivor benefits.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-monthly-automatic-conversion", "source_url": "https://www.ssa.gov/apply?benefits=survivor_adult&age=adult", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security can schedule a survivor benefit application appointment by phone or in person.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-monthly-survivor-appointment", "source_url": "https://www.ssa.gov/apply?benefits=survivor_adult&age=adult", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security accepts monthly survivor benefit applications by phone and says they cannot be submitted online.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-monthly-survivor-phone", "source_url": "https://www.ssa.gov/news/en/mip/2026-07-01-d.html", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "A survivor with their own retirement or disability benefit may receive the higher total amount rather than both full payments.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-own-benefit-higher", "source_url": "https://www.ssa.gov/news/en/mip/2026-07-01-d.html", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Outside the United States, Social Security directs people to a Federal Benefits Unit or its International Call Center.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-report-abroad", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Call Social Security if the funeral home does not report the death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-report-call", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Funeral homes generally report deaths to Social Security.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-report-funeral-home", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "SSI eligibility ends with the month of death and payments stop effective the following month.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssi-termination", "source_url": "https://www.ssa.gov/OP_Home/cfr20/416/416-1334.htm", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security says survivor and other benefit payments are not added together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-survivor-other-benefits", "source_url": "https://www.ssa.gov/survivor/amount", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "Social Security reviews returned payments and decides who can receive any amount the deceased person was due.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-underpayment-review", "source_url": "https://secure.ssa.gov/POMS.nsf/lnx/0202408650", "topic": "s07-death-reporting" }, { "checked_on": "2026-10-22", "claim": "SSA does not add survivor and other benefit payments together.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-benefits-not-added", "source_url": "https://www.ssa.gov/survivor/amount", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Qualifying caregivers need an entitled child under 16 or disabled, along with insured-status, relationship and other-benefit conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-caregiver-eligibility", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0415.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A qualifying caregiver's starting rate is 75 percent of PIA, subject to family maximum and other-benefit adjustments.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-caregiver-pia-percentage", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0418.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Remarriage generally ends caregiver benefits, but a specified marriage to another Social Security beneficiary can preserve ongoing entitlement.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-caregiver-remarriage-exception", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0341.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Unmarried children may qualify through specified minor, full-time school or disability routes.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-age-school", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A surviving child needs qualifying insured status, relationship, dependency, unmarried status, age or disability conditions and an application.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-complete-conditions", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0410.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "An adult child may qualify if the disability began before the twenty-second birthday.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-disability-before22", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A surviving child's starting rate is 75 percent of the deceased parent's PIA and can fall under the family maximum.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-pia-percentage", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0412.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA recognizes possible exceptions involving married children, stepchildren, adopted children, grandchildren and stepgrandchildren.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-relationship-exceptions", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Full-time student benefits ordinarily require age under 19, with specified age-19 exceptions and other termination rules.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-child-school-ending", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0414.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A surviving divorced caregiver must meet specific marriage, natural-or-adopted child, insured-status and other-benefit conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-divorced-caregiver-eligibility", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0416.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A surviving divorced spouse generally needs a ten-year marriage immediately before the final divorce, with a specified remarriage-to-the-worker exception.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-divorced-ten-year-marriage", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0403.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Earnings limits can temporarily reduce survivor payments before the applicable full retirement age.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-earnings-limit-caveat", "source_url": "https://www.ssa.gov/survivor/amount", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "A remarriage that ends can allow renewed survivor entitlement if all other requirements are met.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-ended-remarriage-review", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0406.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA can reduce individual benefits when the family maximum is exceeded, with specified exceptions for some benefit categories.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-family-maximum-reduction", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.07/handbook-0731.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Some survivors may qualify regardless of age or marriage length, including certain caregivers and valid non-marital relationships.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-marriage-caregiving-exceptions", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Parent benefits require age 62, qualifying half support, evidence, no marriage since death and the other statutory conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-current-conditions", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0370.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Dependent-parent benefits generally require age 62, qualifying half support, insured status, evidence and other specified conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-eligibility", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0421.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "One entitled dependent parent's starting rate is 82.5 percent of the deceased worker's PIA.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-one-pia-percentage", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0425.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Family maximum and other benefits can reduce a dependent parent's payment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-reduction-conditions", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0425.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Parents generally must submit support evidence within two years of the applicable event, subject to good-cause extensions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-support-evidence-time", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0424.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "When two parents qualify on the same record, each starting rate is 75 percent of the worker's PIA.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-parent-two-pia-percentage", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0425.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA publishes spouse and former-spouse survivor percentages starting at 71.5 percent and rising to 100 percent at survivor full retirement age.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-published-spouse-percentages", "source_url": "https://www.ssa.gov/survivor/amount", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA generally requires age 60, or age 50 to 59 with disability, a nine-month marriage and specified remarriage conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-spouse-summary-conditions", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Certain full-time students can continue briefly after age 19 under course-completion and school-calendar limits.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-student-age19-extension", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.03/handbook-0342.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Survivor full retirement ages follow a separate birth-date table from retirement-benefit ages.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-survivor-full-retirement-age-table", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0409.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Spouses, former spouses, children and dependent parents may qualify for survivor benefits based on the deceased worker's record.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-survivor-relationships", "source_url": "https://www.ssa.gov/survivor/eligibility", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA derives widow age reductions from a 28.5 percent maximum and adds no further age reduction before 60 for disability.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-age-reduction", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.07/handbook-0724.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "The deceased worker's delayed retirement credits can increase a widow or widower benefit.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-delayed-credits", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0338.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Disabled survivor eligibility includes disability timing and waiting requirements that SSA must assess.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-disability-requirements", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0335.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Early worker retirement can limit survivor benefits to the larger of the worker's hypothetical payment or 82.5 percent of PIA.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-early-retirement-limit", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0338.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "The unreduced widow or widower rate is 100 percent of PIA plus qualifying delayed retirement credits.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-full-rate", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0407.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Aged or disabled widow and widower benefits require the deceased worker to have died fully insured.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-insured-status", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0335.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA recognizes specific alternatives and exceptions to the nine-month spouse marriage requirement.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-marriage-alternatives", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0335.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "The widow or widower starting benefit basis is the worker's primary insurance amount, with a possible special computation.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-pia-base", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0338.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Family maximum, other benefits, early claiming and the worker's reduced retirement can affect the widow or widower payment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-reduction-conditions", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.04/handbook-0407.html", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "SSA disregards certain remarriages after age 60 or after age 50 under specific disabled-survivor conditions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/social-security-after-a-death", "publisher": "Social Security Administration", "slug": "s07-ssa-widow-remarriage-rules", "source_url": "https://www.ssa.gov/OP_Home/cfr20/404/404-0335.htm", "topic": "s07-survivor-eligibility" }, { "checked_on": "2026-10-22", "claim": "Certain surviving-spouse joint returns and personal-representative original returns do not require Form 1310.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-1310-exceptions", "source_url": "https://www.irs.gov/pub/irs-pdf/f1310.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "For Form 1310, a personal representative is a court-appointed or certified executor or administrator.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-1310-personal-representative", "source_url": "https://www.irs.gov/pub/irs-pdf/f1310.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The current official Form 1310 is revised December 2025.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-1310-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f1310.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 1310 claims a refund on behalf of a deceased taxpayer.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-1310-scope", "source_url": "https://www.irs.gov/forms-pubs/about-form-1310", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 1310 has conditional mail, electronic-return attachment and joint-check reissue submission routes.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-1310-submission", "source_url": "https://www.irs.gov/pub/irs-pdf/f1310.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A power of attorney generally ends on incapacity, with a conditional IRS-acceptable durable authorization exception.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-capacity", "source_url": "https://www.irs.gov/publications/p947", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A modified Form 2848 can restrict transcript delivery and specified Tax Pro Account services.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-modified-access", "source_url": "https://www.irs.gov/forms-pubs/items-to-consider-while-completing-form-2848", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The IRS publishes three business days after receipt for processing Form 2848.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-processing", "source_url": "https://www.irs.gov/help/processing-status-for-tax-forms", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The current official Form 2848 is revised January 2021.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f2848.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 2848 authorizes an eligible individual to represent the taxpayer before the IRS and receive confidential tax information.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-scope", "source_url": "https://www.irs.gov/forms-pubs/about-form-2848", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A Form 2848 using an electronic signature must be submitted online.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-signature-channel", "source_url": "https://www.irs.gov/instructions/i2848", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 2848 can be submitted online, by fax or by mail, with separate routing for specific-use matters.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-2848-submission", "source_url": "https://www.irs.gov/instructions/i2848", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The Dallas Insolvency office is limited to the specified receiver, similar fiduciary or creditor-assignment cases.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-address-limitation", "source_url": "https://www.irs.gov/forms-pubs/clarified-filing-addresses-for-fiduciaries", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The Form 56 instructions cover estate executors, administrators and a specified intestate-estate fiduciary without court appointment.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-deceased-fiduciary", "source_url": "https://www.irs.gov/instructions/i56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The Form 56 instructions cover a trustee named under a valid trust instrument.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-existing-trustee", "source_url": "https://www.irs.gov/instructions/i56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A fiduciary acts in the taxpayer's place, while an authorized representative acts only within the granted authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-fiduciary-role", "source_url": "https://www.irs.gov/instructions/i56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The Form 56 instructions cover an existing court appointment as guardian, custodian or conservator.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-guardianship", "source_url": "https://www.irs.gov/instructions/i56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The current official Form 56 is revised June 2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f56.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 56 notifies the IRS about a fiduciary relationship and specified qualification notices.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-scope", "source_url": "https://www.irs.gov/forms-pubs/about-form-56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 56 normally goes to the IRS service center where the represented person files tax returns.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-56-submission", "source_url": "https://www.irs.gov/instructions/i56", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A guardian or other person acting for the taxpayer generally must document their status and authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-authority-documentation", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "An authorized executor signs an estate's Form 8821, and Form 56 identifies the executor.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-estate-signature", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 8821 does not authorize advocacy, agreements or representation before the IRS.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-no-representation", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The IRS publishes three business days after receipt for processing Form 8821.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-processing", "source_url": "https://www.irs.gov/help/processing-status-for-tax-forms", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The current official Form 8821 is revised January 2021.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-revision", "source_url": "https://www.irs.gov/pub/irs-pdf/f8821.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 8821 lets a designated person or organization inspect or receive the listed confidential tax information.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-scope", "source_url": "https://www.irs.gov/forms-pubs/about-form-8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A Form 8821 using an electronic signature must be submitted online.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-signature-channel", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Form 8821 can be submitted online, by fax or by mail, with separate routing for specific-use matters.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-8821-submission", "source_url": "https://www.irs.gov/instructions/i8821", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A fiduciary may appoint an eligible IRS representative and must sign the authorization for the person or entity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-fiduciary-new-representation", "source_url": "https://www.irs.gov/instructions/i2848", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "Pre-death Forms 2848 and 8821 expire at the taxpayer's death, and the estate executor may issue a new authorization.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Internal Revenue Service", "slug": "s08-irs-predeath-authorizations-end", "source_url": "https://www.irs.gov/irm/part5/irm_05-005-007", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The CMS form catalog identifies March 1, 2026 as the CMS-10106 revision date.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-catalog-revision", "source_url": "https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/CMS-Forms-Items/CMS1193148", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A request for a deceased Medicare beneficiary's records needs legal documentation establishing the requester's authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-deceased-records", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The Medicare authorization can state a time period or indefinite disclosure, subject to state limits and revocation.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-duration", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "A personal representative signing CMS-10106 must attach paperwork showing authority to act for the person.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-personal-representative", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The current CMS-10106 PDF is marked 03/2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-revision", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "The person may change or revoke the Medicare disclosure authorization in writing, subject to information already released.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-revoke", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "CMS-10106 gives 1-800-MEDICARE permission to share the specified personal health information with someone else.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-scope", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "CMS-10106 may be submitted through a secure Medicare account or mailed to the written authorization department.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Centers for Medicare & Medicaid Services", "slug": "s08-medicare-cms10106-submission", "source_url": "https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf", "topic": "s08-irs-medicare" }, { "checked_on": "2026-10-22", "claim": "RRB's application manual identifies AA-5 for a representative payee selected before or after benefit award.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-aa5-application", "source_url": "https://www.rrb.gov/sites/default/files/2026-02/FOM1_110.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "RRB gives the annuitant 15 days' advance notice to contest a proposed representative-payee appointment.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-payee-advance-notice", "source_url": "https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A person can ask an RRB office about payee appointment by telephone, in person or by secure message through the field-office page.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-payee-contact", "source_url": "https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "Saved RRB benefits belong to the deceased beneficiary's estate and must be distributed through its legal representative or under state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-payee-estate-funds", "source_url": "https://www.rrb.gov/Benefits/RB-5/benefits_saved", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "An RRB-appointed payee receives and uses annuity payments for a beneficiary whose interests call for a payee.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-payee-scope", "source_url": "https://www.rrb.gov/Benefits/RB-5", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "RRB can appoint a representative payee without a court finding of incompetence and may choose someone other than a legal representative.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-payee-selection-authority", "source_url": "https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A power of attorney does not replace RRB's application, interview and approval for benefit-management payee authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-poa-not-payee", "source_url": "https://www.rrb.gov/Newsroom/NewsReleases/ActingforImpairedAnnuitants", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "RRB's official payee guide RB-5 shows revision 02-26.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Railroad Retirement Board", "slug": "s08-rrb-rb5-revision", "source_url": "https://www.rrb.gov/Benefits/RB-5", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA does not select an advance designee after it determines the beneficiary has died.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-deceased-not-selected", "source_url": "https://www.ssa.gov/legislation/Advance%20Designation%20of%20Representative%20Payee.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A person named in a power of attorney cannot advance designate for the beneficiary or claimant.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-no-agent-designation", "source_url": "https://secure.ssa.gov/poms.nsf/links/0200502085", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "Advance designation is neither a payee appointment nor a power of attorney.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-not-appointment", "source_url": "https://www.ssa.gov/payee/advance_designation.htm?tl=2", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA also accepts advance-designation information by mail using SSA-4547, available from SSA as a handout or by mail.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-paper-route", "source_url": "https://secure.ssa.gov/poms.nsf/links/0200502085", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "Advance designation lets a capable adult or emancipated minor name up to three possible future SSA payees.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-scope", "source_url": "https://www.ssa.gov/payee/advance_designation.htm?tl=2", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA considers and evaluates advance designees if benefit management becomes necessary, rather than appointing them immediately.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-selection", "source_url": "https://www.ssa.gov/payee/advance_designation.htm?tl=2", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "An eligible person can submit or update an advance designation through a personal my Social Security account, by telephone or through an SSA office.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-advance-submission", "source_url": "https://www.ssa.gov/payee/advance_designation.htm?tl=2", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A claims representative's appointment continues after the claimant dies while the case is pending, subject to SSA termination and substitute-party rules.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-claims-after-death", "source_url": "https://secure.ssa.gov/poms.nsf/links/0203910060", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A claimant with a pending SSA matter can appoint a registered individual using the current SSA-1696.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-claims-current-form", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0203910040", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A legal guardian may appoint a claims representative for a claimant judged legally incompetent, while payee status alone does not permit signing the appointment.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-claims-guardian", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0203910040", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "An appointed representative acts on a pending SSA case and can obtain case information, submit evidence and appear in proceedings.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-claims-scope", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0203910025", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA-1696 can be submitted through e 1696, ERE, iAppeals, fax, mail or in person, with routing based on the case stage.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-claims-submission", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0203910040", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A competent adult who is the record subject generally can give written consent to disclose their own information to another person.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-competent-adult", "source_url": "https://secure.ssa.gov/poms.Nsf/lnx/0203305005", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA's electronic disclosure-consent route requires an adult record holder and cannot be completed on another person's behalf.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-electronic", "source_url": "https://www.ssa.gov/privacy/electronic_request_for_consent_to_disclose.html", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA identifies SSA-3288-OP1 as its website form for electronically signed Privacy Act consent.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-electronic-form", "source_url": "https://secure.ssa.gov/poms.Nsf/lnx/0203305005", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA accepts a legal guardian's paper consent for a legally incompetent adult with proof of guardianship and a wet signature.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-guardian", "source_url": "https://secure.ssa.gov/poms.Nsf/lnx/0203305005", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A completed paper SSA-3288 is sent or brought to the record subject's local servicing SSA office.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-paper-submission", "source_url": "https://www.ssa.gov/forms/ssa-3288.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA-3288 requests release of specified records to an individual or organization and requires proof of relationship when the requester is not the record subject.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-scope", "source_url": "https://www.ssa.gov/forms/ssa-3288.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA requires specific requested records and a signed, dated consent rather than a request for any and all records.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-specific-records", "source_url": "https://www.ssa.gov/forms/ssa-3288.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "Unless otherwise specified, SSA-3288 is for one use and lasts one year, or 90 days when requesting medical records.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-consent-validity", "source_url": "https://www.ssa.gov/forms/ssa-3288.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A prospective SSA payee applies through a Social Security office using the SSA-11 application and identity evidence.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-payee-application", "source_url": "https://www.ssa.gov/payee/faqrep.htm", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA presumes an adult can manage benefits and gathers evidence before deciding a representative payee is needed.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-payee-capability", "source_url": "https://www.ssa.gov/payee/faqrep.htm", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "When the beneficiary dies, conserved SSA benefits belong to the estate and pass to its legal representative or follow probate-court instructions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-payee-estate-funds", "source_url": "https://www.ssa.gov/OP_Home/handbook/handbook.16/handbook-1622.html", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A mailed, faxed or dropped-off SSA-11-BK is a lead that SSA follows with a face-to-face, telephone or video interview.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-payee-interview", "source_url": "https://secure.ssa.gov/poms.nsf/lnx/0200502115", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "SSA appoints a payee to receive and manage benefits for someone who cannot manage or direct their management.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-payee-scope", "source_url": "https://www.ssa.gov/payee/faqrep.htm", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "A power of attorney, joint bank account or authorized-representative status does not authorize someone to manage Social Security or SSI benefits.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa-poa-not-payee", "source_url": "https://www.ssa.gov/payee/faqrep.htm", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "The official SSA-1696 PDF shows revision 12-2024.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa1696-revision", "source_url": "https://www.ssa.gov/forms/ssa-1696.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "The official SSA-3288 PDF shows revision 04-2026.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Social Security Administration", "slug": "s08-ssa3288-revision", "source_url": "https://www.ssa.gov/forms/ssa-3288.pdf", "topic": "s08-ssa-rrb" }, { "checked_on": "2026-10-22", "claim": "OPM's representative-payee application covers CSRS and FERS annuity payments.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-csrs-fers-scope", "source_url": "https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "OPM will not make annuity payments based on a POA or a joint account alone.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-poa-not-payment-authority", "source_url": "https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "An OPM representative payee must return annuity erroneously paid after an annuitant dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-repay-erroneous-after-death-annuity", "source_url": "https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "OPM identifies RI 20-7 as its representative-payee form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-representative-payee-form", "source_url": "https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "OPM requires the completed representative-payee application by mail and rejects faxed applications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-ri20-7-mail-not-fax", "source_url": "https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The current RI 20-7 download is revised July 2024.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-ri20-7-revision", "source_url": "https://www.opm.gov/Forms/pdf_fill/RI20-7.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "OPM requires payment through a court-appointed fiduciary or selected representative when an annuitant cannot handle benefits.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Office of Personnel Management", "slug": "s08-opm-unable-to-handle-benefits", "source_url": "https://www.opm.gov/retirement-center/my-annuity-and-benefits/representative-payees/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The TSP POA Management System accepts authority documentation for submission.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-authority-online-upload", "source_url": "https://poac.rk.tsp.gov/poa/poa.poa", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "TSP distributes an account under its filed beneficiary designation or the statutory order if none exists.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-death-beneficiary-process", "source_url": "https://www.tsp.gov/publications/tspbk31.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "TSP receives death reports from the employing agency for active workers or from survivors after separation.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-death-reporting-route", "source_url": "https://www.tsp.gov/publications/tspbk31.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "TSP distinguishes court-appointed guardianship or conservatorship authority from a POA.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-guardian-conservator-order", "source_url": "https://www.tsp.gov/publications/tspbk11.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "TSP requires the original court order and any issued guardianship or conservatorship letters for review.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-guardianship-order-review", "source_url": "https://www.tsp.gov/publications/tspbk11.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "A valid POA does not stop the TSP participant from conducting account business.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-participant-still-can-act", "source_url": "https://www.tsp.gov/publications/tspbk11.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The TSP recordkeeper must approve a POA before an agent conducts business with TSP.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Office of the Federal Register and Federal Retirement Thrift Investment Board", "slug": "s08-tsp-poa-approval", "source_url": "https://www.ecfr.gov/current/title-5/chapter-VI/part-1690/section-1690.12", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The TSP POA Center lists mail and fax routes for reviewing powers of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-poa-mail-fax-routes", "source_url": "https://poac.rk.tsp.gov/poa/contactus.poa?page=login", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "TSP requires evidence that a springing POA's triggering event has occurred.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Federal Retirement Thrift Investment Board", "slug": "s08-tsp-springing-trigger-evidence", "source_url": "https://www.tsp.gov/publications/tspbk11.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "After approval, USPS says to allow at least seven to ten business days for a change of address to take effect.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-approved-forwarding-start", "source_url": "https://www.usps.com/manage/forward.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "An addressee may designate another person to receive mail.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-authorized-mail-agent", "source_url": "https://pe.usps.com/text/dmm300/508.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "Forwarding deceased mail to another address requires an in-person request and proof of executor or administrator authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-death-executor-forwarding", "source_url": "https://www.usps.com/manage/mail-for-deceased.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "USPS requires acceptable photo identification and any other required documents for an in-person address change.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-in-person-id-documents", "source_url": "https://www.usps.com/manage/forward.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "A guardian or conservator may direct mail delivery for a person legally declared incompetent.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-incapacity-mail-guardian", "source_url": "https://pe.usps.com/text/dmm300/508.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The local Post Office provides PS Form 3575 in its Mover's Guide packet.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-ps3575-local-office", "source_url": "https://www.usps.com/manage/forward.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "USPS lets someone who shared the deceased person's address open and manage mail received there.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-shared-address-mail", "source_url": "https://www.usps.com/manage/mail-for-deceased.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "A change of address for someone else requires an in-person Post Office visit with identification and required documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-someone-else-in-person", "source_url": "https://www.usps.com/manage/forward.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "USPS lists a POA among the documents for changing the address of someone unable to act personally.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Postal Service", "slug": "s08-usps-unable-person-poa", "source_url": "https://www.usps.com/manage/forward.htm", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA beneficiaries normally have the right to manage their own benefits.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-beneficiary-manages-own-benefits", "source_url": "https://www.va.gov/files/2026-04/fiduciary-faq.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The claims appointment form allows documents by mail, in person at a VA regional office, or electronically.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-claims-paper-submission", "source_url": "https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The disclosure form lets the claimant limit how long consent remains effective.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-duration", "source_url": "https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA Form 21-0845 cannot be executed by a beneficiary whom VA recognizes as incompetent.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-incompetent-execution", "source_url": "https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The disclosure form lists Evidence Intake Center mail and Direct Upload submission routes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-mail-upload", "source_url": "https://www.vba.va.gov/pubs/forms/VBA-21-0845-ARE.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA allows the disclosure authorization to be submitted online.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-online", "source_url": "https://www.va.gov/forms/21-0845/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA lists May 2026 as the revision of Form 21-0845.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-revision", "source_url": "https://www.va.gov/forms/21-0845/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA Form 21-0845 authorizes VA to share personal information with a third party.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-disclosure-scope", "source_url": "https://www.va.gov/forms/21-0845/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA appoints a fiduciary after finding the beneficiary cannot manage financial affairs and completing a suitability investigation.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-fiduciary-appointment", "source_url": "https://www.benefits.va.gov/fiduciary/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA appoints and oversees fiduciaries to receive benefits and use them for beneficiaries or their dependents.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-fiduciary-benefit-management", "source_url": "https://www.va.gov/files/2026-04/fiduciary-faq.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA asks a fiduciary to report a beneficiary death as soon as possible.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-fiduciary-report-death", "source_url": "https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "Saved VA benefits generally go to the legal representative of the deceased beneficiary's estate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-fiduciary-saved-funds-estate", "source_url": "https://benefits.va.gov/FIDUCIARY/Fid_Guide.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA Form 21-22a concerns an individual assisting with a claim or benefits.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-individual-claims-purpose", "source_url": "https://www.va.gov/forms/21-22a/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA lists July 2023 as the revision of Form 21-22a.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-individual-claims-revision", "source_url": "https://www.va.gov/forms/21-22a/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA provides an online Form 21-22a.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-individual-online-form", "source_url": "https://www.va.gov/forms/21-22a/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "A prospective VA fiduciary may self-register with the Potential Fiduciary Application through Access VA.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-potential-fiduciary-application", "source_url": "https://www.benefits.va.gov/fiduciary/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "The VSO address-change permission ends after a financial-incapacity finding if the named representative is not the appointed fiduciary.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-rep-address-permission-limit", "source_url": "https://www.vba.va.gov/pubs/forms/VBA-21-22-ARE.pdf", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "A granted substitution requires a new VA Form 21-22 or 21-22a to represent the substitute.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "Office of the Federal Register and U.S. Department of Veterans Affairs", "slug": "s08-va-substitute-needs-new-appointment", "source_url": "https://www.ecfr.gov/current/title-38/chapter-I/part-14/section-14.631", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA Form 21-22 appoints a Veterans Service Organization to assist with VA benefits or claims.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-vso-claims-purpose", "source_url": "https://www.va.gov/forms/21-22/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA lists July 2023 as the revision of Form 21-22.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-vso-claims-revision", "source_url": "https://www.va.gov/forms/21-22/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "VA provides an online Form 21-22.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/who-can-act-with-each-agency", "publisher": "U.S. Department of Veterans Affairs", "slug": "s08-va-vso-online-form", "source_url": "https://www.va.gov/forms/21-22/", "topic": "s08-va-opm-usps-tsp" }, { "checked_on": "2026-10-22", "claim": "Apple cannot remove a device's passcode lock without erasing the device.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Apple", "slug": "s09-digital-apple-device-lock-limit", "source_url": "https://support.apple.com/en-us/102431", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Apple Legacy Contact excludes iCloud Keychain payment information, passwords and passkeys.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Apple", "slug": "s09-digital-apple-keychain-excluded", "source_url": "https://support.apple.com/en-us/102631", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Apple Legacy Contact grants a chosen person a request route for certain Apple Account data after death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Apple", "slug": "s09-digital-apple-legacy-death-data", "source_url": "https://support.apple.com/en-us/102631", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Apple requires the generated access key and death documentation for a Legacy Contact access request.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Apple", "slug": "s09-digital-apple-legacy-key-death-documents", "source_url": "https://support.apple.com/en-us/102631", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "A Gmail delegate can read, send and delete email but cannot change the owner's password.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-gmail-delegate-scope", "source_url": "https://support.google.com/mail/answer/138350?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Gmail delegation grants email-management permission rather than access to sensitive Google Account settings.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-gmail-inbox-only", "source_url": "https://support.google.com/mail/answer/138350?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Google may release a deceased user's account content in some circumstances after careful review.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-google-deceased-review", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Google Inactive Account Manager can designate someone to receive selected data after death or inactivity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-google-inactivity-selected-data", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Google only triggers the configured Inactive Account Manager plan after a period of account inactivity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-google-inactivity-trigger", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Google does not provide passwords or other login details for a deceased user's account.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Google", "slug": "s09-digital-google-no-login-details", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Microsoft requires formal service of a valid subpoena or court order before considering deceased or incapacitated personal-account information requests.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Microsoft", "slug": "s09-digital-microsoft-personal-release-prerequisite", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "A Microsoft personal-account data request can be refused even after a subpoena or court order.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Microsoft", "slug": "s09-digital-microsoft-release-not-assured", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "CFPB says a financial agent's authority ends when the principal dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-digital-poa-authority-ends-death", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "A financial agent's authority is limited by the power of attorney and state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-digital-poa-authority-limits", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "An accepted RoboForm emergency contact can request data and receives access if the owner does not reject before the timeout.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s09-digital-roboform-accepted-contact-request", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "RoboForm Emergency Access requires the owner to select an emergency contact and timeout period.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s09-digital-roboform-contact-timeout-setup", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "RoboForm supports configured emergency access for death or incapacity and lets the owner revoke it.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s09-digital-roboform-emergency-scope", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Granting RoboForm Emergency Access requires a Premium account with an active subscription.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s09-digital-roboform-premium-grant", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Both free and Premium RoboForm users can receive emergency access.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s09-digital-roboform-recipient-account", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "CFPB says state laws vary and an agent should ask a lawyer about questions concerning duties.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-digital-state-law-legal-questions", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Verizon's death instructions distinguish what each account role can do with a mobile line or device.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Verizon", "slug": "s09-digital-verizon-death-account-roles", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "Only Verizon's Account Owner can appoint an Account Manager, and that role is unavailable for prepaid accounts.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Verizon", "slug": "s09-digital-verizon-postpaid-manager", "source_url": "https://www.verizon.com/support/assign-account-manager-roles-faqs/", "topic": "s09-digital" }, { "checked_on": "2026-10-22", "claim": "An agent's power of attorney authority ends when the person who granted it dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-agent-ends-at-death", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "An agent may handle insurance and investments only within the powers written in the power of attorney.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-agent-insurance-if-authorized", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "An agent's authority depends on the power of attorney and state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-agent-limited-scope", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A power of attorney may take effect immediately or only when its maker can no longer decide.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-agent-starts-when-authorized", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Transfer-on-death registration can transfer securities directly to the named recipient after death without probate.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission", "slug": "s09-money-brokerage-tod-at-death", "source_url": "https://www.investor.gov/additional-resources/information/seniors/transferring-assets", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A transfer-on-death beneficiary must complete the securities re-registration steps.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission", "slug": "s09-money-brokerage-tod-reregistration", "source_url": "https://www.investor.gov/additional-resources/information/seniors/transferring-assets", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "State law governs securities registration and a brokerage firm may choose whether to offer transfer-on-death registration.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission", "slug": "s09-money-brokerage-tod-state-and-firm", "source_url": "https://www.investor.gov/additional-resources/information/seniors/transferring-assets", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Without advance authority, incapacity may require a court-appointed guardian.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-court-route-may-be-needed", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A durable financial power of attorney can authorize an agent to make financial decisions during incapacity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission and Consumer Financial Protection Bureau", "slug": "s09-money-durable-financial-authority", "source_url": "https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-83", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A health care power of attorney covers health care decisions rather than financial decisions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission and Consumer Financial Protection Bureau", "slug": "s09-money-healthcare-authority-distinct", "source_url": "https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-83", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Informal help reviewing bills does not itself authorize account transactions.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-informal-help-not-transactions", "source_url": "https://www.consumerfinance.gov/ask-cfpb/i-would-like-to-be-able-to-have-my-friend-or-family-member-help-with-my-bill-paying-and-banking-what-are-my-options-en-1145/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Life insurance pays a death benefit to beneficiaries when the insured dies while the policy is in effect.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "National Association of Insurance Commissioners", "slug": "s09-money-insurance-insured-death-benefit", "source_url": "https://content.naic.org/article/consumer-insight-what-know-about-life-insurance-beneficiaries", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "An irrevocable life insurance beneficiary can have a lifetime vested interest and consent rights over a beneficiary change.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "National Association of Insurance Commissioners", "slug": "s09-money-insurance-irrevocable-beneficiary", "source_url": "https://content.naic.org/glossary-insurance-terms", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A life insurance policy's rights belong to its owner, who is usually the insured person.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "California Department of Insurance", "slug": "s09-money-insurance-policy-owner", "source_url": "https://www.insurance.ca.gov/01-consumers/105-type/95-guides/07-life/life-ins-guide.cfm", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Buying or selling investments for someone else requires legal authority.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission and Consumer Financial Protection Bureau", "slug": "s09-money-investment-decisions-require-authority", "source_url": "https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-83", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A joint account's survivorship or tenants-in-common terms determine who receives a deceased owner's share.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-joint-death-title-controls", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-happens-if-i-have-a-joint-bank-account-with-someone-who-died-en-1101/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Either joint checking account owner can usually withdraw money or close the account, subject to the agreement and state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-joint-withdrawal-agreement", "source_url": "https://www.consumerfinance.gov/ask-cfpb/a-joint-checking-account-owner-took-all-the-money-out-and-then-closed-the-account-without-my-agreement-can-they-do-that-en-1099/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Signing a durable financial power of attorney does not stop someone from managing their money while able to decide.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "U.S. Securities and Exchange Commission and Consumer Financial Protection Bureau", "slug": "s09-money-owner-still-manages", "source_url": "https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-83", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A payable-on-death account directs the bank to transfer deposits to named beneficiaries when the owner dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Federal Deposit Insurance Corporation", "slug": "s09-money-pod-death-payment", "source_url": "https://www.fdic.gov/financial-institution-employees-guide-deposit-insurance/trust-accounts", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "For a revocable trust deposit, the owner retains lifetime control and names beneficiaries to receive assets after death.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Federal Deposit Insurance Corporation", "slug": "s09-money-pod-owner-lifetime-control", "source_url": "https://edie.fdic.gov/glossary.html", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A retirement beneficiary receives benefits after the owner dies under the plan's designation procedures and required-beneficiary rules.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Internal Revenue Service", "slug": "s09-money-retirement-beneficiary-after-death", "source_url": "https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "Retirement plan death benefits are usually paid to the designated beneficiary in a form allowed by the plan.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Internal Revenue Service", "slug": "s09-money-retirement-death-plan-terms", "source_url": "https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-death", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "ERISA surviving-spouse protections depend on the plan and when benefit payments begin.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Internal Revenue Service", "slug": "s09-money-retirement-spouse-protection", "source_url": "https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-death", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A bank account can stay in one person's name while an agent under a power of attorney handles authorized banking.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-sole-bank-agent", "source_url": "https://www.consumerfinance.gov/ask-cfpb/i-would-like-to-be-able-to-have-my-friend-or-family-member-help-with-my-bill-paying-and-banking-what-are-my-options-en-1145/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "An executor or administrator commonly collects and manages a deceased depositor's estate funds.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Federal Deposit Insurance Corporation", "slug": "s09-money-sole-bank-estate-administration", "source_url": "https://www.fdic.gov/financial-institution-employees-guide-deposit-insurance/single-accounts", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "A trusted contact receives certain alerts but does not have access to the account holder's money.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-money-trusted-contact-not-access", "source_url": "https://www.consumerfinance.gov/ask-cfpb/i-would-like-to-be-able-to-have-my-friend-or-family-member-help-with-my-bill-paying-and-banking-what-are-my-options-en-1145/", "topic": "s09-money" }, { "checked_on": "2026-10-22", "claim": "California permits vehicle ownership to transfer to the designated TOD beneficiary after the registered owner dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "California Department of Motor Vehicles", "slug": "s09-property-ca-car-tod", "source_url": "https://www.dmv.ca.gov/portal/handbook/vehicle-industry-registration-procedures-manual-2/transfers/transfer-on-death-tod-beneficiary/", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "California courts describe joint tenancy as equal ownership that passes to the other owner after one owner dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Judicial Council of California", "slug": "s09-property-ca-joint-tenancy", "source_url": "https://selfhelp.courts.ca.gov/probate/inventory-estimate-value", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "California identifies certain joint ownership and death-transfer arrangements as possible routes outside estate distribution.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "California Department of Justice, Office of the Attorney General", "slug": "s09-property-ca-nonprobate-conditions", "source_url": "https://oag.ca.gov/consumers/general/estate-finance", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "California courts tell survivors to review ownership records, beneficiaries and the way property is held.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Judicial Council of California", "slug": "s09-property-ca-title-review", "source_url": "https://selfhelp.courts.ca.gov/probate/inventory-estimate-value", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "In California, an unlisted surviving spouse or domestic partner may still own property depending on marital-property classification.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Judicial Council of California", "slug": "s09-property-ca-unlisted-spouse", "source_url": "https://selfhelp.courts.ca.gov/probate/inventory-estimate-value", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "Without an advance power of attorney, a family member or friend may need court appointment after incapacity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-court-may-appoint", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A durable financial power of attorney continues to be effective after incapacity.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-durable-poa", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-is-a-power-of-attorney-poa-en-1149/", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "Estate authority may come from court appointment or another process allowed by state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Federal Trade Commission", "slug": "s09-property-estate-state-authority", "source_url": "https://consumer.ftc.gov/articles/debts-and-deceased-relatives", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A court-appointed guardian of property receives power to make some or all property decisions for the protected person.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-guardian-appointed", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_guardians_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A property guardian's powers depend on state law and the appointing court order.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-guardian-limits", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_guardians_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "USAGov directs survivors to the state motor vehicle office to transfer a deceased person's vehicle title.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "USAGov", "slug": "s09-property-motor-office-after-death", "source_url": "https://www.usa.gov/report-a-death", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A person who can still make decisions may continue managing their property after signing a power of attorney.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-owner-continues", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "An agent's authority under a power of attorney ends when the principal dies.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-poa-death", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A power of attorney may become effective immediately or only when the person can no longer decide.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-poa-effective", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A financial agent can act only within the power of attorney and state law.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-poa-scope", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "State laws vary, and an agent with questions about legal duties should talk to a lawyer.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-state-law-advice", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_msem_national_agents_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "A trustee does not have authority over property outside the trust.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/who-can-act", "publisher": "Consumer Financial Protection Bureau", "slug": "s09-property-trust-property-only", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_national_trustees_guide.pdf", "topic": "s09-property" }, { "checked_on": "2026-10-22", "claim": "The Alaska court self-help page refers readers to advance health care directive forms and instructions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Alaska Court System", "slug": "s10-ak-advance-referral", "source_url": "https://courts.alaska.gov/shc/probate/before-death.htm", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The health department publishes an Alabama advance directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Alabama Department of Public Health", "slug": "s10-al-advance", "source_url": "https://www.alabamapublichealth.gov/cancer/assets/advdirective.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Alabama publishes a portable DNAR order under its health department rule.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Alabama Department of Public Health", "slug": "s10-al-dnar", "source_url": "https://www.alabamapublichealth.gov/providerstandards/advance-directives.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The published form requires two qualified witnesses and lists their qualifications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Alabama Department of Public Health", "slug": "s10-al-execution", "source_url": "https://www.alabamapublichealth.gov/cancer/assets/advdirective.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The health department publishes an Advance Care Plan form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arkansas Department of Health", "slug": "s10-ar-advance", "source_url": "https://healthy.arkansas.gov/wp-content/uploads/AdvanceCarePlanForm.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The Advance Care Plan gives two qualified adult witness or notary alternatives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arkansas Department of Health", "slug": "s10-ar-execution", "source_url": "https://healthy.arkansas.gov/wp-content/uploads/AdvanceCarePlanForm.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas publishes Physician Orders for Life-Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arkansas Department of Health", "slug": "s10-ar-polst", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/polst/polst-forms-directions/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Arkansas says POLST does not replace an advance directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arkansas Department of Health", "slug": "s10-ar-polst-distinct", "source_url": "https://healthy.arkansas.gov/programs-services/certificates-records/polst/polst-forms-directions/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general publishes a Health Care Power of Attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arizona Attorney General", "slug": "s10-az-advance", "source_url": "https://www.azag.gov/sites/default/files/2026-08/LCP%20-%20Healthcare%20POA_8.4.26.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The current attorney general health care power form gives witness or notary alternatives and exclusions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arizona Attorney General", "slug": "s10-az-execution", "source_url": "https://www.azag.gov/sites/default/files/2026-08/LCP%20-%20Healthcare%20POA_8.4.26.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general provides a POLST form referral for serious illness or frailty near the end of life.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Arizona Attorney General", "slug": "s10-az-polst", "source_url": "https://www.azag.gov/issues/elder-affairs/life-care-planning", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general publishes the statutory advance health care directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Justice", "slug": "s10-ca-advance", "source_url": "https://oag.ca.gov/system/files/media/ProbateCodeAdvanceHealthCareDirectiveForm-fillable.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The form provides two qualified witnesses or a notary acknowledgment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Justice", "slug": "s10-ca-execution", "source_url": "https://oag.ca.gov/system/files/media/ProbateCodeAdvanceHealthCareDirectiveForm-fillable.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "California courts refer readers to the California Statutory Power of Attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Courts", "slug": "s10-ca-financial-form", "source_url": "https://selfhelp.courts.ca.gov/wills-estates-probate/legal-documents", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "At least one witness must make the additional family and estate-interest declaration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Justice", "slug": "s10-ca-independent-witness", "source_url": "https://oag.ca.gov/system/files/media/ProbateCodeAdvanceHealthCareDirectiveForm-fillable.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Skilled nursing facility patients have an additional patient advocate or ombudsman statement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Justice", "slug": "s10-ca-nursing-facility-witness", "source_url": "https://oag.ca.gov/system/files/media/ProbateCodeAdvanceHealthCareDirectiveForm-fillable.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The public health department identifies the Physician Orders for Life-Sustaining Treatment form as voluntary.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Public Health", "slug": "s10-ca-polst", "source_url": "https://www.cdph.ca.gov/Programs/CHCQ/LCP/Pages/AFL-09-27.aspx", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The form excludes listed health providers and facility operators or employees as witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "California Department of Justice", "slug": "s10-ca-witness-qualifications", "source_url": "https://oag.ca.gov/system/files/media/ProbateCodeAdvanceHealthCareDirectiveForm-fillable.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 15-18-105 lists excluded people and the route when the declarant cannot physically sign.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s10-co-declaration-disqualifications", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 15-18-106 provides two witnesses or an acknowledgment for a medical-treatment declaration, with a court caveat and disqualifications.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s10-co-declaration-execution", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 15-14-741 supplies a statutory property power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s10-co-financial-form", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 15-18.7-103 specifies Medical Orders for Scope of Treatment form contents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s10-co-most", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general publishes a combined advance directives form with separate optional sections.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Connecticut Office of the Attorney General", "slug": "s10-ct-advance", "source_url": "https://portal.ct.gov/en/ag/health-issues/connecticuts-living-will-laws", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 19a-576 requires two adult witnesses to appoint a health care representative and excludes the representative.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Connecticut General Assembly", "slug": "s10-ct-execution", "source_url": "https://www.cga.ct.gov/current/pub/chap_368w.htm", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 19a-576 adds witness qualifications for specified mental-health and developmental-services facilities.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Connecticut General Assembly", "slug": "s10-ct-facility-witnesses", "source_url": "https://www.cga.ct.gov/current/pub/chap_368w.htm", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 1-352 provides statutory short and long power of attorney forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Connecticut General Assembly", "slug": "s10-ct-financial-form", "source_url": "https://www.cga.ct.gov/current/pub/chap_015c.htm", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Connecticut publishes Medical Orders for Life-Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Connecticut Department of Public Health", "slug": "s10-ct-molst", "source_url": "https://portal.ct.gov/dph/about/molst", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The D.C. Code supplies a sample durable health care power of attorney form and permits alternatives meeting the statute.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Council of the District of Columbia", "slug": "s10-dc-advance", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/21-2207", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 21-2205 requires two qualified adult witnesses and an independent witness.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Council of the District of Columbia", "slug": "s10-dc-execution", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/21-2205", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 21-2603.01 supplies a statutory power form subject to a potential additional real-estate notice requirement.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Council of the District of Columbia", "slug": "s10-dc-financial-form", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/21-2603.01", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "DC Health operates the Medical Orders for Scope of Treatment program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "District of Columbia Department of Health", "slug": "s10-dc-most", "source_url": "https://dchealth.dc.gov/most", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 2511 supplies an optional advance health-care directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Delaware General Assembly", "slug": "s10-de-advance", "source_url": "https://delcode.delaware.gov/title16/c025/index.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Delaware publishes a Medical Orders for Scope of Treatment program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Delaware Department of Health and Social Services", "slug": "s10-de-dmost", "source_url": "https://dhss.delaware.gov/dhcc/dmost/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 2508 requires one qualified adult witness and defines the permitted ways to be present.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Delaware General Assembly", "slug": "s10-de-execution", "source_url": "https://delcode.delaware.gov/title16/c025/index.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 49A-301 provides a durable personal power of attorney form for property decisions, distinct from health care.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Delaware General Assembly", "slug": "s10-de-financial-form", "source_url": "https://delcode.delaware.gov/title12/c049a/sc03/index.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 2509 adds a separate record and two physically present adult witnesses for the specified mental-health nonrevocation direction.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Delaware General Assembly", "slug": "s10-de-mental-health-exception", "source_url": "https://delcode.delaware.gov/title16/c025/index.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 765.203 provides a suggested health care surrogate form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Florida Legislature", "slug": "s10-fl-advance", "source_url": "https://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0765/Sections/0765.203.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Florida Health publishes the Do Not Resuscitate Order route.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Florida Department of Health", "slug": "s10-fl-dnro", "source_url": "https://www.floridahealth.gov/about-us/resources/do-not-resuscitate-order/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 765.202 requires two qualified adult subscribing witnesses and describes signing at the principal's direction.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Florida Legislature", "slug": "s10-fl-execution", "source_url": "https://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0765/Sections/0765.202.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general refers readers to the Georgia Advance Directive for Health Care form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Georgia Office of the Attorney General", "slug": "s10-ga-advance-referral", "source_url": "https://consumer.georgia.gov/advance-directives", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Georgia Public Health publishes Physician Orders for Life-Sustaining Treatment form links.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Georgia Department of Public Health", "slug": "s10-ga-polst", "source_url": "https://dph.georgia.gov/POLST", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The health department publishes an optional advance health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Hawaii Department of Health, Executive Office on Aging", "slug": "s10-hi-advance", "source_url": "https://health.hawaii.gov/eoa/files/2013/04/AHCD.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The form instructions provide two qualified witnesses or a notary.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Hawaii Department of Health, Executive Office on Aging", "slug": "s10-hi-execution", "source_url": "https://health.hawaii.gov/eoa/files/2013/04/AHCD.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Hawaii identifies POLST as Provider Orders for Life-Sustaining Treatment signed by specified clinicians.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Hawaii Department of Health, Executive Office on Aging", "slug": "s10-hi-polst", "source_url": "https://health.hawaii.gov/eoa/polst/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The form excludes specified witnesses and requires one witness without family or inheritance ties.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Hawaii Department of Health, Executive Office on Aging", "slug": "s10-hi-witness-qualifications", "source_url": "https://health.hawaii.gov/eoa/files/2013/04/AHCD.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 144B.5 provides an optional durable health care power form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Iowa Legislature", "slug": "s10-ia-advance", "source_url": "https://www.legis.iowa.gov/docs/code/2026/144B.5.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 144B.3 supplies two qualified witness or notarial alternatives with witness restrictions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Iowa Legislature", "slug": "s10-ia-execution", "source_url": "https://www.legis.iowa.gov/docs/code/2026/144B.3.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 633B.301 supplies a statutory property power form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Iowa Legislature", "slug": "s10-ia-financial-form", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633B.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Iowa Health publishes Iowa Physician Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s10-ia-ipost", "source_url": "https://hhs.iowa.gov/ipost", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The attorney general provides the Idaho Advance Directive and update resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Idaho Office of the Attorney General", "slug": "s10-id-advance", "source_url": "https://www.ag.idaho.gov/office-resources/advance-directives-and-registry-services/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 39-4510 lists the mandatory elements of an advance care planning document.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Idaho Legislature", "slug": "s10-id-execution", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title39/T39CH45/SECT39-4510/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The statute lists witness details and notarization as optional ACPD contents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Idaho Legislature", "slug": "s10-id-optional-witness-notary", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title39/T39CH45/SECT39-4510/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The health department registry supports advance directives and Physician Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s10-id-post", "source_url": "https://healthandwelfare.idaho.gov/services-programs/birth-marriage-death-records/idaho-healthcare-directive-registry", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Public Health publishes the Illinois Statutory Short Form Power of Attorney for Health Care.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Illinois Department of Public Health", "slug": "s10-il-advance", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/files/forms/powerofattorneyhealthcareform.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The statutory health care form requires a witness and says notarization is unnecessary.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Illinois Department of Public Health", "slug": "s10-il-execution", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/files/forms/powerofattorneyhealthcareform.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The form explains that a qualifying nonstatutory health care power need not be witnessed.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Illinois Department of Public Health", "slug": "s10-il-nonstatutory-exception", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/files/forms/powerofattorneyhealthcareform.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Public Health publishes a Uniform Practitioner Orders for Life-Sustaining Treatment order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Illinois Department of Public Health", "slug": "s10-il-polst", "source_url": "https://dph.illinois.gov/topics-services/health-care-regulation/nursing-homes/advance-directives.html", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "The statutory health care form witness must meet its age and disqualification rules.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Illinois Department of Public Health", "slug": "s10-il-witness-qualifications", "source_url": "https://dph.illinois.gov/content/dam/soi/en/web/idph/files/forms/powerofattorneyhealthcareform.pdf", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Indiana Health says no official or mandatory advance directive form must be followed, while Indiana law still governs validity.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Indiana Department of Health", "slug": "s10-in-advance", "source_url": "https://www.in.gov/health/cshcr/healthcare-quality-resource-center/advance-directives-resource-center/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Indiana Health publishes a Physicians Order for Scope of Treatment form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Indiana Department of Health", "slug": "s10-in-post", "source_url": "https://www.in.gov/health/cshcr/healthcare-quality-resource-center/advance-directives-resource-center/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 58-632 supplies the health care durable power form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kansas Legislature, Office of Revisor of Statutes", "slug": "s10-ks-advance", "source_url": "https://kslegislature.gov/b2023_24/laws/058_000_0000_chapter/058_006_0000_article/058_006_0032_section/058_006_0032_k/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Section 58-629 provides two qualified adult witnesses or notary acknowledgment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kansas Legislature, Office of Revisor of Statutes", "slug": "s10-ks-execution", "source_url": "https://kslegislature.gov/b2023_24/laws/058_000_0000_chapter/058_006_0000_article/058_006_0029_section/058_006_0029_k/", "topic": "s10-group-a" }, { "checked_on": "2026-10-22", "claim": "Kentucky publishes a statutory living will directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kentucky General Assembly", "slug": "s10-ky-advance", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=42591", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kentucky General Assembly", "slug": "s10-ky-execution", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=42591", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky publishes a statutory form power of attorney for property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kentucky General Assembly", "slug": "s10-ky-financial", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=50172", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Kentucky incorporates the Medical Orders for Scope of Treatment form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Kentucky General Assembly", "slug": "s10-ky-polst", "source_url": "https://apps.legislature.ky.gov/law/kar/titles/201/009/470/", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana publishes an illustrative declaration concerning life-sustaining procedures.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Louisiana State Legislature", "slug": "s10-la-advance", "source_url": "https://www.legis.la.gov/Legis/Law.aspx?d=964664", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Louisiana State Legislature", "slug": "s10-la-execution", "source_url": "https://www.legis.la.gov/Legis/Law.aspx?d=964664", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana law provides for the Louisiana Physician Order for Scope of Treatment program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Louisiana State Legislature", "slug": "s10-la-polst", "source_url": "https://www.legis.la.gov/Legis/Law.aspx?d=964688", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Louisiana defines a qualified witness for the declaration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Louisiana State Legislature", "slug": "s10-la-witness-scope", "source_url": "https://www.legis.la.gov/Legis/Law.aspx?d=964663", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts DPH offers partner-provided health care proxy and personal directive form resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Massachusetts Department of Public Health", "slug": "s10-ma-advance", "source_url": "https://www.mass.gov/doc/dph-letter-health-care-proxy-and-personal-directive-living-will-june-3-2026/download", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Massachusetts General Court", "slug": "s10-ma-execution", "source_url": "https://malegislature.gov/laws/generallaws/partii/titleii/chapter201d/section2", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The Massachusetts DPH MOLST Subcommittee provides information and a referral about the MOLST form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Massachusetts Department of Public Health, MOLST Subcommittee", "slug": "s10-ma-polst", "source_url": "https://www.mass.gov/orgs/molst-subcommittee", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Massachusetts law directs the MOLST program to transition to the national POLST model.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Massachusetts General Court", "slug": "s10-ma-polst-transition", "source_url": "https://malegislature.gov/Laws/GeneralLaws/PartI/TitleII/Chapter19A/Section44", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland Health publishes downloadable advance directive forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland Department of Health", "slug": "s10-md-advance", "source_url": "https://health.maryland.gov/phpa/ccdb/ADP/Pages/Individual-Resources.aspx", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland General Assembly", "slug": "s10-md-execution", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=ghg§ion=5-602", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland publishes a statutory personal financial power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland General Assembly", "slug": "s10-md-financial", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=17-202", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland Health names Medical Orders for Life-Sustaining Treatment and distinguishes them from advance directives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland Department of Health", "slug": "s10-md-polst", "source_url": "https://health.maryland.gov/phpa/ccdb/ADP/Pages/Physician-Resources---Adv-Care.aspx", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland permits a defined unwitnessed electronic video directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland General Assembly", "slug": "s10-md-video-exception", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=ghg§ion=5-602", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maryland restricts agent witnesses and requires one witness without a known financial interest at death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maryland General Assembly", "slug": "s10-md-witness-scope", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=ghg§ion=5-602", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine publishes an optional statutory advance health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maine Legislature", "slug": "s10-me-advance", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec5-805.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maine Legislature", "slug": "s10-me-execution", "source_url": "https://legislature.maine.gov/statutes/18-c/title18-Csec5-803.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Maine permits a specific remote-signing process for an isolated principal in a health care facility.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Maine Legislature", "slug": "s10-me-remote-exception", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec5-803-A.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Michigan Attorney General provides medical power of attorney form referrals.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Michigan Department of Attorney General", "slug": "s10-mi-advance", "source_url": "https://www.michigan.gov/ag/initiatives/elder-abuse/elder-abuse-task-force", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Michigan Attorney General publishes the Michigan Statutory Form Power of Attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Michigan Department of Attorney General", "slug": "s10-mi-financial", "source_url": "https://www.michigan.gov/ag/-/media/Project/Websites/AG/EATF/Michigan-Statutory-Form-Power-of-Attorney.pdf?rev=6c4825f9d4814c1a843c524d7c4efe91", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Michigan Health names Michigan Physician Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s10-mi-polst", "source_url": "https://www.michigan.gov/en/mdhhs/inside-mdhhs/legislationpolicy/ems/news/mi-post", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota publishes a suggested statutory health care directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Minnesota Legislature, Office of the Revisor of Statutes", "slug": "s10-mn-advance", "source_url": "https://www.revisor.mn.gov/statutes/cite/145C.16/pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Minnesota Legislature, Office of the Revisor of Statutes", "slug": "s10-mn-execution", "source_url": "https://www.revisor.mn.gov/statutes/cite/145C.16/pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota publishes a statutory short form power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Minnesota Legislature, Office of the Revisor of Statutes", "slug": "s10-mn-financial", "source_url": "https://www.revisor.mn.gov/statutes/cite/523/full", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Minnesota Health identifies Provider Orders for Life-Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Minnesota Department of Health", "slug": "s10-mn-polst", "source_url": "https://www.health.mn.gov/people/palliative/advcareplan.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The Minnesota form restricts the notary and health care agent witnesses and direct-care provider witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Minnesota Legislature, Office of the Revisor of Statutes", "slug": "s10-mn-witness-scope", "source_url": "https://www.revisor.mn.gov/statutes/cite/145C.16/pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Missouri publishes a sample declaration directing withholding or withdrawal of death-prolonging procedures.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s10-mo-advance", "source_url": "https://www.revisor.mo.gov/main/OneSection.aspx?bid=25812&hl=+to+459.%25u2044459.015&hlr=y§ion=459.015", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s10-mo-execution", "source_url": "https://www.revisor.mo.gov/main/OneSection.aspx?bid=25812&hl=+to+459.%25u2044459.015&hlr=y§ion=459.015", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Missouri statute recognizes TPOPP and POLST forms subject to department approval and stated conditions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Missouri Revisor of Statutes", "slug": "s10-mo-polst", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=190.613", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Mississippi hospice standards describe advance directives as treatment instructions or designation of a decision maker.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Mississippi State Department of Health", "slug": "s10-ms-official-context", "source_url": "https://msdh.ms.gov/msdhsite/index.cfm/30%2C2348%2C83%2C60%2Cpdf/Hospice_regulations.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana Attorney General publishes the My Choices Advance Directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Montana Department of Justice", "slug": "s10-mt-advance", "source_url": "https://dojmt.gov/wp-content/uploads/My-Choices-Advance-Directive-8.28.17.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Montana Department of Justice", "slug": "s10-mt-execution", "source_url": "https://dojmt.gov/wp-content/uploads/My-Choices-Advance-Directive-8.28.17.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana courts link the statutory form power of attorney under MCA 72-31-353.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Montana Judicial Branch", "slug": "s10-mt-financial", "source_url": "https://courts.mt.gov/Forms/guardianship", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana Health publishes Provider Orders for Life-Sustaining Treatment resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s10-mt-polst", "source_url": "https://dphhs.mt.gov/publichealth/emsts/polst", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Montana My Choices witnesses attest adulthood, presence, and absence of duress.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Montana Department of Justice", "slug": "s10-mt-witness-scope", "source_url": "https://dojmt.gov/wp-content/uploads/My-Choices-Advance-Directive-8.28.17.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes a statutory health care power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina General Assembly", "slug": "s10-nc-advance", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/ByArticle/Chapter_32A/Article_3.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina preserves validity of instruments executed under its limited earlier emergency witness waiver.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina General Assembly", "slug": "s10-nc-emergency-exception", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/ByArticle/Chapter_32A/Article_3.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina General Assembly", "slug": "s10-nc-execution", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/ByArticle/Chapter_32A/Article_3.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina publishes a statutory financial power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina General Assembly", "slug": "s10-nc-financial", "source_url": "https://www3.ncleg.gov/EnactedLegislation/Statutes/HTML/ByArticle/Chapter_32C/Article_3.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina Health publishes the official Medical Orders for Scope of Treatment program referral.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina Department of Health and Human Services, Office of Emergency Medical Services", "slug": "s10-nc-polst", "source_url": "https://oems.nc.gov/dnr-most/", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Carolina defines qualified witnesses for the health care power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Carolina General Assembly", "slug": "s10-nc-witness-scope", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/ByArticle/Chapter_32A/Article_3.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska publishes a statutory power of attorney for health care form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nebraska Legislature", "slug": "s10-ne-advance", "source_url": "https://nebraskalegislature.gov/laws/display_html.php?begin_section=30-3401&end_section=30-3432", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nebraska Legislature", "slug": "s10-ne-execution", "source_url": "https://nebraskalegislature.gov/laws/display_html.php?begin_section=30-3401&end_section=30-3432", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska courts publish statutory financial power of attorney information and a form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nebraska Judicial Branch", "slug": "s10-ne-financial", "source_url": "https://supremecourt.nebraska.gov/self-help/medical/power-attorney", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nebraska restricts health care power of attorney witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nebraska Legislature", "slug": "s10-ne-witness-scope", "source_url": "https://nebraskalegislature.gov/laws/display_html.php?begin_section=30-3401&end_section=30-3432", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire publishes a statutory advance directive with health care power of attorney and living will components.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Hampshire General Court", "slug": "s10-nh-advance", "source_url": "https://gc.nh.gov/rsa/html/x/137-J/137-J-20.htm", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Hampshire General Court", "slug": "s10-nh-execution", "source_url": "https://gc.nh.gov/rsa/html/X/137-J/137-J-19.htm", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire publishes a statutory power of attorney for money and property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Hampshire General Court", "slug": "s10-nh-financial", "source_url": "https://gc.nh.gov/rsa/html/LVI/564-E/564-E-301.htm", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Hampshire law defines provider orders for life-sustaining treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Hampshire General Court", "slug": "s10-nh-polst", "source_url": "https://gc.nh.gov/rsa/html/X/137-L/137-L-mrg.htm", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey Health publishes a Proxy Directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Jersey Department of Health", "slug": "s10-nj-advance", "source_url": "https://www.nj.gov/health/advancedirective/documents/proxy_directive.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Jersey Department of Health", "slug": "s10-nj-execution", "source_url": "https://www.nj.gov/health/advancedirective/ad/forums-faqs/index.shtml", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Jersey Health publishes Practitioner Orders for Life-Sustaining Treatment resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Jersey Department of Health", "slug": "s10-nj-polst", "source_url": "https://www.nj.gov/health/advancedirective/polst/", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "A New Jersey health care representative cannot witness the advance directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Jersey Department of Health", "slug": "s10-nj-witness-scope", "source_url": "https://www.nj.gov/health/advancedirective/ad/forums-faqs/index.shtml", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico courts publish the statutory form power of attorney for property.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Mexico Supreme Court", "slug": "s10-nm-financial", "source_url": "https://supremecourt.nmcourts.gov/wp-content/uploads/sites/30/2024/01/Statutory-Power-of-Attorney-45-5B-301.pdf", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New Mexico Health names Medical Orders for Scope of Treatment and refers readers to the current program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New Mexico Department of Health", "slug": "s10-nm-polst", "source_url": "https://www.nmhealth.org/about/erd/emsb/advd/", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes an optional statutory advance health-care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nevada Legislature", "slug": "s10-nv-advance", "source_url": "https://www.leg.state.nv.us/nrs/nrs-162a.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nevada Legislature", "slug": "s10-nv-execution", "source_url": "https://www.leg.state.nv.us/nrs/nrs-162a.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada publishes a statutory financial power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nevada Legislature", "slug": "s10-nv-financial", "source_url": "https://www.leg.state.nv.us/nrs/nrs-162a.html", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "Nevada Health identifies Physician Order for Life-Sustaining Treatment resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Nevada Division of Public and Behavioral Health", "slug": "s10-nv-polst", "source_url": "https://www.dpbh.nv.gov/regulatory/emergency-medical-systems-ems/do-not-resuscitate-dnr-physician-order-for-life-sustaining-treatment-polst/", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New York Attorney General describes the standard health care proxy form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New York State Office of the Attorney General", "slug": "s10-ny-advance", "source_url": "https://ag.ny.gov/publications/advance-directives", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "The official source states the execution requirements for the linked health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New York State Office of the Attorney General", "slug": "s10-ny-execution", "source_url": "https://ag.ny.gov/publications/advance-directives", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New York publishes the statutory short form power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New York State Senate", "slug": "s10-ny-financial", "source_url": "https://www.nysenate.gov/legislation/laws/GOB/5-1513", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "New York Health publishes Medical Orders for Life-Sustaining Treatment resources.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "New York State Department of Health", "slug": "s10-ny-polst", "source_url": "https://healthweb-back.health.ny.gov/professionals/patients/patient_rights/molst/index.htm", "topic": "s10-group-b" }, { "checked_on": "2026-10-22", "claim": "North Dakota publishes an optional statutory health care directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s10-nd-advance", "source_url": "https://ndlegis.gov/prod/cencode/t23c06-5.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota requires notarization or at least two adult witnesses to verify a health care directive signature.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s10-nd-execution", "source_url": "https://ndlegis.gov/prod/cencode/t23c06-5.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "North Dakota excludes specified agents, relatives and estate interests from serving as notaries or witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "North Dakota Legislative Branch", "slug": "s10-nd-witness-limits", "source_url": "https://ndlegis.gov/prod/cencode/t23c06-5.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Ohio publishes DNR Comfort Care and DNR Comfort Care Arrest orders.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Ohio Department of Health", "slug": "s10-oh-dnr", "source_url": "https://odh.ohio.gov/know-our-programs/do-not-resuscitate/welcome", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Ohio allows qualified adult witnesses or a notary for a durable power of attorney for health care.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Ohio Legislative Service Commission", "slug": "s10-oh-execution", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-1337.12", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Ohio Revised Code Section 1337.60 publishes a statutory financial power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Ohio Legislative Service Commission", "slug": "s10-oh-financial", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-1337.60", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma publishes an advance directive form in Title 63.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oklahoma Senate", "slug": "s10-ok-advance", "source_url": "https://oksenate.gov/sites/default/files/2022-05/os63.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma requires two adult witnesses who are not legatees, devisees or heirs for an advance directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oklahoma Senate", "slug": "s10-ok-execution", "source_url": "https://oksenate.gov/sites/default/files/2022-05/os63.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma publishes a statutory financial power of attorney form in Title 15.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oklahoma Senate", "slug": "s10-ok-financial", "source_url": "https://oksenate.gov/sites/default/files/2022-05/os15.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oklahoma statutes name the Physician Orders for Life-Sustaining Treatment form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oklahoma Senate", "slug": "s10-ok-polst", "source_url": "https://oksenate.gov/sites/default/files/2022-05/os63.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon Health Authority publishes advance directive forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oregon Health Authority", "slug": "s10-or-advance", "source_url": "https://www.oregon.gov/oha/ph/about/pages/adac-forms.aspx", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon requires a signature and two witnesses or a notary, with acceptance by the health care representative.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oregon Health Authority", "slug": "s10-or-execution", "source_url": "https://www.oregon.gov/oha/PH/ABOUT/Documents/ADAC%20RAC/LARGE%20PRINT%20OHA%203905_OR%20Advance%20Directive%20for%20Health_v1.1.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon Health Authority refers to its POLST program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oregon Health Authority", "slug": "s10-or-polst", "source_url": "https://www.oregon.gov/oha/PH/ABOUT/Pages/AdvanceDirectiveAdoptionCommittee.aspx", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Oregon excludes the health care representative and attending provider from witnessing this form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Oregon Health Authority", "slug": "s10-or-witness-limits", "source_url": "https://www.oregon.gov/oha/PH/ABOUT/Documents/ADAC%20RAC/LARGE%20PRINT%20OHA%203905_OR%20Advance%20Directive%20for%20Health_v1.1.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania publishes a combined living will and health care power of attorney example.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s10-pa-advance", "source_url": "https://www.palegis.us/statutes/consolidated/view-statute?chpt=54&div=0&iFrame=true&sctn=71&subsctn=0&ttl=20&txtType=HTM", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania requires a signed health care power of attorney and two adult witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Pennsylvania General Assembly", "slug": "s10-pa-execution", "source_url": "https://www.palegis.us/statutes/consolidated/view-statute?chpt=54&div=0&iFrame=true&sctn=52&subsctn=0&ttl=20&txtType=HTM", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Pennsylvania Department of Health publishes POLST forms and program guidance.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Pennsylvania Department of Health", "slug": "s10-pa-polst", "source_url": "https://www.pa.gov/agencies/health/healthcare-and-public-health-professionals/ems/ems-resources", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island publishes a statutory durable power of attorney for health care.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Rhode Island General Assembly", "slug": "s10-ri-advance", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE23/23-4.10/23-4.10-2.HTM", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island allows a notary or two qualified witnesses for its statutory health care power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Rhode Island Department of Health", "slug": "s10-ri-execution", "source_url": "https://health.ri.gov/forms/legal/DurablePowerOfAttorneyForHealthcare.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island publishes a statutory short form financial power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Rhode Island General Assembly", "slug": "s10-ri-financial", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE18/18-16/18-16-2.htm", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island publishes Medical Orders for Life Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Rhode Island Department of Health", "slug": "s10-ri-molst", "source_url": "https://health.ri.gov/death-and-dying/medical-orders-life-sustaining-treatment-molst", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Rhode Island specifies disqualified witnesses and requires an additional family and estate-interest declaration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Rhode Island Department of Health", "slug": "s10-ri-witness-limits", "source_url": "https://health.ri.gov/forms/legal/DurablePowerOfAttorneyForHealthcare.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina publishes a statutory health care power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Carolina Legislature", "slug": "s10-sc-advance", "source_url": "https://www.scstatehouse.gov/code/t62c005.php", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina requires two witnesses and detailed witness declarations for a health care power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Carolina Legislature", "slug": "s10-sc-execution", "source_url": "https://www.scstatehouse.gov/code/t62c005.php", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina's statutory health care power of attorney includes a notarial acknowledgment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Carolina Legislature", "slug": "s10-sc-notarial-form", "source_url": "https://www.scstatehouse.gov/code/t62c005.php", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Carolina law establishes Physician Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Carolina Legislature", "slug": "s10-sc-post", "source_url": "https://www.scstatehouse.gov/code/t44c080.php", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota publishes an optional statutory living will declaration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Dakota Legislature", "slug": "s10-sd-advance", "source_url": "https://sdlegislature.gov/api/Statutes/34-12D-3.html", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota allows two adult witnesses or a notarized signature for a living will declaration.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Dakota Legislature", "slug": "s10-sd-execution", "source_url": "https://sdlegislature.gov/api/Statutes/34-12D-2.html", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota publishes a statutory financial power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Dakota Legislature", "slug": "s10-sd-financial", "source_url": "https://sdlegislature.gov/api/Statutes/59-12-41.html", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "South Dakota Department of Health refers to Medical Order for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "South Dakota Department of Health", "slug": "s10-sd-most", "source_url": "https://doh.sd.gov/healthcare-professionals/advance-directives-and-medical-orders/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee publishes a combined Advance Directive for Health Care form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Tennessee Department of Health", "slug": "s10-tn-advance", "source_url": "https://www.tn.gov/content/dam/tn/health/documents/Advance_Directive_for_Health_Care.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee allows two competent adult witnesses or a notary for its advance directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Tennessee Department of Health", "slug": "s10-tn-execution", "source_url": "https://www.tn.gov/content/dam/tn/health/documents/Advance_Directive_for_Health_Care.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Tennessee Department of Health explains Physician Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Tennessee Department of Health", "slug": "s10-tn-post", "source_url": "https://www.tn.gov/health/healthyaging", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas Health and Human Services publishes a medical power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Texas Health and Human Services Commission", "slug": "s10-tx-advance", "source_url": "https://fhb.hhs.texas.gov/forms/advance-directives/medical-power-attorney-designation-health-care-agent-mpoa", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas publishes an Out-of-Hospital Do-Not-Resuscitate order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Texas Health and Human Services Commission", "slug": "s10-tx-dnr", "source_url": "https://fhb.hhs.texas.gov/forms/advance-directives", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas allows a notary or two competent adult witnesses for a medical power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Texas Health and Human Services Commission", "slug": "s10-tx-execution", "source_url": "https://fhb.hhs.texas.gov/sites/default/files/documents/medical-power-of-attorney-designation-of-health-care-agent-mpoa-english.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas publishes a Statutory Durable Power of Attorney for property decisions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Texas Health and Human Services Commission", "slug": "s10-tx-financial", "source_url": "https://fhb.hhs.texas.gov/forms/advance-directives/statutory-durable-power-attorney-sdpoa", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Texas excludes specified agents, relatives and financial or care interests from acting as one of the witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Texas Health and Human Services Commission", "slug": "s10-tx-witness-limits", "source_url": "https://fhb.hhs.texas.gov/sites/default/files/documents/medical-power-of-attorney-designation-of-health-care-agent-mpoa-english.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah publishes an optional advance health care directive form under section 75A-9-110.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Utah Legislature", "slug": "s10-ut-advance", "source_url": "https://le.utah.gov/xcode/Title75A/Chapter9/C75A-9-S110_2026010120250507.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah's optional form requires a qualified adult witness when naming an agent.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Utah Legislature", "slug": "s10-ut-execution", "source_url": "https://le.utah.gov/xcode/Title75A/Chapter9/C75A-9-S110_2026010120250507.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah publishes a statutory financial power of attorney form under section 75A-2-301.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Utah Legislature", "slug": "s10-ut-financial", "source_url": "https://le.utah.gov/xcode/Title75A/Chapter2/C75A-2-S301_2024090120240501.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Utah permits a qualified witness to be present through specified audio or video communication.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Utah Legislature", "slug": "s10-ut-witness-presence", "source_url": "https://le.utah.gov/xcode/Title75A/Chapter9/C75A-9_2026010120250507.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Virginia publishes a suggested statutory advance directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Virginia General Assembly", "slug": "s10-va-advance", "source_url": "https://law.lis.virginia.gov/vacode/title54.1/chapter29/section54.1-2984/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Virginia Department of Health publishes the Durable Do Not Resuscitate Program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Virginia Department of Health", "slug": "s10-va-dnr", "source_url": "https://www.vdh.virginia.gov/emergency-medical-services/trauma-critical-care/durable-do-not-resuscitate-program/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Virginia requires two subscribing witnesses for a written advance directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Virginia General Assembly", "slug": "s10-va-execution", "source_url": "https://law.lis.virginia.gov/vacode/title54.1/chapter29/section54.1-2983/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont Department of Health links to advance directive and health care agent forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Vermont Department of Health", "slug": "s10-vt-advance", "source_url": "https://www.healthvermont.gov/systems/advance-directives/create-register-and-make-changes-advance-directive", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont publishes DNR and Clinician Orders for Life-Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Vermont Department of Health", "slug": "s10-vt-colst", "source_url": "https://www.healthvermont.gov/systems/advance-directives/do-not-resuscitate-dnrclinician-orders-life-sustaining-treatment-colst", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont requires two adult witnesses for an advance directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Vermont General Assembly", "slug": "s10-vt-execution", "source_url": "https://legislature.vermont.gov/statutes/section/18/231/09703", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Vermont excludes specified relatives and agents as witnesses and has additional execution safeguards in care facilities.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Vermont General Assembly", "slug": "s10-vt-witness-limits", "source_url": "https://legislature.vermont.gov/statutes/section/18/231/09703", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington publishes a statutory health care directive form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Washington State Legislature", "slug": "s10-wa-advance", "source_url": "https://apps.leg.wa.gov/rcw/default.aspx?cite=70.122.030", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington allows a notary or two qualified witnesses for a health care directive.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Washington State Legislature", "slug": "s10-wa-execution", "source_url": "https://apps.leg.wa.gov/rcw/default.aspx?cite=70.122.030", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Washington Department of Health refers to Portable Orders for Life Sustaining Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Washington State Department of Health", "slug": "s10-wa-polst", "source_url": "https://doh.wa.gov/public-health-provider-resources/emergency-medical-services-ems-and-trauma-care-system/portable-orders-life-sustaining-treatment-polst", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin publishes a Power of Attorney for Health Care form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s10-wi-advance", "source_url": "https://www.dhs.wisconsin.gov/forms/advdirectives/f00085.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin Department of Health Services publishes emergency DNR guidance.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s10-wi-dnr", "source_url": "https://www.dhs.wisconsin.gov/ems/dnr.htm", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin requires two qualified adult witnesses for its health care power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s10-wi-execution", "source_url": "https://www.dhs.wisconsin.gov/forms/advdirectives/f00085.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wisconsin publishes a statutory financial and property power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s10-wi-financial", "source_url": "https://www.dhs.wisconsin.gov/forms/advdirectives/f00036.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia publishes optional living will and medical power of attorney forms.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "West Virginia Legislature", "slug": "s10-wv-advance", "source_url": "https://code.wvlegislature.gov/16-30-4/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia requires two adult witnesses and notarized witness attestations for its written directives.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "West Virginia Legislature", "slug": "s10-wv-execution", "source_url": "https://code.wvlegislature.gov/16-30-4/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia publishes a statutory financial power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "West Virginia Legislature", "slug": "s10-wv-financial", "source_url": "https://code.wvlegislature.gov/39B-3-101/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia law provides for Portable Orders for Scope of Treatment.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "West Virginia Legislature", "slug": "s10-wv-post", "source_url": "https://code.wvlegislature.gov/email/16-30/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "West Virginia excludes specified relatives, agents, care interests and estate interests from serving as witnesses.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "West Virginia Legislature", "slug": "s10-wv-witness-limits", "source_url": "https://code.wvlegislature.gov/16-30-4/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming allows a notarial acknowledgment or two qualified witnesses for a health care power of attorney.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wyoming Legislature", "slug": "s10-wy-execution", "source_url": "https://wyoleg.gov/statutes/compress/title35.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming publishes a statutory financial power of attorney form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wyoming Legislature", "slug": "s10-wy-financial", "source_url": "https://wyoleg.gov/statutes/compress/title03.pdf", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Wyoming Department of Health publishes the WyoPOLST program.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/advance-directive-forms-by-state", "publisher": "Wyoming Department of Health", "slug": "s10-wy-polst", "source_url": "https://health.wyo.gov/aging/communityliving/polst/", "topic": "s10-group-c" }, { "checked_on": "2026-10-22", "claim": "Apple Legacy Contact access lasts three years from approval of the first Legacy Contact account request.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Apple", "slug": "s11-apple-access-duration", "source_url": "https://support.apple.com/en-us/102678", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Apple Legacy Contact access may include photos, messages, notes, files and device backups after death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Apple", "slug": "s11-apple-data-scope", "source_url": "https://support.apple.com/en-us/102631", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "An Apple Legacy Contact can request access on an Apple device or on the web with the access key and death certificate.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Apple", "slug": "s11-apple-request-route", "source_url": "https://support.apple.com/en-us/102678", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Apple verifies Legacy Contact requests before approving a special account for access to the deceased person's data.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Apple", "slug": "s11-apple-reviewed-access", "source_url": "https://support.apple.com/en-us/102678", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Facebook considers additional deceased-account content requests rarely and requires representative proof and a court order without guaranteeing release.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-additional-content", "source_url": "https://www.facebook.com/help/123355624495297", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Facebook's legacy-contact choice applies to the main profile and does not apply to additional profiles.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-main-profile", "source_url": "https://www.facebook.com/help/1568013990080948", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Facebook memorializes a deceased person's account after a valid request and does not provide another person's login information.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-memorial-request", "source_url": "https://www.facebook.com/help/150486848354038", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "A Facebook legacy contact may download shared content only if the account holder enabled that feature.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-optional-download", "source_url": "https://www.facebook.com/help/991335594313139?locale=en_GB", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Facebook's removal route accepts a death certificate or separate proof of authority and death from its listed documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-removal-documents", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Facebook's family removal process asks for documentation confirming the requester is an immediate family member or executor.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-facebook-removal-role", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Closing a deceased person's Google Account prevents a later request to turn over its contents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-closure-content-loss", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "An approved deceased-user data request needs a U.S. court order if Google LLC provided the account service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-data-court-condition", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Google may close a deceased person's account for family or representatives and may provide content in certain circumstances.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-death-routes", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Google asks for a professionally prepared certified and notarized English translation of documents that are not in English.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-document-translations", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Google does not provide passwords or other login details in its deceased-user request process.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-no-login-details", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Google's deceased-user data request asks for requester identification, the death certificate and additional documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-request-documents", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-23", "claim": "Google verifies the trusted contact using a mobile phone number for Inactive Account Manager data downloads.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Google", "slug": "s11-google-trusted-contact-phone", "source_url": "https://support.google.com/accounts/answer/3036546?hl=en", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "An Instagram legacy contact can update the profile picture and see and manage tags after memorialization.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-contact-capabilities", "source_url": "https://help.instagram.com/2936528529862624/", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Instagram accepts memorialization requests and lets immediate family request removal of a deceased person's profile.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-death-routes", "source_url": "https://help.instagram.com/264154560391256", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Instagram requires proof of death such as an obituary or news article to memorialize a profile.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-memorial-proof", "source_url": "https://help.instagram.com/264154560391256", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "An Instagram legacy contact needs the account holder's permission to download shared Instagram content and linked Threads content.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-optional-download", "source_url": "https://help.instagram.com/2936528529862624/", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Instagram's removal process lists birth records, death records or local-law representative authority among examples of family-status proof.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-removal-proof", "source_url": "https://help.instagram.com/264154560391256", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Instagram says people may see Accounts Center or Meta Account settings while accounts gradually move to Meta Accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Meta", "slug": "s11-instagram-settings-transition", "source_url": "https://help.instagram.com/1401340471077706/", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Microsoft responds to noncriminal subpoenas and court orders served on its registered agent in the requester's state or region.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Microsoft", "slug": "s11-microsoft-registered-agent", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Microsoft may refuse a personal email or cloud-content request even when it receives a subpoena or court order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Microsoft", "slug": "s11-microsoft-release-not-guaranteed", "source_url": "https://support.microsoft.com/en-us/accounts-billing/manage/accessing-outlook-com-onedrive-and-other-microsoft-services-when-someone-has-died", "topic": "s11-group-a" }, { "checked_on": "2026-10-22", "claim": "Amazon may need additional information to locate an account when its email address is unknown.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Amazon", "slug": "s11-amazon-additional-identification", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Amazon directs bereavement requests to its dedicated email route with proof of death and the linked email or phone number.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Amazon", "slug": "s11-amazon-bereavement-route", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Amazon limits account details and most actions to requests from the authorized estate manager.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Amazon", "slug": "s11-amazon-estate-authority", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Amazon can still assist with subscriptions, recurring deliveries and deactivation without all authorization documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Amazon", "slug": "s11-amazon-limited-support", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Amazon requires proof of death, estate authority, photo ID and linked account contact details to verify authority.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Amazon", "slug": "s11-amazon-verification-documents", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL directs billing requesters without proof of death to customer service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-billing-exception", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL requests a U.S.-issued proof of death to close an account.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-closure-documents", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL content requests require U.S.-issued proof of death, requester ID and a qualifying U.S. court order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-content-documents", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL may permit account access or ownership transfer only in very limited circumstances allowed by its policies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-limited-transfer", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL reviews closure, billing and conditional content requests without supplying passwords or login details.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-request-scope", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL limited account-transfer requests require proof of death, requester ID and specified digital-asset authority documents.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-transfer-documents", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AOL limits this deceased-account process to U.S. accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AOL", "slug": "s11-aol-us-only", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T may request account-identifying information and an accident report, proof of death or obituary.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-deceased-documents", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T offers transfer or cancellation routes and asks people without the wireless passcode to contact support.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-deceased-route", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T requires past-due payment before a line transfer, and its active installment plan transfers with the line.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-device-installment-conditions", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T secondary online users can co-manage an account with their own AT&T IDs.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-secondary-access", "source_url": "https://www.att.com/support/article/my-account/KM1040456/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T primary and secondary online users can manage plans, bills and billing-responsibility transfers.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-secondary-functions", "source_url": "https://www.att.com/support/article/my-account/KM1040456/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "AT&T adds secondary online users through account-profile Permissions.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "AT&T", "slug": "s11-att-secondary-permissions", "source_url": "https://www.att.com/support/article/my-account/KM1040456/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Bitwarden offers read access to the individual vault or permanent takeover according to the configured emergency-access level.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Bitwarden", "slug": "s11-bitwarden-emergency-levels", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Bitwarden requires a trusted contact to be added before the emergency and then to request access.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Bitwarden", "slug": "s11-bitwarden-emergency-setup", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Bitwarden requires premium access to add emergency contacts and excludes accounts under its Automatic confirmation policy.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Bitwarden", "slug": "s11-bitwarden-premium-scope", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Bitwarden emergency contacts may have free or premium accounts on the same server.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Bitwarden", "slug": "s11-bitwarden-same-server", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "A person with the prepared DASH file and its password can import the data into a Dashlane account.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Dashlane", "slug": "s11-dashlane-emergency-data", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Dashlane says the DASH file does not update automatically when account data changes.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Dashlane", "slug": "s11-dashlane-export-refresh", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Dashlane's previous emergency-contact feature belonged to its discontinued desktop app.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Dashlane", "slug": "s11-dashlane-old-feature", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Dashlane's emergency-sharing preparation uses an encrypted DASH file protected by an export password.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Dashlane", "slug": "s11-dashlane-prepared-export", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Dashlane says the DASH file and its password should be shared separately.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Dashlane", "slug": "s11-dashlane-separate-password", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Keeper lets each contact's emergency-access delay run up to three months, starting when the contact attempts to log in.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Keeper", "slug": "s11-keeper-configured-delay", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Keeper Emergency Access is available only for consumer accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Keeper", "slug": "s11-keeper-consumer-only", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "A Keeper emergency contact must establish sharing, accept emergency access and wait any configured delay.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Keeper", "slug": "s11-keeper-contact-workflow", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Keeper Emergency Access gives trusted people vault access for an emergency or death, with up to five designated contacts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Keeper", "slug": "s11-keeper-emergency-scope", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-23", "claim": "Keeper's consumer terms require emergency contacts to have their own paid accounts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Keeper", "slug": "s11-keeper-paid-contacts", "source_url": "https://www.keepersecurity.com/legal/terms-of-use/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "LastPass Emergency Access lets trusted LastPass users reach the vault immediately or after a chosen wait.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "LastPass", "slug": "s11-lastpass-emergency-access", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "LastPass requires invitation acceptance and an access request, with access granted if the owner does not deny it during the wait.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "LastPass", "slug": "s11-lastpass-request-process", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "1Password's Emergency Kit supports signing in to the account.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "1Password", "slug": "s11-onepassword-emergency-kit", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "1Password recommends another family organizer to help recover an account when the owner cannot sign in.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "1Password", "slug": "s11-onepassword-family-organizer", "source_url": "https://support.1password.com/family-recovery-plan/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "1Password cannot reset or recover account passwords or Secret Keys for the account holder.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "1Password", "slug": "s11-onepassword-provider-limit", "source_url": "https://support.1password.com/family-recovery-plan/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile lists the owner's name, mobile number and birth date, with proof of death only for Puerto Rico accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-deceased-details", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile begins deceased-account requests through its Cancel or Change Ownership form.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-deceased-form", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile offers closing a deceased person's account or transferring lines to an account in the requester's name.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-deceased-options", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile's online Authorized User role can manage the account and all lines.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-digital-authorized-user", "source_url": "https://www.t-mobile.com/support/account/set-online-permissions", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile distinguishes digital permissions from phone and store account authority.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-permission-scope", "source_url": "https://www.t-mobile.com/support/account/set-online-permissions", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "T-Mobile warns that a transfer or cancellation permanently deletes voicemails and greetings.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "T-Mobile", "slug": "s11-tmobile-voicemail-loss", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Verizon directs estate executors to customer service or a Verizon Company Store for account disconnection.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Verizon", "slug": "s11-verizon-executor-route", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Verizon can transfer a deceased owner's line after the executor supplies executorship paperwork.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Verizon", "slug": "s11-verizon-executor-transfer", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Verizon asks estate executors for verifying documents and identifying account information.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Verizon", "slug": "s11-verizon-executor-verification", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Only Verizon's Account Owner can assign an Account Manager, and prepaid accounts do not support that role.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Verizon", "slug": "s11-verizon-manager-role", "source_url": "https://www.verizon.com/support/assign-account-manager-roles-faqs/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Verizon says voicemails can be saved before a line is disconnected.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Verizon", "slug": "s11-verizon-save-voicemail", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo directs billing requesters without proof of death to customer service.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-billing-exception", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo requests a U.S.-issued proof of death to close an account.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-closure-documents", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo content requests require U.S.-issued proof of death, requester ID and a qualifying U.S. court order.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-content-documents", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo says its accounts remain nontransferable after the owner dies.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-nontransferable", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo reviews closure, billing and conditional content requests without supplying passwords or login details.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-request-scope", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-22", "claim": "Yahoo limits this deceased-account process to U.S. accounts.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/digital-access-planner", "publisher": "Yahoo", "slug": "s11-yahoo-us-only", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s11-group-b" }, { "checked_on": "2026-10-23", "claim": "Apple asks for the Apple Account being deleted and the legal documents required in the requester's country or region.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Apple", "slug": "s12-apple-deletion-country-requirements", "source_url": "https://support.apple.com/en-us/102431", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Apple's deceased-account process verifies legal documents, generally including a death certificate and sometimes a court order or other documents.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Apple", "slug": "s12-apple-deletion-documentation", "source_url": "https://support.apple.com/en-us/102431", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Apple links to a Digital Legacy request to delete a deceased person's Apple Account.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Apple", "slug": "s12-apple-deletion-route", "source_url": "https://support.apple.com/en-us/102431", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Apple's deceased-account deletion request requires the requester to have an Apple Account.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Apple", "slug": "s12-apple-requester-account", "source_url": "https://support.apple.com/en-us/102431", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Facebook asks that removal-request documents match the account and that unnecessary personal information be covered.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-facebook-removal-document-match", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Facebook's removal route asks for a death certificate or separate listed proof of authority and death.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-facebook-removal-documents", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Facebook's family removal process asks for documents confirming immediate-family or executor status.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-facebook-removal-role", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Facebook's deceased-family-member removal guidance links to a request after the required documentation is ready.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-facebook-removal-route", "source_url": "https://www.facebook.com/help/1518259735093203", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Google's deceased-account closure form asks for a scan of the death certificate.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-death-proof", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Google asks for certified and notarized professional English translations when closure-request documents are not in English.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-document-translation", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Google may work with immediate family members and representatives on deceased-account closure.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-family-scope", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Closing a deceased person's Google Account prevents a later request to turn over its contents.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-prevents-later-content", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Google's deceased-account closure form asks for the requester's government-issued ID or driver's license.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-requester-id", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Google's deceased-user troubleshooter provides an account closure request.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Google", "slug": "s12-google-closure-route", "source_url": "https://support.google.com/accounts/troubleshooter/6357590?hl=en", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Instagram's removal process lists birth records, death records or local-law representative authority among examples of family-status proof.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-instagram-removal-family-proof", "source_url": "https://help.instagram.com/264154560391256", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Instagram permits verified immediate family members to request removal of a deceased person's profile.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-instagram-removal-family-scope", "source_url": "https://help.instagram.com/264154560391256", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Instagram's deceased-profile removal guidance directs requesters to an online form.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Meta", "slug": "s12-instagram-removal-route", "source_url": "https://help.instagram.com/264154560391256", "topic": "s12-group-a" }, { "checked_on": "2026-10-23", "claim": "Amazon limits account details and most account actions to requests from the authorized estate manager.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Amazon", "slug": "s12-amazon-authority-limit", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Amazon directs bereavement support requests to bereavement-support-cs@amazon.com.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Amazon", "slug": "s12-amazon-bereavement-email", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Amazon can assist with ending subscriptions, stopping recurring deliveries and deactivating an account without all authorization documents.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Amazon", "slug": "s12-amazon-limited-assistance", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Amazon asks bereavement support requesters to include a death certificate and the account-linked email or phone number.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Amazon", "slug": "s12-amazon-support-documents", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Amazon asks for a death certificate, estate authorization, photo ID and linked contact details when verifying an estate representative.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Amazon", "slug": "s12-amazon-verification-documents", "source_url": "https://www.amazon.com/gp/help/customer/display.html?nodeId=TzcJJiVFnIi3pG2yDA", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL provides a separate form for suspending or canceling billing and premium services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-billing-route", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL asks for a U.S.-issued death certificate for the account closure request.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-closure-proof", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL provides a form to request closure after an account holder dies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-closure-route", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL content requests require a U.S.-issued death certificate, requester ID and a U.S. court order meeting its requirements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-content-documents", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL considers access or ownership transfer only in very limited circumstances allowed by its policies and terms.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-limited-transfer", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL does not provide passwords or login details and reviews requests before deciding.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-no-login", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL limited-access or transfer requests require a U.S.-issued death certificate, requester ID and one specified authority document.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-transfer-documents", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AOL limits this deceased-account process to U.S. accounts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AOL", "slug": "s12-aol-us-scope", "source_url": "https://help.aol.com/articles/options-available-if-an-account-owner-passes-away", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AT&T directs death-related account cancellation requests to chat when available or 800.331.0500.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AT&T", "slug": "s12-att-closure-route", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AT&T says keeping an installment-plan device before canceling its line requires paying off that plan.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AT&T", "slug": "s12-att-device-conditions", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AT&T requires payment of any past-due balance before transferring a line and says its installment plan transfers with it.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AT&T", "slug": "s12-att-transfer-conditions", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AT&T directs people without the wireless account passcode to chat or call and may require retail-store verification.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AT&T", "slug": "s12-att-unknown-passcode", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "AT&T lists an accident report, a death certificate or an obituary among its possible verification documents.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "AT&T", "slug": "s12-att-verification-proof", "source_url": "https://www.att.com/support/article/wireless/KM1113355/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "T-Mobile publishes a mail fallback in Albuquerque for people unable to submit online.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "T-Mobile", "slug": "s12-t-mobile-mail-fallback", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "T-Mobile directs families to complete its Cancel or Change Ownership form.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "T-Mobile", "slug": "s12-t-mobile-request-form", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "T-Mobile allows a deceased-account request to seek closure, transfer of lines or a combination.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "T-Mobile", "slug": "s12-t-mobile-request-options", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "T-Mobile asks for the account owner name, mobile number and birth date, with a death certificate listed for Puerto Rico accounts only.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "T-Mobile", "slug": "s12-t-mobile-requested-details", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "T-Mobile asks families to save voicemail and greetings before transfers or cancellations permanently delete them.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "T-Mobile", "slug": "s12-t-mobile-voicemail-deletion", "source_url": "https://www.t-mobile.com/support/account/cancel-an-account-of-a-deceased-family-member", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Verizon directs estate executors seeking disconnection to call 800-922-0204 or visit a Verizon Company Store.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Verizon", "slug": "s12-verizon-executor-route", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Verizon requires executorship paperwork for an estate executor to transfer a line.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Verizon", "slug": "s12-verizon-executor-transfer", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Verizon may ask a caller to upload a death certificate using its executor transfer or disconnect form.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Verizon", "slug": "s12-verizon-phone-verification", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Verizon says voicemail can be saved before disconnecting a line.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Verizon", "slug": "s12-verizon-save-voicemail", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Verizon asks estate executors visiting a Company Store to bring verification papers and excludes authorized retailers from this request.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Verizon", "slug": "s12-verizon-store-verification", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo provides a separate form for suspending or canceling billing and premium services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-billing-route", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo asks for a U.S.-issued death certificate for the account closure request.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-closure-proof", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo provides a form to request closure after an account holder dies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-closure-route", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo content requests require a U.S.-issued death certificate, requester ID and a U.S. court order meeting its requirements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-content-documents", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo does not provide passwords or login details and says its accounts remain nontransferable.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-no-login", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Yahoo limits this deceased-account process to U.S. accounts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/account-closure-letters", "publisher": "Yahoo", "slug": "s12-yahoo-us-scope", "source_url": "https://help.yahoo.com/kb/account/options-yahoo-account-owner-passes-sln2021.html", "topic": "s12-group-b" }, { "checked_on": "2026-10-23", "claim": "Each bankruptcy court controls its own unclaimed fund search information and claim procedures.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Courts", "slug": "s16-court-local-claim-procedures", "source_url": "https://ucf.uscourts.gov/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The Labor Department retirement database requires Login.gov identity verification.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Labor", "slug": "s16-dol-retirement-identity", "source_url": "https://www.askebsa.dol.gov/WebIntake/home.aspx/optout", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Only the person searching for their own potential benefits can search the Labor Department retirement database.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Labor", "slug": "s16-dol-retirement-own-search", "source_url": "https://www.askebsa.dol.gov/WebIntake/home.aspx/optout", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "A Labor Department retirement database result does not establish that benefits remain payable.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Labor", "slug": "s16-dol-retirement-results", "source_url": "https://www.askebsa.dol.gov/WebIntake/home.aspx/optout", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Workers Owed Wages searches for back wages already collected by the Labor Department.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Labor", "slug": "s16-dol-wages-search", "source_url": "https://webapps.dol.gov/wow/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The Wage and Hour Division sends back wages to the Treasury after three years if it cannot find the worker.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Labor", "slug": "s16-dol-wages-three-years", "source_url": "https://webapps.dol.gov/wow/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "FDIC directs unclaimed funds claimants to its Failed Bank Customer Service Center.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Federal Deposit Insurance Corporation", "slug": "s16-fdic-claim-route", "source_url": "https://closedbanks.fdic.gov/funds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "FDIC handles specified unclaimed deposits and distributions from liquidated failed insured banks and savings associations.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Federal Deposit Insurance Corporation", "slug": "s16-fdic-failed-bank-funds", "source_url": "https://closedbanks.fdic.gov/funds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "FDIC explains that unclaimed deposit accounts from failed banks must transfer to the state after 18 months.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Federal Deposit Insurance Corporation", "slug": "s16-fdic-state-transfer", "source_url": "https://www.fdic.gov/consumer-resource-center/2020-12/how-find-long-lost-bank-account-or-safe-deposit-box", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Someone who had an FHA-insured mortgage may be eligible for a HUD refund.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Housing and Urban Development", "slug": "s16-hud-fha-refund", "source_url": "https://entp.hud.gov/dsrs/refunds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "HUD publishes an access restriction covering specified owners or authorized agents and recent HUD form recipients.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Housing and Urban Development", "slug": "s16-hud-refund-access-limits", "source_url": "https://entp.hud.gov/dsrs/refunds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "HUD says to call its refund number if a name is found or someone believes a missing name should have a refund.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Housing and Urban Development", "slug": "s16-hud-refund-contact", "source_url": "https://entp.hud.gov/dsrs/refunds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Interior asks a person who finds their name to contact the office about claiming the account.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Interior", "slug": "s16-iim-contact-after-match", "source_url": "https://www.doi.gov/ost/search-unclaimed-accounts", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Interior offers an unclaimed account search by name, Tribe or both.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Interior", "slug": "s16-iim-search", "source_url": "https://www.doi.gov/ost/search-unclaimed-accounts", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The IRS refund tracker can be used without signing in with details from the filed tax return.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Internal Revenue Service", "slug": "s16-irs-refund-information", "source_url": "https://www.irs.gov/refunds", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "A participating insurer contacts the beneficiary directly when the NAIC locator finds a policy.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Association of Insurance Commissioners", "slug": "s16-naic-insurer-contact", "source_url": "https://content.naic.org/article/learn-how-use-naic-life-insurance-policy-locator", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "NCUA says late unclaimed shares become uninsured after its 18-month insurance period and payment can depend on available funds.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Credit Union Administration", "slug": "s16-ncua-insurance-period", "source_url": "https://ncua.gov/support-services/conservatorships-liquidations/unclaimed-deposits", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "NCUA handles share accounts of members of liquidated federally insured credit unions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Credit Union Administration", "slug": "s16-ncua-liquidated-shares", "source_url": "https://ncua.gov/support-services/conservatorships-liquidations/unclaimed-deposits", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "NCUA requires its member verification step to confirm a listed person.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "National Credit Union Administration", "slug": "s16-ncua-member-verification", "source_url": "https://ncua.gov/support-services/conservatorships-liquidations/unclaimed-deposits", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "A PBGC match is only the first step in confirming a possible benefit and requires more identifying checks.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Pension Benefit Guaranty Corporation", "slug": "s16-pbgc-match-limits", "source_url": "https://www.pbgc.gov/workers-retirees/find-unclaimed-retirement-benefits/search-unclaimed", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The SEC lists certain enforcement cases in which it may distribute recovered funds to harmed investors.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Securities and Exchange Commission", "slug": "s16-sec-distribution-cases", "source_url": "https://www.sec.gov/enforcement-litigation/distributions-harmed-investors", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The SEC distributions list excludes cases in which a receiver distributes the funds.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Securities and Exchange Commission", "slug": "s16-sec-receiver-exclusion", "source_url": "https://www.sec.gov/enforcement-litigation/distributions-harmed-investors", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Treasury directs suspected lost, stolen or destroyed savings bond claims to its savings bond forms guidance.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Treasury", "slug": "s16-treasury-current-claim-route", "source_url": "https://www.treasurydirect.gov/savings-bonds/treasury-hunt/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Treasury requires FS Form 1048 to request replacement or payment for a lost EE or I savings bond.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Treasury", "slug": "s16-treasury-ee-i-form", "source_url": "https://www.treasurydirect.gov/savings-bonds/manage-bonds/lost-stolen-destroyed-ee-or-i-bonds/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Treasury says a missing federal payment must be pursued through the agency that ordered the payment.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of the Treasury", "slug": "s16-treasury-missing-payments", "source_url": "https://www.treasurydirect.gov/help-center/unclaimed-money-and-assets-faqs/", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The Bureau of Trust Funds Administration manages Individual Indian Money accounts for Native American and Alaska Native beneficiaries.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "USAGov", "slug": "s16-usagov-iim-accounts", "source_url": "https://www.usa.gov/unclaimed-money", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "USA.gov says a legal heir may be able to claim unclaimed money owed to a deceased relative.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "USAGov", "slug": "s16-usagov-legal-heirs", "source_url": "https://www.usa.gov/unclaimed-money", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "USA.gov explains that there is no single place to search for all unclaimed money.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "USAGov", "slug": "s16-usagov-separate-searches", "source_url": "https://www.usa.gov/unclaimed-money", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "USA.gov says to check the unclaimed property offices of other states where you have lived.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "USAGov", "slug": "s16-usagov-states-lived", "source_url": "https://www.usa.gov/unclaimed-money", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "The VA unclaimed funds search excludes SGLI and VGLI policies from 1965 onward.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Veterans Affairs", "slug": "s16-va-insurance-exclusions", "source_url": "https://insurance.va.gov/UnclaimedFunds/Search", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "A VA search result with the same name can belong to someone else and needs identifying checks before release.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Veterans Affairs", "slug": "s16-va-insurance-match", "source_url": "https://insurance.va.gov/UnclaimedFunds/Search", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "VA unclaimed insurance funds may be owed to current or former policyholders or their beneficiaries.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "U.S. Department of Veterans Affairs", "slug": "s16-va-insurance-scope", "source_url": "https://insurance.va.gov/UnclaimedFunds/Search", "topic": "s16-federal-money" }, { "checked_on": "2026-10-23", "claim": "Alaska publishes claim guidance that limits filing to an owner, heir or court-appointed representative.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Alaska Unclaimed Property Program", "slug": "s16-alaska-deceased-route", "source_url": "https://unclaimedproperty.alaska.gov/app/faq-claim", "topic": "s16-state-claim-routes" }, { "checked_on": "2026-10-23", "claim": "Delaware publishes a claim FAQ section for heirs and estate representatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Delaware Office of Unclaimed Property", "slug": "s16-delaware-deceased-route", "source_url": "https://unclaimedproperty.delaware.gov/app/faq-claim", "topic": "s16-state-claim-routes" }, { "checked_on": "2026-10-23", "claim": "Hawaii links deceased-owner claim instructions for people filing as an heir.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Hawaii Department of Budget and Finance", "slug": "s16-hawaii-deceased-route", "source_url": "https://budget.hawaii.gov/finance/unclaimedproperty/owner-information/", "topic": "s16-state-claim-routes" }, { "checked_on": "2026-10-23", "claim": "Wyoming discusses deceased claims in its FAQ and directs claimants to their emailed form for a document checklist.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Wyoming State Treasurer's Office", "slug": "s16-wyoming-deceased-route", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "s16-state-claim-routes" }, { "checked_on": "2026-10-23", "claim": "NordPass documents Emergency Access on desktop, Android and Web Vault, including access granted to Free users.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "NordPass", "slug": "s18-nordpass-emergency-platforms-free-contact", "source_url": "https://support.nordpass.com/hc/en-us/articles/5691777958929-How-to-give-Emergency-Access-in-NordPass", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "NordPass requires an individual Premium or Family subscription to give Emergency Access.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "NordPass", "slug": "s18-nordpass-emergency-premium-family", "source_url": "https://support.nordpass.com/hc/en-us/articles/5691777958929-How-to-give-Emergency-Access-in-NordPass", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "A NordPass emergency contact must have a NordPass account at the nominated email address.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "NordPass", "slug": "s18-nordpass-emergency-recipient-account", "source_url": "https://support.nordpass.com/hc/en-us/articles/5691777958929-How-to-give-Emergency-Access-in-NordPass", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "NordPass automatically grants requested Emergency Access after seven days without an owner response.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "NordPass", "slug": "s18-nordpass-emergency-seven-days", "source_url": "https://support.nordpass.com/hc/en-us/articles/5691777958929-How-to-give-Emergency-Access-in-NordPass", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "NordPass Emergency Access lets an invited contact request and view passwords and notes.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "NordPass", "slug": "s18-nordpass-emergency-view", "source_url": "https://support.nordpass.com/hc/en-us/articles/5691777958929-How-to-give-Emergency-Access-in-NordPass", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager completes emergency setup after the contact accepts the invitation.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-accepted-invitation", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager Emergency Access lets an owner pre-designate someone for an emergency.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-emergency", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager supports multiple emergency contacts with separate selected items.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-multiple-contacts", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "A CyberFOX Password Manager owner can set an optional waiting period that must expire before contact access.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-optional-wait", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager requires the owner and emergency contact to have accounts.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-recipient-account", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager can grant emergency access to the entire account or selected items.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-selected-items", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354367-Emergency-Access-overview", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX Password Manager WebApp emergency setup keeps the contact permission on Read.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-current-webapp-read", "source_url": "https://support.cyberfox.com/en_US/115000434008-Emergency-Access/115001354387-Setting-up-Emergency-Access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "CyberFOX labels its older Password Boss emergency overview as Legacy documentation.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "CyberFOX", "slug": "s18-password-boss-separate-legacy-doc", "source_url": "https://support.cyberfox.com/en_US/emergency-access-overview-legacy", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton Emergency Access lets an owner name up to five contacts for illness, death or another emergency.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-account-contacts", "source_url": "https://proton.me/support/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton says granted emergency contacts can access Proton data including emails, passwords and files.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-data-announcement", "source_url": "https://proton.me/blog/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton notifies the owner of an Emergency Access request so the owner can deny it.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-owner-denial", "source_url": "https://proton.me/support/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton Emergency Access requires a paid plan and Proton Mail addresses for the owner and contact.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-paid-mail-addresses", "source_url": "https://proton.me/support/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "A Proton contact can request account access that is automatically granted after the chosen waiting period.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-request-release", "source_url": "https://proton.me/support/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton publishes Emergency Access waits of one, two, three, seven, fourteen or thirty days.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-emergency-wait-options", "source_url": "https://proton.me/support/emergency-access", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Proton Pass can require an extra password in addition to the Proton Account password when signing in.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Proton", "slug": "s18-proton-pass-extra-password", "source_url": "https://proton.me/support/pass-extra-password", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "RoboForm emergency contacts can access all owner data and choose which items to download.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s18-roboform-emergency-all-data", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "RoboForm allows Emergency Access timeouts from immediate access through thirty days.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "RoboForm", "slug": "s18-roboform-emergency-wait-range", "source_url": "https://help.roboform.com/hc/en-us/articles/115005664827-What-is-Emergency-Access-and-how-does-it-work", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password allows as many emergency contacts as the owner wants, all with the same selected Web Accounts.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-contact-count", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password also offers an express-approval option that does not grant automatic emergency access.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-express-approval", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password offers Emergency Access to logins and passwords for family, friends or colleagues.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-feature", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password can grant emergency access immediately after a contact requests it.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-immediate-option", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password owners need Premium with cloud synchronization, while contacts can use Premium or Free.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-premium-cloud", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password emergency access covers selected Web Accounts and excludes accounts already shared with Sharing Contacts.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-selected-web-accounts", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "A granted Sticky Password emergency contact can view and download the selected logins and passwords until removed.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-view-download", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Sticky Password publishes waits of one, two, three, seven, fourteen, thirty or sixty days after a request.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Sticky Password", "slug": "s18-sticky-emergency-wait-options", "source_url": "https://www.stickypassword.com/help/emergency-access-165", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Zoho Vault super admins can end emergency access and remove a contact if the stated reason is invalid.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-admin-termination", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "A new Zoho Vault emergency contact must wait twenty-four hours after being added before declaring an emergency.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-contact-activation", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Zoho Vault names its business feature Emergency Access or Break-Glass Account.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-enterprise-scope", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Zoho Vault notifies all organization users when an emergency is declared and limits password viewing to the configured period.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-notification", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Zoho Vault Emergency Access is available in Professional and Enterprise editions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-professional-enterprise", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Zoho Vault administrators set a time limit for an emergency contact session.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Zoho", "slug": "s18-zoho-emergency-session-validity", "source_url": "https://help.zoho.com/portal/en/kb/vault/admin-guide/ip-and-geolocation-restrictions/articles/vault-emergency-access-break-glass-account", "topic": "s18-added-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden requires the inviting user to confirm an accepted emergency contact before access requests can begin.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-confirm", "source_url": "https://bitwarden.com/help/add-and-manage-trusted-emergency-contacts/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "A Bitwarden emergency contact may use a free or premium account on the same server.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-contact-account", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden places no limit on the number of trusted emergency contacts a premium user can have.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-contacts", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden Emergency Access lets trusted emergency contacts request access to a vault.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-feature", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Existing Bitwarden emergency contacts can still obtain access after premium features are cancelled, although the owner cannot add or edit contacts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-lapse", "source_url": "https://bitwarden.com/help/add-and-manage-trusted-emergency-contacts/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Adding a Bitwarden emergency contact requires premium access and is unavailable under the Automatic confirmation policy.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-plan", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden Takeover creates a new master password for permanent vault read and write access and removes existing two-step login methods.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-takeover", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden View access includes all individual-vault items, including login passwords and attachments.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-view", "source_url": "https://bitwarden.com/help/emergency-access/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Bitwarden lets the owner approve or deny a request and otherwise grants access after the configured wait of at least one day.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Bitwarden", "slug": "s18-existing-bitwarden-wait", "source_url": "https://bitwarden.com/help/add-and-manage-trusted-emergency-contacts/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "A Dashlane DASH export does not update automatically when the owner changes vault data.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Dashlane", "slug": "s18-existing-dashlane-export-refresh", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Dashlane labels its trusted-person emergency export guidance as applying to all plans.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Dashlane", "slug": "s18-existing-dashlane-guidance-all-plans", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Dashlane describes an encrypted DASH-file export that a contact can import after receiving both the file and its password.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Dashlane", "slug": "s18-existing-dashlane-prepared-export", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Dashlane says its previous emergency contact feature belonged to the desktop app it no longer offers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Dashlane", "slug": "s18-existing-dashlane-retired-feature", "source_url": "https://support.dashlane.com/hc/en-us/articles/4407179219986-Share-your-data-with-a-trusted-person", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Keeper Emergency Access is available only for consumer accounts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Keeper", "slug": "s18-existing-keeper-consumer", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "A Keeper contact must accept emergency access before using Login after any enabled delay.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Keeper", "slug": "s18-existing-keeper-contact-workflow", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Keeper Emergency Access allows up to five contacts to access the vault after an emergency or loss of life.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Keeper", "slug": "s18-existing-keeper-feature-contacts", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Keeper lets the owner select an optional Delay Access duration for each emergency contact.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Keeper", "slug": "s18-existing-keeper-optional-delay", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Keeper permits an access delay of up to three months per contact, starting when the contact attempts to log in.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Keeper", "slug": "s18-existing-keeper-wait", "source_url": "https://docs.keeper.io/user-guides/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "The person receiving LastPass emergency access logs in to their own LastPass account and accepts the invitation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LastPass", "slug": "s18-existing-lastpass-acceptance", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "LastPass says an approved emergency contact can access passwords, accounts and secure notes after the waiting period.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LastPass", "slug": "s18-existing-lastpass-access", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "LastPass Emergency Access allows a trusted LastPass user to access the vault immediately or after an owner-defined wait.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LastPass", "slug": "s18-existing-lastpass-feature-wait", "source_url": "https://www.lastpass.com/features/emergency-access", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "The 1Password Emergency Kit is a PDF with account details and a place for the account password.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-description", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "1Password tells users to consider how a loved one would access their account in an emergency when preparing the Emergency Kit.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-emergency-purpose", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "An administrator may disable 1Password Emergency Kits, and users unlocking with SSO cannot save one.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-restrictions", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "1Password describes the prepared Emergency Kit as containing the information needed to sign in to the account.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-signin", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "1Password recommends giving a copy of the Emergency Kit to a trusted person, such as a spouse or someone in the user's will.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-trusted-copy", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "1Password publishes a separate two-factor-authentication preparation step for its Emergency Kit.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-kit-two-factor-context", "source_url": "https://support.1password.com/emergency-kit/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "1Password family recovery guidance recommends another family organizer to help if the user cannot sign in.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "1Password", "slug": "s18-existing-onepassword-recovery-route", "source_url": "https://support.1password.com/family-recovery-plan/", "topic": "s18-existing-managers" }, { "checked_on": "2026-10-23", "claim": "Intuitive Password lists Emergency access in the free Basic Edition.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Intuitive Password", "slug": "s18-intuitive-basic", "source_url": "https://www.intuitivepassword.com/en/Products/Personal", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Intuitive Password offers Emergency Access for trusted people in an emergency or after death.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Intuitive Password", "slug": "s18-intuitive-emergency", "source_url": "https://www.intuitivepassword.com/en/UserManual/EmergencyAccess", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Intuitive Password Emergency Access shows all stored password items without permission to edit or delete them.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Intuitive Password", "slug": "s18-intuitive-read-only", "source_url": "https://www.intuitivepassword.com/en/UserManual/EmergencyAccess", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Intuitive Password describes Emergency Access as temporary viewing rather than account recovery.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Intuitive Password", "slug": "s18-intuitive-temporary-view", "source_url": "https://www.intuitivepassword.com/en/UserManual/EmergencyAccess", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Each Intuitive Password Emergency Access activation lasts two hours.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "Intuitive Password", "slug": "s18-intuitive-two-hour-session", "source_url": "https://www.intuitivepassword.com/en/UserManual/EmergencyAccess", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "A KeePass emergency sheet contains the information needed to open the database and can be stored for trusted people.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePass", "slug": "s18-keepass-emergency-sheet", "source_url": "https://keepass.info/help/kb/faq.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePass leaves the emergency sheet master password field blank for the owner to fill in manually.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePass", "slug": "s18-keepass-manual-secret-fields", "source_url": "https://keepass.info/help/kb/faq.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePass 2.x includes a built-in printable emergency sheet.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePass", "slug": "s18-keepass-two-print-sheet", "source_url": "https://keepass.info/help/kb/faq.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePassXC HTML export omits attachments and some custom data fields.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePassXC", "slug": "s18-keepassxc-export-omissions", "source_url": "https://keepassxc.org/docs/KeePassXC_UserGuide", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePassXC documents HTML export as a human-readable paper backup feature.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePassXC", "slug": "s18-keepassxc-html-paper", "source_url": "https://keepassxc.org/docs/KeePassXC_UserGuide", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePassXC advises destroying old paper backups.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePassXC", "slug": "s18-keepassxc-old-paper", "source_url": "https://keepassxc.org/blog/2020-10-03-paper-backup/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePassXC explains paper backups as one way a spouse could receive needed data after the owner dies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePassXC", "slug": "s18-keepassxc-spouse-purpose", "source_url": "https://keepassxc.org/blog/2020-10-03-paper-backup/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "KeePassXC warns that exporting the database stores passwords and sensitive information in an unencrypted format.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "KeePassXC", "slug": "s18-keepassxc-unencrypted", "source_url": "https://keepassxc.org/docs/KeePassXC_UserGuide", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce Password Beneficiary lets an owner designate people and determine when they receive access.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-beneficiary", "source_url": "https://logmeonce.com/password-manager/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce Family lists Account & Apps Beneficiary and Emergency Access.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-family", "source_url": "https://logmeonce.com/password-manager/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce Emergency Access with Photo requires owner approval and can provide access for up to 24 hours.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-photo-approval", "source_url": "https://logmeonce.com/password-manager/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce Professional lists Emergency Access and Account & Apps Beneficiary.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-professional", "source_url": "https://logmeonce.com/password-manager/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce documents Emergency Access for sharing a selected password with a beneficiary.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-selected-password", "source_url": "https://support.logmeonce.com/hc/en-us/articles/360002580014-LogMeOnce-browser-extension-overview", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "LogMeOnce Ultimate includes Professional features and adds Advanced Beneficiary and Emergency Access with Photo.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "LogMeOnce", "slug": "s18-logmeonce-ultimate", "source_url": "https://logmeonce.com/password-manager/", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Safe emergency access depends on the prepared card and access to an already configured device or the owner cloud account.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "SafeInCloud SAS", "slug": "s18-safe-access-dependencies", "source_url": "https://kb.safe-in-cloud.com/en/features-advanced/emergency-access.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Safe emergency cards do not update automatically after the owner changes the master password or cloud location.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "SafeInCloud SAS", "slug": "s18-safe-card-snapshot", "source_url": "https://kb.safe-in-cloud.com/en/features-advanced/emergency-access.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Safe says the documented emergency-card access paths require no signup or purchase.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "SafeInCloud SAS", "slug": "s18-safe-free-access-paths", "source_url": "https://kb.safe-in-cloud.com/en/features-advanced/emergency-access.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Safe describes a prepared emergency access card for reaching a chosen person's passwords if something happens to them.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "SafeInCloud SAS", "slug": "s18-safe-manual-emergency-card", "source_url": "https://kb.safe-in-cloud.com/en/features-advanced/emergency-access.html", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic shares only files and passwords the owner assigns to beneficiaries.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-assigned-only", "source_url": "https://help.securesafe.com/faq-data-inheritance-beneficiaries-access", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic lets the owner choose a blocking period before data transfer and stop the process by logging in.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-blocking", "source_url": "https://help.securesafe.com/securesafe-settings-data-inheritance", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic beneficiaries download designated data from a separate safe rather than accessing the owner account.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-download", "source_url": "https://help.securesafe.com/faq-data-inheritance-access-to-my-account", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe says Classic remains fully functional until the account expiration date.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-expiration", "source_url": "https://help.securesafe.com/moving-from-securesafe-classic-to-securesafe-next", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic inheritance cannot be initiated on an expired subscription without contacting the provider.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-expired", "source_url": "https://help.securesafe.com/faq-data-inheritance-subscription-has-expired", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic Data Inheritance provides access to designated digital documents and login information after death.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-feature", "source_url": "https://help.securesafe.com/faq-what-is-data-inheritance", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe Classic beneficiaries have a 90-day download window after the blocking period.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-classic-ninety-days", "source_url": "https://help.securesafe.com/faq-data-inheritance-timeframe-for-beneficiaries", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "SecureSafe says data inheritance is not available in its new app.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/password-manager-emergency-access", "publisher": "DSwiss AG", "slug": "s18-securesafe-next-unavailable", "source_url": "https://help.securesafe.com/securesafe-file-upcoming-development", "topic": "s18-other-managers" }, { "checked_on": "2026-10-23", "claim": "Alabama Ala. Code § 43-8-42 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alabama Legislature", "slug": "s19-al-heirs", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-8-42", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Alabama Ala. Code § 43-8-40 states intestate property and summary distribution scope subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alabama Legislature", "slug": "s19-al-scope", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-8-40", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Alabama Ala. Code § 43-8-41 states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alabama Legislature", "slug": "s19-al-spouse", "source_url": "https://alison.legislature.state.al.us/code-of-alabama", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Alabama Ala. Code § 43-8-43 states five-day survival condition subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alabama Legislature", "slug": "s19-al-survival", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-8-43", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Arizona A.R.S. § 14-2103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Arizona State Legislature", "slug": "s19-az-heirs", "source_url": "https://www.azleg.gov/ars/14/02103.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Arizona A.R.S. § 14-2101 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Arizona State Legislature", "slug": "s19-az-scope", "source_url": "https://www.azleg.gov/ars/14/02101.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Arizona A.R.S. § 14-2102 states surviving spouse and community property share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Arizona State Legislature", "slug": "s19-az-spouse", "source_url": "https://www.azleg.gov/ars/14/02102.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 100 states community property ownership at death subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-community", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=100.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 6402 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-heirs", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=6402.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 101 states quasi-community property ownership at death subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-quasi-community", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=101.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 6400 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-scope", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=6400.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 6402.5 states property attributable to a predeceased spouse subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-special", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=6402.5.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "California Cal. Prob. Code § 6401 states surviving spouse share by property type subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "California Legislative Information", "slug": "s19-ca-spouse", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=6401.", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado C.R.S. § 15-11-102.5 states designated beneficiary agreement exception subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s19-co-designated-beneficiary", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado C.R.S. § 15-11-103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s19-co-heirs", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado C.R.S. § 15-11-101 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s19-co-scope", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado C.R.S. § 15-11-102 states surviving spouse share and required cost-of-living adjustment subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s19-co-spouse", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Connecticut Conn. Gen. Stat. § 45a-438 states children and descendants share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Connecticut General Assembly", "slug": "s19-ct-children", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Connecticut Conn. Gen. Stat. § 45a-439 states parents siblings and more remote relatives subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Connecticut General Assembly", "slug": "s19-ct-heirs", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Connecticut Conn. Gen. Stat. § 45a-437 states surviving spouse share and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Connecticut General Assembly", "slug": "s19-ct-spouse", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Connecticut Conn. Gen. Stat. § 45a-436(g) states surviving spouse abandonment exception subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Connecticut General Assembly", "slug": "s19-ct-spouse-abandonment", "source_url": "https://www.cga.ct.gov/current/pub/chap_802b.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-305 states distribution of surplus after payment to surviving spouse or surviving domestic partner subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-305", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-306 states children to share equally subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-306", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-307 states grandchildren’s share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-307", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-308 states share of father and mother subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-308", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-309 states share of brother or sister or their descendants subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-309", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-310 states brothers and sisters to share equally subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-310", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-311 states share of collateral relations subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-relatives-311", "source_url": "https://code.dccouncil.gov/us/dc/council/code/titles/19/chapters/3/index.full.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-301 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-scope", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/19-301", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "District of Columbia D.C. Code § 19-302 states spouse or domestic partner share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Council of the District of Columbia", "slug": "s19-dc-spouse", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/19-302", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Delaware 12 Del. C. § 503 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Delaware General Assembly", "slug": "s19-de-heirs", "source_url": "https://delcode.delaware.gov/title12/c005/index.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Delaware 12 Del. C. § 501 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Delaware General Assembly", "slug": "s19-de-scope", "source_url": "https://delcode.delaware.gov/title12/c005/index.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Delaware 12 Del. C. § 502 states personal estate share and real estate life estate subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Delaware General Assembly", "slug": "s19-de-spouse", "source_url": "https://delcode.delaware.gov/title12/c005/index.html", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida Fla. Stat. § 732.402 states exempt property and intestate estate exclusions subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-exempt", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.402", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida Fla. Stat. § 732.103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-heirs", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.103", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida states homestead inheritance and election conditions in the quoted provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-homestead", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.401", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida states the quoted homestead expense, disclaimer and ownership limitations.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-homestead-other-conditions", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.401", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida Fla. Stat. § 732.101 states intestate property and partial intestacy subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-scope", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.101", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida Fla. Stat. § 732.102 states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Florida Senate", "slug": "s19-fl-spouse", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/732.102", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Hawaii Haw. Rev. Stat. § 560:2-103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Hawaii State Legislature", "slug": "s19-hi-heirs", "source_url": "https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0560/HRS_0560-0002-0103.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Hawaii Haw. Rev. Stat. § 560:2-102 states spouse or reciprocal beneficiary share subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Hawaii State Legislature", "slug": "s19-hi-spouse", "source_url": "https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0560/HRS_0560-0002-0102.htm", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa Iowa Code § 633.219 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Iowa Legislature", "slug": "s19-ia-heirs", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.219.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa Iowa Code § 633.210 states intestate succession scope subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Iowa Legislature", "slug": "s19-ia-scope", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.210.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa Iowa Code § 633.212 states spouse share with other issue subject to the quoted conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Iowa Legislature", "slug": "s19-ia-spouse-other", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.212.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa Iowa Code § 633.211 states spouse share with no issue or only shared issue subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Iowa Legislature", "slug": "s19-ia-spouse-shared", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.211.pdf", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas K.S.A. 59-506 states children and descendants share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kansas Legislature", "slug": "s19-ks-descendants", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_005_0000_article/059_005_0006_section/059_005_0006_k/", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas K.S.A. 59-507 states parents share and adoption condition subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kansas Legislature", "slug": "s19-ks-parents", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_005_0000_article/059_005_0007_section/059_005_0007_k/", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas K.S.A. 59-502 states intestate resident property scope subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kansas Legislature", "slug": "s19-ks-scope", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_005_0000_article/059_005_0002_section/059_005_0002_k/", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas K.S.A. 59-508 states heirs through parents subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kansas Legislature", "slug": "s19-ks-siblings", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_005_0000_article/059_005_0008_section/059_005_0008_k/", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas K.S.A. 59-504 states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kansas Legislature", "slug": "s19-ks-spouse", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_005_0000_article/059_005_0004_section/059_005_0004_k/", "topic": "s19-group-a" }, { "checked_on": "2026-10-23", "claim": "Kentucky publishes the quoted current amendment rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kentucky General Assembly", "slug": "s19-ky-current-amendment", "source_url": "https://apps.legislature.ky.gov/law/Statutes/statute.aspx?id=57665", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Kentucky publishes the quoted personal property and exemption rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kentucky General Assembly", "slug": "s19-ky-personal-property", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=49987", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Kentucky publishes the quoted real property scope rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kentucky General Assembly", "slug": "s19-ky-real-property-scope", "source_url": "https://apps.legislature.ky.gov/law/Statutes/statute.aspx?id=57665", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Kentucky publishes the quoted descendants and other relatives rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kentucky General Assembly", "slug": "s19-ky-relatives", "source_url": "https://apps.legislature.ky.gov/law/Statutes/statute.aspx?id=57665", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Kentucky publishes the quoted surviving spouse shares rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Kentucky General Assembly", "slug": "s19-ky-spouse", "source_url": "https://apps.legislature.ky.gov/law/Statutes/statute.aspx?id=57665", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted community property without descendants rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-community-no-descendants", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111040", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted descendant succession rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-descendants", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111039", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted parents and sibling branches rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-parent-sibling", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111043", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted absent parents or siblings rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-parent-sibling-absence", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111044", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted undisposed property and spouse status rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-scope", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111031", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted spouse separate property rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-spouse-separate", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111046", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana publishes the quoted spouse usufruct with descendants rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Louisiana State Legislature", "slug": "s19-la-spouse-usufruct", "source_url": "https://www.legis.la.gov/Legis/Law.aspx?d=111042", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Massachusetts publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Massachusetts Legislature", "slug": "s19-ma-relatives", "source_url": "https://malegislature.gov/Laws/GeneralLaws/PartII/TitleII/Chapter190B/Section2-103", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Massachusetts publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Massachusetts Legislature", "slug": "s19-ma-spouse", "source_url": "https://malegislature.gov/Laws/GeneralLaws/PartII/TitleII/Chapter190B/Section2-102", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maryland publishes the quoted surviving issue rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maryland General Assembly", "slug": "s19-md-descendants", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=3-103", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maryland publishes the quoted no surviving issue or spouse rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maryland General Assembly", "slug": "s19-md-relatives", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=3-104", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maryland publishes the quoted spouse and registered domestic partner shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maryland General Assembly", "slug": "s19-md-spouse", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=3-102", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maine publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maine Legislature", "slug": "s19-me-relatives", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec2-103.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maine publishes the quoted partial intestacy and express exclusions rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maine Legislature", "slug": "s19-me-scope", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec2-101.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Maine publishes the quoted surviving spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Maine Legislature", "slug": "s19-me-spouse", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec2-102.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Minnesota publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Minnesota Legislature", "slug": "s19-mn-relatives", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.2-103", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Minnesota publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Minnesota Legislature", "slug": "s19-mn-spouse", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.2-102", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Missouri publishes the quoted other relatives and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Missouri Legislature", "slug": "s19-mo-relatives", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=474.010", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Missouri publishes the quoted undisposed property and claims rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Missouri Legislature", "slug": "s19-mo-scope", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=474.010", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Missouri publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Missouri Legislature", "slug": "s19-mo-spouse", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=474.010", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Montana publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Montana Legislature", "slug": "s19-mt-relatives", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0020/part_0010/section_0130/0720-0020-0010-0130.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Montana publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Montana Legislature", "slug": "s19-mt-spouse", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0020/part_0010/section_0120/0720-0020-0010-0120.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "North Carolina publishes the quoted other relatives and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Carolina General Assembly", "slug": "s19-nc-relatives", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_29/GS_29-15.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "North Carolina publishes the quoted partial intestacy rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Carolina General Assembly", "slug": "s19-nc-scope", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/html/bychapter/chapter_29.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "North Carolina publishes the quoted separate real and personal spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Carolina General Assembly", "slug": "s19-nc-spouse", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_29/GS_29-14.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nebraska publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nebraska Legislature", "slug": "s19-ne-relatives", "source_url": "https://www.nebraskalegislature.gov/laws/statutes.php?statute=30-2303", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nebraska publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nebraska Legislature", "slug": "s19-ne-spouse", "source_url": "https://www.nebraskalegislature.gov/laws/statutes.php?statute=30-2302", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Hampshire publishes the quoted other relatives and survivorship rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Hampshire General Court", "slug": "s19-nh-relatives", "source_url": "https://gc.nh.gov/rsa/html/LVI/561/561-mrg.htm", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Hampshire publishes the quoted undevised property and probate decree rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Hampshire General Court", "slug": "s19-nh-scope", "source_url": "https://gc.nh.gov/rsa/html/LVI/561/561-mrg.htm", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Hampshire publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Hampshire General Court", "slug": "s19-nh-spouse", "source_url": "https://gc.nh.gov/rsa/html/LVI/561/561-mrg.htm", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Hampshire publishes the quoted unmarried minor ancestral property rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Hampshire General Court", "slug": "s19-nh-unmarried-minor", "source_url": "https://gc.nh.gov/rsa/html/LVI/561/561-mrg.htm", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico publishes the quoted community property spouse share rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Mexico Compilation Commission", "slug": "s19-nm-community", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico publishes the quoted other heirs and priority rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Mexico Compilation Commission", "slug": "s19-nm-relatives", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico publishes the quoted partial intestacy and express exclusions rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Mexico Compilation Commission", "slug": "s19-nm-scope", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico publishes the quoted separate and community spouse shares rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Mexico Compilation Commission", "slug": "s19-nm-spouse", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted separate and community property routing rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-community-scope", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted descendants without spouse rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-descendants", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted premarital agreement exception rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-premarital-agreement", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted sibling branches rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-siblings", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted spouse with issue rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-spouse-issue", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes the quoted spouse without issue and parent cases rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-spouse-parent-sibling", "source_url": "https://www.leg.state.nv.us/nrs/nrs-134.html", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New York publishes the quoted other relatives and statutory conditions rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New York State Senate", "slug": "s19-ny-relatives", "source_url": "https://www.nysenate.gov/legislation/laws/EPT/4-1.1", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New York publishes the quoted undisposed property and expenses rule.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New York State Senate", "slug": "s19-ny-scope", "source_url": "https://www.nysenate.gov/legislation/laws/EPT/4-1.1", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "New York publishes the quoted spouse shares rule.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New York State Senate", "slug": "s19-ny-spouse", "source_url": "https://www.nysenate.gov/legislation/laws/EPT/4-1.1", "topic": "s19-group-b" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted descendants parents and siblings provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Dakota Legislative Branch", "slug": "s19-nd-relatives", "source_url": "https://ndlegis.gov/cencode/t30-1c04.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted intestate estate provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Dakota Legislative Branch", "slug": "s19-nd-scope", "source_url": "https://ndlegis.gov/cencode/t30-1c04.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted share of spouse provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Dakota Legislative Branch", "slug": "s19-nd-spouse", "source_url": "https://ndlegis.gov/cencode/t30-1c04.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted survival and gestation requirements provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "North Dakota Legislative Branch", "slug": "s19-nd-survival", "source_url": "https://ndlegis.gov/cencode/t30-1c04.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Ohio publishes the quoted children conceived through specified offenses provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Ohio Legislature", "slug": "s19-oh-rape-exception", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2105.062", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Ohio publishes the quoted spouse and other heir shares provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Ohio Legislature", "slug": "s19-oh-succession", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2105.06", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oklahoma publishes the quoted other heirs and representation provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oklahoma Legislature", "slug": "s19-ok-relatives", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os84.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oklahoma publishes the quoted spouse shares and jointly acquired property provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oklahoma Legislature", "slug": "s19-ok-spouse", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os84.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted property acquired under another community property law provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-community-scope", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted community property rights at death provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-community-shares", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-relatives", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted net intestate estate and exclusion by will provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-scope", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted spouse when descendants survive provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-spouse-descendants", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Oregon publishes the quoted spouse when no descendant survives provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon Legislative Assembly", "slug": "s19-or-spouse-no-descendants", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html?irgwc=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania publishes the quoted spouse parent slayer and elder abuser forfeiture provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Pennsylvania General Assembly", "slug": "s19-pa-forfeiture", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.021.006.000..HTM", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania publishes the quoted other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Pennsylvania General Assembly", "slug": "s19-pa-relatives", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.021..HTM", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania publishes the quoted intestate estate and exclusion by will provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Pennsylvania General Assembly", "slug": "s19-pa-scope", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.021..HTM", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania publishes the quoted spouse shares and partial intestacy provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Pennsylvania General Assembly", "slug": "s19-pa-spouse", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.021..HTM", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Rhode Island publishes the quoted surplus personal estate provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Rhode Island General Assembly", "slug": "s19-ri-personal-estate", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-1/33-1-10.htm", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Rhode Island publishes the quoted real estate descendants parents and siblings provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Rhode Island General Assembly", "slug": "s19-ri-relatives", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-1/33-1-1.htm", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Rhode Island publishes the quoted spouse life estate in real estate provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Rhode Island General Assembly", "slug": "s19-ri-spouse-life-estate", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-1/33-1-5.htm", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Rhode Island publishes the quoted petition for discretionary real estate setoff provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Rhode Island General Assembly", "slug": "s19-ri-spouse-setoff", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-1/33-1-6.htm", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Carolina Legislature", "slug": "s19-sc-relatives", "source_url": "https://www.scstatehouse.gov/code/t62c002.php", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted intestate estate provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Carolina Legislature", "slug": "s19-sc-scope", "source_url": "https://www.scstatehouse.gov/code/t62c002.php", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted share of the spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Carolina Legislature", "slug": "s19-sc-spouse", "source_url": "https://www.scstatehouse.gov/code/t62c002.php", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted divorce separation and surviving spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Carolina Legislature", "slug": "s19-sc-spouse-definition", "source_url": "https://www.scstatehouse.gov/code/t62c002.php", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted survival and gestation requirements provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Carolina Legislature", "slug": "s19-sc-survival", "source_url": "https://www.scstatehouse.gov/code/t62c002.php", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted parent and child relationship conditions provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Dakota Legislature", "slug": "s19-sd-relationships", "source_url": "https://sdlegislature.gov/api/Statutes/29A-2-114.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Dakota Legislature", "slug": "s19-sd-relatives", "source_url": "https://sdlegislature.gov/api/Statutes/29A-2-103.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted intestate estate and exclusion by will provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Dakota Legislature", "slug": "s19-sd-scope", "source_url": "https://sdlegislature.gov/api/Statutes/29A-2-101.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted share of the spouse provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Dakota Legislature", "slug": "s19-sd-spouse", "source_url": "https://sdlegislature.gov/api/Statutes/29A-2-102.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted survival for 120 hours provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "South Dakota Legislature", "slug": "s19-sd-survival", "source_url": "https://sdlegislature.gov/api/Statutes/29A-2-104.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted community estate provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-community", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted whole and half blood collateral heirs provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-half-blood", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted estate without a surviving spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-relatives", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted per capita and representation provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-representation", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted separate estate with a surviving spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-spouse", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted survival and gestation provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Texas Legislature", "slug": "s19-tx-survival", "source_url": "https://statutes.capitol.texas.gov/?artSec=201.002&chapter=ES.201&code=ES&tab=1", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted published amount for a 2026 death provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Utah State Courts", "slug": "s19-ut-2026-adjustment", "source_url": "https://www.utcourts.gov/en/about/miscellaneous/legal-community/price.html", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted cost of living adjustments provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Utah Legislature", "slug": "s19-ut-indexing", "source_url": "https://le.utah.gov/xcode/Title75/Chapter1/C75-1-S110_1800010118000101.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted other heir priorities and nonprobate advancement provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Utah Legislature", "slug": "s19-ut-relatives", "source_url": "https://le.utah.gov/xcode/Title75/Chapter2/C75-2-P1_1800010118000101.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted intestate succession and exclusion by will provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Utah Legislature", "slug": "s19-ut-scope", "source_url": "https://le.utah.gov/xcode/Title75/Chapter2/C75-2-P1_1800010118000101.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted spouse share and nonprobate advancement provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Utah Legislature", "slug": "s19-ut-spouse", "source_url": "https://le.utah.gov/xcode/Title75/Chapter2/C75-2-P1_1800010118000101.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Virginia publishes the quoted personal estate follows real estate proportions provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Virginia General Assembly", "slug": "s19-va-personal-estate", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter2/section64.2-201/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Virginia publishes the quoted real estate spouse and other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Virginia General Assembly", "slug": "s19-va-real-estate", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter2/section64.2-200/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Virginia publishes the quoted representation and half blood collateral heirs provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Virginia General Assembly", "slug": "s19-va-representation-half-blood", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter2/section64.2-202/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Vermont publishes the quoted civil union inheritance equivalence provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Vermont General Assembly", "slug": "s19-vt-civil-union", "source_url": "https://legislature.vermont.gov/statutes/section/15/023/01204", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Vermont publishes the quoted other heir priorities and representation provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Vermont General Assembly", "slug": "s19-vt-relatives", "source_url": "https://legislature.vermont.gov/statutes/section/14/042/00314", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Vermont publishes the quoted share of surviving spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Vermont General Assembly", "slug": "s19-vt-spouse", "source_url": "https://legislature.vermont.gov/statutes/section/14/042/00311", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Washington publishes the quoted community property and probate obligations provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Washington State Legislature", "slug": "s19-wa-community", "source_url": "https://app6.leg.wa.gov/rcw/default.aspx?cite=11.02.070", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Washington publishes the quoted quasi community property definition provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Washington State Legislature", "slug": "s19-wa-quasi-definition", "source_url": "https://app6.leg.wa.gov/rcw/default.aspx?cite=26.16.220", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Washington publishes the quoted quasi community property disposition at death provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Washington State Legislature", "slug": "s19-wa-quasi-disposition", "source_url": "https://app6.leg.wa.gov/rcw/default.aspx?cite=26.16.230", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Washington publishes the quoted spouse domestic partner and other heir shares provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Washington State Legislature", "slug": "s19-wa-succession", "source_url": "https://app.leg.wa.gov/RCW/default.aspx?Cite=11.04.015", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "West Virginia publishes the quoted other heir priorities provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "West Virginia Legislature", "slug": "s19-wv-relatives", "source_url": "https://code.wvlegislature.gov/42-1-3a/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "West Virginia publishes the quoted intestate estate and exclusion by will provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "West Virginia Legislature", "slug": "s19-wv-scope", "source_url": "https://code.wvlegislature.gov/42-1-2/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "West Virginia publishes the quoted share of spouse provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "West Virginia Legislature", "slug": "s19-wv-spouse", "source_url": "https://code.wvlegislature.gov/42-1-3/", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Wyoming publishes the quoted half blood stepchildren and foster children provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Wyoming Legislature", "slug": "s19-wy-half-step-foster", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-23", "claim": "Wyoming publishes the quoted spouse and other heir shares provisions.", "next_check_on": "2027-10-23", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Wyoming Legislature", "slug": "s19-wy-succession", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf", "topic": "s19-group-c" }, { "checked_on": "2026-10-24", "claim": "Alaska AS 13.12.103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alaska Legislature", "slug": "s19-ak-heirs", "source_url": "https://www.akleg.gov/basis/statutes.asp?media=print&secStart=13.12.102&secEnd=13.12.103", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Alaska AS 13.12.102 states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Alaska Legislature", "slug": "s19-ak-spouse", "source_url": "https://www.akleg.gov/basis/statutes.asp?media=print&secStart=13.12.102&secEnd=13.12.103", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Arkansas Ark. Code Ann. § 28-9-214 states order of inheritance, including a spouse when there is no descendant subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Code of Arkansas Public Access, LexisNexis", "slug": "s19-ar-heirs", "source_url": "https://www.lexisnexis.com/hottopics/arcode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Arkansas Ark. Code Ann. § 28-9-215 states when no heir is found, including a spouse married less than three years subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Code of Arkansas Public Access, LexisNexis", "slug": "s19-ar-no-heir", "source_url": "https://www.lexisnexis.com/hottopics/arcode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Arkansas Ark. Code Ann. § 28-11-301 states spouse share of land when there are children (dower or curtesy) subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Code of Arkansas Public Access, LexisNexis", "slug": "s19-ar-spouse-land", "source_url": "https://www.lexisnexis.com/hottopics/arcode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Arkansas Ark. Code Ann. § 28-11-307 states spouse share when there are no children subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Code of Arkansas Public Access, LexisNexis", "slug": "s19-ar-spouse-no-children", "source_url": "https://www.lexisnexis.com/hottopics/arcode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Arkansas Ark. Code Ann. § 28-11-305 states spouse share of personal property when there are children subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Code of Arkansas Public Access, LexisNexis", "slug": "s19-ar-spouse-personal", "source_url": "https://www.lexisnexis.com/hottopics/arcode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Colorado Colorado Department of Revenue probate index for 2026 states published amounts for a 2026 death subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Colorado Department of Revenue", "slug": "s19-co-2026-adjustment", "source_url": "https://tax.colorado.gov/sites/default/files/documents/Probate%20Index%202026.xlsx", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Georgia O.C.G.A. § 53-2-1(d) states parent who abandoned a minor child subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Georgia General Assembly Public Access, LexisNexis", "slug": "s19-ga-abandonment", "source_url": "https://www.lexisnexis.com/hottopics/gacode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Georgia O.C.G.A. § 53-2-1(b) states children born after the death and half-blood relatives subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Georgia General Assembly Public Access, LexisNexis", "slug": "s19-ga-after-born", "source_url": "https://www.lexisnexis.com/hottopics/gacode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Georgia O.C.G.A. § 53-2-1(c)(2)-(8) states other relatives by degree subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Georgia General Assembly Public Access, LexisNexis", "slug": "s19-ga-heirs", "source_url": "https://www.lexisnexis.com/hottopics/gacode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Georgia O.C.G.A. § 53-2-1(c)(1) states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Georgia General Assembly Public Access, LexisNexis", "slug": "s19-ga-spouse", "source_url": "https://www.lexisnexis.com/hottopics/gacode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Idaho Idaho Code § 15-2-103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Idaho State Legislature", "slug": "s19-id-heirs", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title15/T15CH2/SECT15-2-103/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Idaho Idaho Code § 15-2-102 states spouse share of separate and community property subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Idaho State Legislature", "slug": "s19-id-spouse", "source_url": "https://legislature.idaho.gov/statutesrules/idstat/Title15/T15CH2/SECT15-2-102/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Illinois 755 ILCS 5/2-1(d)-(h) states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Illinois General Assembly", "slug": "s19-il-heirs", "source_url": "https://www.ilga.gov/Documents/legislation/ilcs/documents/075500050K2-1.htm", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Illinois 755 ILCS 5/2-1(a)-(c) states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Illinois General Assembly", "slug": "s19-il-spouse", "source_url": "https://www.ilga.gov/Documents/legislation/ilcs/documents/075500050K2-1.htm", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Indiana Ind. Code § 29-1-2-1(d) states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Indiana General Assembly", "slug": "s19-in-heirs", "source_url": "https://iga.in.gov/ic/2026/Title_29.pdf", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Indiana Ind. Code § 29-1-2-1(e) states parent convicted of causing the other parent's death subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Indiana General Assembly", "slug": "s19-in-parent-bar", "source_url": "https://iga.in.gov/ic/2026/Title_29.pdf", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Indiana Ind. Code § 29-1-2-1(a)-(b) states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Indiana General Assembly", "slug": "s19-in-spouse", "source_url": "https://iga.in.gov/ic/2026/Title_29.pdf", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Indiana Ind. Code § 29-1-2-1(c) states second or later spouse without children by the decedent subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Indiana General Assembly", "slug": "s19-in-subsequent-spouse", "source_url": "https://iga.in.gov/ic/2026/Title_29.pdf", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Michigan Michigan Department of Treasury notice, January 30, 2026 states published amounts for a 2026 death subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Michigan Department of Treasury", "slug": "s19-mi-2026-adjustment", "source_url": "https://www.michigan.gov/treasury/-/media/Project/Websites/treasury/ORTA/Economic-Reports-Notices/FY-2026/Notice_01302026_EstatesAndOtherProtectedIndividuals_Signed.pdf", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Michigan MCL 700.2103 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Michigan Legislature", "slug": "s19-mi-heirs", "source_url": "https://www.legislature.mi.gov/Laws/MCL?objectName=mcl-700-2103", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Michigan MCL 700.2102 states surviving spouse share (base amounts) subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Michigan Legislature", "slug": "s19-mi-spouse", "source_url": "https://www.legislature.mi.gov/Laws/MCL?objectName=mcl-700-2102", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Mississippi Miss. Code Ann. § 91-1-5 states half-blood relatives subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Mississippi Code Public Access, LexisNexis", "slug": "s19-ms-half-blood", "source_url": "https://www.lexisnexis.com/hottopics/mscode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Mississippi Miss. Code Ann. § 91-1-3 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Mississippi Code Public Access, LexisNexis", "slug": "s19-ms-heirs", "source_url": "https://www.lexisnexis.com/hottopics/mscode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Mississippi Miss. Code Ann. § 91-1-11 states personal property follows the same rules subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Mississippi Code Public Access, LexisNexis", "slug": "s19-ms-personal-property", "source_url": "https://www.lexisnexis.com/hottopics/mscode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Mississippi Miss. Code Ann. § 91-1-7 states spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Mississippi Code Public Access, LexisNexis", "slug": "s19-ms-spouse", "source_url": "https://www.lexisnexis.com/hottopics/mscode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "New Jersey N.J.S.A. 3B:5-4 states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Jersey Legislature", "slug": "s19-nj-heirs", "source_url": "https://lis.njleg.state.nj.us/nxt/gateway.dll?f=templates&fn=default.htm&vid=Publish:10.1048/Enu", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "New Jersey N.J.S.A. 3B:5-3 states spouse, civil union partner or domestic partner share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "New Jersey Legislature", "slug": "s19-nj-spouse", "source_url": "https://lis.njleg.state.nj.us/nxt/gateway.dll?f=templates&fn=default.htm&vid=Publish:10.1048/Enu", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Nevada NRS 123.250 states surviving spouse ownership of community property subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Nevada Legislature", "slug": "s19-nv-community-ownership", "source_url": "https://www.leg.state.nv.us/nrs/nrs-123.html", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Oregon Or. Rev. Stat. § 112.047 states parent forfeiture conditions subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Oregon State Legislature", "slug": "s19-or-parent-forfeiture", "source_url": "https://www.oregonlegislature.gov/bills_laws/ors/ors112.html", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Tennessee Tenn. Code Ann. § 31-2-104(b) states other relatives and priority subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Tennessee Code Public Access, LexisNexis", "slug": "s19-tn-heirs", "source_url": "https://www.lexisnexis.com/hottopics/tncode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Tennessee Tenn. Code Ann. § 31-2-104(a) states surviving spouse share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Tennessee Code Public Access, LexisNexis", "slug": "s19-tn-spouse", "source_url": "https://www.lexisnexis.com/hottopics/tncode/", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Wisconsin Wis. Stat. § 852.01(1)(b)-(3) states other relatives, survivorship and escheat subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Wisconsin State Legislature", "slug": "s19-wi-heirs", "source_url": "https://docs.legis.wisconsin.gov/statutes/statutes/852/01", "topic": "s19-group-d" }, { "checked_on": "2026-10-24", "claim": "Wisconsin Wis. Stat. § 852.01(1)(a) states spouse or domestic partner share subject to the quoted conditions.", "next_check_on": "2027-01-24", "page": "https://planbeforeyoudie.app/tools/who-inherits-without-a-will", "publisher": "Wisconsin State Legislature", "slug": "s19-wi-spouse", "source_url": "https://docs.legis.wisconsin.gov/statutes/statutes/852/01", "topic": "s19-group-d" }, { "checked_on": "2026-10-23", "claim": "Alabama limits ordinary personal representative compensation while preserving court review and the statute's extraordinary-service and agreement provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Alabama Legislature", "slug": "s20-al-compensation", "source_url": "https://alison.legislature.state.al.us/code-of-alabama?section=43-2-848", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Arizona provides reasonable compensation with will and waiver provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Arizona Legislature", "slug": "s20-az-compensation", "source_url": "https://www.azleg.gov/ars/14/03719.htm", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "An Arizona court may review compensation and order refunds of excessive compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Arizona Legislature", "slug": "s20-az-review", "source_url": "https://www.azleg.gov/ars/14/03721.htm", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "A California personal representative who is an attorney needs advance court approval for additional compensation as the estate attorney.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Legislature", "slug": "s20-ca-attorney-representative", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=10804.&nodeTreePath=10.7.1.1&lawCode=PROB", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "California permits court-approved additional compensation for extraordinary services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Legislature", "slug": "s20-ca-extraordinary", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=10801.&nodeTreePath=10.7.1.1&lawCode=PROB", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "California voids an agreement with an heir or devisee for compensation above the amount allowed by this part.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Legislature", "slug": "s20-ca-higher-agreement", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=10803.&nodeTreePath=10.7.1.1&lawCode=PROB", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "California provides one ordinary statutory commission that may be apportioned among representatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Courts", "slug": "s20-ca-multiple-representatives", "source_url": "https://courts.ca.gov/cms/rules/index/seven/rule7_704", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "California sets ordinary compensation using the estate accounted for and leaves the amount above $25 million to the court.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Legislature", "slug": "s20-ca-ordinary-schedule", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB§ionNum=10800.", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "California makes a will's compensation provision controlling unless the court grants statutory relief.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "California Legislature", "slug": "s20-ca-will", "source_url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=10802.&nodeTreePath=10.7.1.1&lawCode=PROB", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado permits reasonable fiduciary compensation while preserving court review, removal limits and disclosure obligations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s20-co-compensation", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado provides a reasonableness presumption for certain published fee schedules specified in a governing instrument.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s20-co-published-fees", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Colorado requires compensation to remain reasonable regardless of the charging method.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Colorado General Assembly, Office of Legislative Legal Services", "slug": "s20-co-reasonableness", "source_url": "https://olls.info/crs/crs2026-title-15.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Connecticut probate courts review fiduciary fees for reasonableness even without an objection.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Connecticut Probate Courts", "slug": "s20-ct-fee-review", "source_url": "https://www.ctprobate.gov/Documents/Probate%20Court%20Rules%20of%20Procedure.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "DC provides reasonable compensation with supervised-administration, will and waiver provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Council of the District of Columbia", "slug": "s20-dc-compensation", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-751", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "The DC court may review compensation and order refunds of excessive payments.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Council of the District of Columbia", "slug": "s20-dc-review", "source_url": "https://code.dccouncil.gov/us/dc/council/code/sections/20-753", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Delaware Court of Chancery commissions must be reasonable and remain subject to court reduction.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Delaware Courts", "slug": "s20-de-reasonable-commissions", "source_url": "https://courts.delaware.gov/forms/download.aspx?id=160908", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Delaware allows commissions under Court of Chancery rules and permits reductions for late accounts.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Delaware General Assembly", "slug": "s20-de-statutory-rule", "source_url": "https://delcode.delaware.gov/title12/c023/sc01/index.html", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida defines the attorney-compensation restriction and its application to specified wills and republications.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "The Florida Senate", "slug": "s20-fl-attorney-definitions", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/733.617", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida restricts compensation for certain attorney-nominated representatives unless the statutory disclosure conditions are met.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "The Florida Senate", "slug": "s20-fl-attorney-disclosures", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/733.617", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Florida presumes an ordinary-service commission reasonable but permits different will terms and court adjustments.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "The Florida Senate", "slug": "s20-fl-ordinary-presumption", "source_url": "https://www.flsenate.gov/Laws/Statutes/2026/733.617", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Hawaii provides reasonable compensation with will and waiver provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Hawaii Legislature", "slug": "s20-hi-compensation", "source_url": "https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0560/HRS_0560-0003-0719.htm", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "An Iowa court may reduce fiduciary fees for ordinary fiduciary work performed by paid agents.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Iowa Legislature", "slug": "s20-ia-agent-reduction", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.86.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa permits further reasonable allowances for extraordinary expenses and services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Iowa Legislature", "slug": "s20-ia-extraordinary", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.199.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Iowa limits court-determined ordinary-service fees using gross probate-inventory assets and a life-insurance exclusion.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Iowa Legislature", "slug": "s20-ia-ordinary-cap", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.197.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "An Iowa court may reduce fiduciary fees for probate-code violations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Iowa Legislature", "slug": "s20-ia-violation-reduction", "source_url": "https://www.legis.iowa.gov/docs/code/2026/633.162.pdf", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas requires just and reasonable fiduciary compensation and permits applications for interim allowances.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Kansas Legislature", "slug": "s20-ks-compensation", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_017_0000_article/059_017_0017_section/059_017_0017_k/", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Kansas probate definitions include executors and administrators as fiduciaries.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Kansas Legislature", "slug": "s20-ks-fiduciary-scope", "source_url": "https://www.kslegislature.gov/b2025_26/laws/059_000_0000_chapter/059_001_0000_article/059_001_0002_section/059_001_0002_k/", "topic": "s20-group-a" }, { "checked_on": "2026-10-23", "claim": "Kentucky caps ordinary representative compensation and allows additional compensation for specified additional services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Kentucky General Assembly", "slug": "s20-ky-compensation", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=36328", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Kentucky treats specified tax withholding as collected when computing fiduciary commissions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Kentucky General Assembly", "slug": "s20-ky-withheld-income", "source_url": "https://apps.legislature.ky.gov/law/statutes/statute.aspx?id=36329", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana provides default inventory-based compensation when no testament provision or party agreement governs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Louisiana State Legislature", "slug": "s20-la-compensation", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111725", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana limits dual compensation for specified attorney and business roles, subject to stated exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Louisiana State Legislature", "slug": "s20-la-dual-services", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111726", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana limits combined legacy and compensation by the disposable portion in the stated circumstances.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Louisiana State Legislature", "slug": "s20-la-legacy", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111728", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Louisiana directs the court to apportion compensation among multiple succession representatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Louisiana State Legislature", "slug": "s20-la-multiple", "source_url": "https://www.legis.la.gov/legis/Law.aspx?d=111727", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Massachusetts provides reasonable compensation, subject to the stated will and renunciation rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Massachusetts Legislature", "slug": "s20-ma-compensation", "source_url": "https://malegislature.gov/Laws/GeneralLaws/PartII/TitleII/Chapter190B/Section3-719", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Maryland sets maximum court-allowed commissions unless the will provides a larger measure of compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Maryland General Assembly", "slug": "s20-md-compensation", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=7-601", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Maryland permits payment without court approval only under the specified consent or contingency-fee conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Maryland General Assembly", "slug": "s20-md-consent", "source_url": "https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=get§ion=7-604", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Maine entitles a personal representative to reasonable compensation and states will and renunciation rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Maine Legislature", "slug": "s20-me-compensation", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-719.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Maine provides court review of compensation, refunds and factors for determining a reasonable fee.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Maine Legislature", "slug": "s20-me-review", "source_url": "https://legislature.maine.gov/statutes/18-C/title18-Csec3-721.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Minnesota provides reasonable compensation and directs the court to consider specified factors.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Minnesota Legislature", "slug": "s20-mn-compensation", "source_url": "https://www.revisor.mn.gov/statutes/cite/524.3-719", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Missouri sets a minimum schedule for one representative and separate joint, successor and court-adjustment rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Missouri Legislature", "slug": "s20-mo-compensation", "source_url": "https://revisor.mo.gov/main/OneSection.aspx?section=473.153", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Montana provides reasonable compensation and states will and renunciation rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Montana Legislature", "slug": "s20-mt-compensation", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0060/section_0310/0720-0030-0060-0310.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Montana directs court review of disputed fees and permits refunds of excessive compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Montana Legislature", "slug": "s20-mt-review", "source_url": "https://mca.legmt.gov/bills/mca/title_0720/chapter_0030/part_0060/section_0340/0720-0030-0060-0340.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "North Carolina caps clerk-set commissions on statutory receipts and expenditures, subject to stated exceptions and exclusions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "North Carolina General Assembly", "slug": "s20-nc-compensation", "source_url": "https://www.ncleg.gov/EnactedLegislation/Statutes/HTML/BySection/Chapter_28A/GS_28A-23-3.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nebraska provides court review, refund remedies and factors for determining reasonable compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nebraska Legislature", "slug": "s20-ne-review", "source_url": "https://nebraskalegislature.gov/laws/statutes.php?statute=30-2482", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico provides reasonable compensation and states will and renunciation rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "New Mexico Compilation Commission", "slug": "s20-nm-compensation", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "New Mexico provides court review and refund remedies for excessive compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "New Mexico Compilation Commission", "slug": "s20-nm-review", "source_url": "https://nmonesource.com/nmos/nmsa/en/4393/1/document.do", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada restricts simultaneous representative and attorney compensation, subject to stated court-approved exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nevada Legislature", "slug": "s20-nv-attorney", "source_url": "https://www.leg.state.nv.us/NRS/NRS-150.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada provides an accounted-estate fee schedule, apportionment and additional reasonable compensation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nevada Legislature", "slug": "s20-nv-compensation", "source_url": "https://www.leg.state.nv.us/NRS/NRS-150.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada makes the specified contracts for higher compensation void.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nevada Legislature", "slug": "s20-nv-contracts", "source_url": "https://www.leg.state.nv.us/NRS/NRS-150.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada permits court-allowed compensation for specified extraordinary services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nevada Legislature", "slug": "s20-nv-extraordinary", "source_url": "https://www.leg.state.nv.us/NRS/NRS-150.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "Nevada treats will compensation as full compensation unless the representative files the specified timely renunciation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Nevada Legislature", "slug": "s20-nv-will", "source_url": "https://www.leg.state.nv.us/NRS/NRS-150.html", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "New York states commission consequences and applicability exceptions for specified attorney-related executor designations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "New York State Senate", "slug": "s20-ny-attorney-consequences", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/2307-A", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "New York imposes disclosure requirements for specified attorney-related executor designations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "New York State Senate", "slug": "s20-ny-attorney-disclosure", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/2307-A", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "New York computes receiving and paying commissions separately at half statutory rates and states exclusions and special rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "New York State Senate", "slug": "s20-ny-compensation", "source_url": "https://www.nysenate.gov/legislation/laws/SCP/2307", "topic": "s20-group-b" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted compensation and will provisions provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "North Dakota Legislative Branch", "slug": "s20-nd-compensation", "source_url": "https://ndlegis.gov/cencode/t30-1c18.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "North Dakota publishes the quoted court review and excessive compensation provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "North Dakota Legislative Branch", "slug": "s20-nd-review", "source_url": "https://ndlegis.gov/cencode/t30-1c18.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Ohio publishes the quoted ordinary commissions bases and reduction provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Ohio Legislature", "slug": "s20-oh-commissions", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.35", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Ohio publishes the quoted extraordinary allowances attorney fees and will provision provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Ohio Legislature", "slug": "s20-oh-further-allowances", "source_url": "https://codes.ohio.gov/ohio-revised-code/section-2113.36", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Oklahoma publishes the quoted fee schedule and adjustments provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Oklahoma Legislature", "slug": "s20-ok-commissions", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Oklahoma publishes the quoted will compensation and renunciation provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Oklahoma Legislature", "slug": "s20-ok-will", "source_url": "https://www.oklegislature.gov/OK_Statutes/CompleteTitles/os58.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania publishes the quoted reasonable and just compensation provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Pennsylvania General Assembly", "slug": "s20-pa-compensation", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/20/00.035.037.000..HTM", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Rhode Island publishes the quoted compensation the probate court considers just provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Rhode Island General Assembly", "slug": "s20-ri-compensation", "source_url": "https://webserver.rilegislature.gov/Statutes/TITLE33/33-14/33-14-8.htm", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "South Carolina publishes the quoted commission caps minimum and exceptions provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "South Carolina Legislature", "slug": "s20-sc-compensation", "source_url": "https://www.scstatehouse.gov/code/t62c003.php", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "South Dakota publishes the quoted reasonable compensation and optional commission provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "South Dakota Legislature", "slug": "s20-sd-compensation", "source_url": "https://sdlegislature.gov/api/Statutes/29A-3-719.html", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted alternate court compensation provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Texas Legislature", "slug": "s20-tx-alternate", "source_url": "https://statutes.capitol.texas.gov/?artSec=352.002&chapter=ES.352&code=ES&tab=1", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted denial of compensation provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Texas Legislature", "slug": "s20-tx-denial", "source_url": "https://statutes.capitol.texas.gov/?artSec=352.002&chapter=ES.352&code=ES&tab=1", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Texas publishes the quoted standard commission exclusions and aggregate ceiling provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Texas Legislature", "slug": "s20-tx-standard", "source_url": "https://statutes.capitol.texas.gov/?artSec=352.002&chapter=ES.352&code=ES&tab=1", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Utah publishes the quoted reasonable compensation objections and will provisions provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Utah Legislature", "slug": "s20-ut-compensation", "source_url": "https://le.utah.gov/xcode/Title75/Chapter3/C75-3-S718_1800010118000101.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Virginia publishes the quoted reasonable commissions and institutional fee schedules provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Virginia General Assembly", "slug": "s20-va-compensation", "source_url": "https://law.lis.virginia.gov/vacode/title64.2/chapter12/section64.2-1208/", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Vermont publishes the quoted reasonable fees and will provisions provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Vermont General Assembly", "slug": "s20-vt-compensation", "source_url": "https://legislature.vermont.gov/statutes/section/14/063/01065", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Washington publishes the quoted compensation will renunciation and court adjustments provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Washington State Legislature", "slug": "s20-wa-compensation", "source_url": "https://app.leg.wa.gov/rcw/default.aspx?cite=11.48.210", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "West Virginia publishes the quoted ordinary commissions valuation and adjustments provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "West Virginia Legislature", "slug": "s20-wv-compensation", "source_url": "https://code.wvlegislature.gov/44-4-12a/", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "Wyoming publishes the quoted ordinary fee schedule adjusted base and extraordinary services provisions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/executor-fee-calculator", "publisher": "Wyoming Legislature", "slug": "s20-wy-compensation", "source_url": "https://wyoleg.gov/statutes/compress/title02.pdf", "topic": "s20-group-c" }, { "checked_on": "2026-10-23", "claim": "The listed basic-services fee is the only provider services fee the Rule permits as nondeclinable unless law requires otherwise.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-basic-fee-only", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The basic-services disclosure alternatives address package inclusion or a basic fee included in casket prices.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-basic-fee-package-inclusion", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "Cash advances include third-party goods or services bought and paid for on the purchaser's behalf.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-cash-advance-definition", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "A retained markup, rebate, commission or discount on a cash advance triggers the stated written disclosure.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-cash-advance-disclosure", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "FTC guidance says the Rule does not require disclosure of the service-charge amount and preserves stricter state restrictions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Federal Trade Commission", "slug": "s21-cash-advance-markup-amount", "source_url": "https://www.ftc.gov/business-guidance/resources/complying-funeral-rule", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "A casket price list must precede showing caskets, with the stated alternative when the General Price List contains the required information.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-casket-list", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "Required disclosures must be clear and conspicuous and cannot be altered or contradicted by list statements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-clear-disclosures", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "FTC guidance says crematories may set standards for the alternative containers they accept.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Federal Trade Commission", "slug": "s21-crematory-container-standards", "source_url": "https://www.ftc.gov/business-guidance/resources/complying-funeral-rule", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule prohibits requiring a purchased casket for direct cremation and requires an available alternative container.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-direct-cremation-container", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule permits an embalming fee only through its three stated approval or legal-requirement alternatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-embalming-approval", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The required embalming disclosure preserves special cases and explains how the selected arrangements affect the charge.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-embalming-disclosure", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The General Price List must show the business identification, the list caption and its effective date.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-gpl-identification", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule lists separately priced categories if offered and permits specified casket and outer-container list alternatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-gpl-itemized-categories", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "A provider must offer a retained General Price List when the specified in-person discussions begin, subject to the removal exception.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-gpl-retention-timing", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule preserves a provider exception for impossible, impractical or excessively burdensome combinations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-impractical-combinations", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "At the end of arrangements, a retained written statement must itemize selections, cash advances and the total, preserving estimate requirements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-itemized-statement", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "FTC guidance says an optional service such as embalming cannot be folded into a nondeclinable basic-services fee.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Federal Trade Commission", "slug": "s21-optional-basic-fee-bundling", "source_url": "https://www.ftc.gov/business-guidance/resources/complying-funeral-rule", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The required outer-container disclosure preserves cemetery requirements and states that a grave liner or burial vault can satisfy them.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-outer-container-cemetery", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The outer-container list must precede showing containers, with the stated alternative when the General Price List contains the required information.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-outer-container-list", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "FTC guidance prohibits an extra casket-handling fee for buying the casket elsewhere.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Federal Trade Commission", "slug": "s21-outside-casket-fee", "source_url": "https://www.ftc.gov/business-guidance/resources/complying-funeral-rule", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "A provider must give accurate available price information that reasonably answers a telephone inquiry.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-phone-prices", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule prohibits its stated deceptive long-term preservation and protective-value claims.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-preservation-claims", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule defines a funeral provider through both funeral goods and funeral services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-provider-coverage", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "The Rule protects individual selection while preserving its stated exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-selection-right", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "A provider must identify and briefly describe any claimed legal, cemetery or crematory purchase requirement in writing.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/funeral-price-list-checker", "publisher": "Electronic Code of Federal Regulations", "slug": "s21-written-requirement", "source_url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-453", "topic": "s21-funeral-rule" }, { "checked_on": "2026-10-23", "claim": "Adjusted basis can increase for improvements and decrease for depreciation or casualty losses.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-adjusted-basis", "source_url": "https://www.irs.gov/publications/p544", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The community-property basis rule covers both halves only under its stated gross-estate inclusion condition.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-community-both-halves-condition", "source_url": "https://www.irs.gov/publications/p551", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The consistent-basis regulation allows applicable post-death adjustments, including estate-recognized distribution gain, capital improvements and depreciation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-consistent-basis-adjustments", "source_url": "https://www.irs.gov/irb/2024-40_IRB", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "IRS directs sellers with an interest acquired from a person who died in 2010 to the special basis guidance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-death-2010-special-rule", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Tax credits or subsidies for energy improvements included in basis must reduce that basis as stated.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-energy-credit-basis-reduction", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "An in-kind estate distribution can use estate basis adjusted for recognized gain or loss, with stated exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-estate-in-kind-distribution", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Local law determines whether the estate or beneficiary owns property for reporting the estate sale.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-estate-or-beneficiary-owner", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "For an estate-owned residence, the use of the property affects capital treatment and possible loss deductions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-estate-residence-loss-use", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The stated one-year appreciated-gift exception also addresses an estate sale whose proceeds return to the donor or donor's spouse.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-estate-sale-giftback", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Certain inherited property must use an initial basis consistent with its final estate tax value.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-estate-value-consistency", "source_url": "https://www.irs.gov/publications/p551", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The home-sale arithmetic subtracts selling expenses and adjusted basis from the selling price.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-gain-loss-formula", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Appreciated property gifted by the recipient or spouse within one year before death and inherited back follows the stated adjusted-basis exception.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-gift-return-one-year", "source_url": "https://www.irs.gov/publications/p551", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Section 1014 does not apply to a right to receive income in respect of a decedent under section 691.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-income-in-respect-exception", "source_url": "https://www.irs.gov/irb/2024-40_IRB", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Inherited basis is generally the date-of-death fair market value, with alternate valuation, special-use valuation and qualified conservation-easement exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-inherited-basis-options", "source_url": "https://www.irs.gov/publications/p551", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Inherited property that is a capital asset receives long-term gain or loss treatment regardless of the recipient's holding period.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-inherited-capital-holding-period", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Revenue Ruling 2023-2 preserves existing basis under its specified completed-gift grantor-trust facts rather than treating every trust asset as inherited at death.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-irrevocable-trust-limit", "source_url": "https://www.irs.gov/irb/2023-16_IRB", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The current Code effective-date notes address deaths after December 31, 1981 and joint interests created after December 31, 1976.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Office of the Law Revision Counsel, U.S. House of Representatives", "slug": "s22-joint-1976-effective-date", "source_url": "https://uscode.house.gov/us/usc/119-121/t26/s2040/", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Current Form 706 instructions exclude a non-U.S.-citizen surviving spouse from section 2040(b) special treatment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-joint-noncitizen-limit", "source_url": "https://www.irs.gov/instructions/i706", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "A decedent's installment-sale collections generally retain the decedent's gross profit percentage.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-predeath-installment-sale", "source_url": "https://www.irs.gov/publications/p559", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "A qualified joint interest has the specified spousal ownership forms and generally combines the survivor's adjusted half-share cost with the basis of the inherited half.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-qualified-joint-interest", "source_url": "https://www.irs.gov/publications/p551", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Qualifying additions and improvements increase basis when they add value, prolong useful life or adapt the home to new uses.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-qualifying-improvements", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Routine repairs, removed improvements and short-lived improvements are generally excluded from basis, with the stated remodeling and restoration exception.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-repair-and-removed-improvement-limits", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "Sale amount realized can include noncash value and liabilities assumed by the buyer, rather than only cash left after a mortgage payoff.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-sale-proceeds-gross-scope", "source_url": "https://www.irs.gov/publications/p544", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "The IRS worksheet defines selling expenses as direct selling costs and identifies commissions, advertising, legal and other stated costs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-selling-expenses", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "For a jointly owned home, the survivor's own interest retains its basis while the inherited spouse's interest receives the applicable inherited value.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/inherited-home-sale-estimate", "publisher": "Internal Revenue Service", "slug": "s22-survivor-own-share-basis", "source_url": "https://www.irs.gov/publications/p523", "topic": "s22-inherited-home" }, { "checked_on": "2026-10-23", "claim": "A credit-card authorized user is not responsible merely because the deceased person allowed that use.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-authorized-user", "source_url": "https://www.consumerfinance.gov/consumer-tools/educator-tool/resources-for-older-adults/financial-security-as-you-age/when-a-loved-one-dies-and-debt-collectors-come-calling/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A vehicle lender may have repossession rights after default, depending on the contract and state law.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Federal Trade Commission", "slug": "s23-car-collateral", "source_url": "https://consumer.ftc.gov/articles/vehicle-repossession", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A person with a debt-collection problem may submit a complaint to the CFPB.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-cfpb-complaint", "source_url": "https://www.consumerfinance.gov/ask-cfpb/does-a-persons-debt-go-away-when-they-die-en-1463/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A confirmed mortgage successor receives the stated servicing protections without necessarily assuming contractual liability.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-confirmed-successor", "source_url": "https://www.consumerfinance.gov/rules-policy/regulations/1024/30/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "FTC guidance limits the people with whom a collector may discuss a deceased person's debt under the FDCPA.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Federal Trade Commission", "slug": "s23-contact-categories", "source_url": "https://consumer.ftc.gov/articles/debts-and-deceased-relatives", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Debts are generally paid from the estate, and may go unpaid when the estate cannot pay and nobody shared responsibility.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-estate-pays", "source_url": "https://www.consumerfinance.gov/ask-cfpb/does-a-persons-debt-go-away-when-they-die-en-1463/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A surviving relative may share responsibility only under the applicable co-signer, joint-account, spousal or estate-law exception.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-family-exceptions", "source_url": "https://www.consumerfinance.gov/ask-cfpb/does-a-persons-debt-go-away-when-they-die-en-1463/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Federal student loans do not transfer to another person upon the borrower's death, and relatives can notify the servicer.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-federal-student", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-happens-to-my-student-loans-if-i-die-or-become-disabled-en-595/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Collectors may usually contact others once to locate an estate representative, with limited repeat-contact exceptions and no debt discussion.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Federal Trade Commission", "slug": "s23-locating-representative", "source_url": "https://consumer.ftc.gov/articles/debts-and-deceased-relatives", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Certain state necessaries laws can make parents or spouses responsible for necessary costs such as healthcare.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-medical-necessaries", "source_url": "https://www.consumerfinance.gov/consumer-tools/educator-tool/resources-for-older-adults/financial-security-as-you-age/when-a-loved-one-dies-and-debt-collectors-come-calling/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "CFPB rules do not require an ability-to-repay assessment when a person already holds title before taking over the mortgage.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-mortgage-ability", "source_url": "https://www.consumerfinance.gov/ask-cfpb/i-recently-inherited-a-house-the-mortgage-lender-said-its-required-to-determine-my-ability-to-repay-before-it-will-let-me-take-over-the-mortgage-loan-is-this-true-en-1939/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "CFPB warns that inherited-home mortgage payments matter to avoiding foreclosure.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-mortgage-payments", "source_url": "https://www.consumerfinance.gov/data-research/research-reports/homeowners-face-problems-with-mortgage-companies-after-divorce-or-death-of-a-loved-one/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Collectors may not imply personal liability when no applicable exception makes the relative responsible, and may not harass people.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-no-false-liability", "source_url": "https://www.consumerfinance.gov/ask-cfpb/does-a-persons-debt-go-away-when-they-die-en-1463/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Direct PLUS loans for parents have death discharge provisions for the borrower or the child for whom the loan was made.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "U.S. Department of Education, Federal Student Aid", "slug": "s23-parent-plus", "source_url": "https://studentaid.gov/sites/default/files/direct-loan-basics-parents.pdf", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "CFPB examination guidance describes death and cosigner protections for covered private education loan agreements entered on or after November 24, 2018.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-private-cosigner-protection", "source_url": "https://files.consumerfinance.gov/f/documents/cfpb_supervision-and-examination-manual_tila-exam-procedures_2020-09.pdf", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Some private lenders provide discharge terms, so the loan terms and servicer need to be checked.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-private-terms", "source_url": "https://www.consumerfinance.gov/ask-cfpb/what-happens-to-my-student-loans-if-i-die-or-become-disabled-en-595/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "An estate representative does not become personally responsible merely by holding that role, unless the debt is also theirs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-representative-own-money", "source_url": "https://www.consumerfinance.gov/consumer-tools/educator-tool/resources-for-older-adults/financial-security-as-you-age/when-a-loved-one-dies-and-debt-collectors-come-calling/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A written stop-contact request limits later collector contact but does not extinguish the debt.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Federal Trade Commission", "slug": "s23-stop-contact", "source_url": "https://consumer.ftc.gov/articles/debts-and-deceased-relatives", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "A collector generally provides validation information during the first communication or within five days.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/tools/debts-after-a-death", "publisher": "Consumer Financial Protection Bureau", "slug": "s23-validation-notice", "source_url": "https://www.consumerfinance.gov/consumer-tools/educator-tool/resources-for-older-adults/financial-security-as-you-age/when-a-loved-one-dies-and-debt-collectors-come-calling/", "topic": "s23-debts-after-death" }, { "checked_on": "2026-10-23", "claim": "Alaska offers a consumer-directed PCS model with administrative support from an agency.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Alaska Department of Health", "slug": "s26-ak-consumer-directed-pcs", "source_url": "https://health.alaska.gov/en/services/pcs/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Alaska directs PCS applicants to its PCA-08 application instructions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Alaska Department of Health", "slug": "s26-ak-pcs-application-route", "source_url": "https://health.alaska.gov/en/services/pcs/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Alaska PCS offers daily personal care and household support through private agencies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Alaska Department of Health", "slug": "s26-ak-pcs-services", "source_url": "https://health.alaska.gov/en/services/pcs/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Alabama directs Personal Choices enrollment questions to its AGE-LINE.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Alabama Department of Senior Services", "slug": "s26-al-enrollment-contact", "source_url": "https://alabamaageline.gov/wp-content/uploads/2022/02/Personal-Choices-Brochure-FINAL.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Alabama Personal Choices gives enrolled clients a budget for personal care and other approved support.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Alabama Department of Senior Services", "slug": "s26-al-personal-choices", "source_url": "https://alabamaageline.gov/personal-choices/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arkansas directs new IndependentChoices self-direction applicants to its fiscal-management vendor for assessment and enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arkansas Department of Human Services", "slug": "s26-ar-assessment-enrollment", "source_url": "https://humanservices.arkansas.gov/divisions-shared-services/aging-adult-behavioral-health-services/self-direction-independent-choices/self-direction-independentchoices-faq/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arkansas IndependentChoices can pay family caregivers but excludes spouses and people legally responsible for the participant.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arkansas Department of Human Services", "slug": "s26-ar-family-caregiver-limits", "source_url": "https://humanservices.arkansas.gov/wp-content/uploads/Medical-Services-Appendices-4.1.25.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arkansas IndependentChoices and ARChoices offer self-directed personal assistance with employer and budget responsibilities.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arkansas Department of Human Services", "slug": "s26-ar-independentchoices-services", "source_url": "https://humanservices.arkansas.gov/divisions-shared-services/aging-adult-behavioral-health-services/self-direction-independent-choices/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arizona tells ALTCS members to ask their case manager about member-directed options.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arizona Health Care Cost Containment System", "slug": "s26-az-case-manager-route", "source_url": "https://www.azahcccs.gov/Members/AlreadyCovered/CoveredServices.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arizona member-directed options concern approved attendant, personal care and homemaker services for most ALTCS members living at home.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arizona Health Care Cost Containment System", "slug": "s26-az-member-directed-scope", "source_url": "https://www.azahcccs.gov/Members/AlreadyCovered/CoveredServices.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arizona SDAC permits family attendants with stated spouse, minor-child parent and guardian exceptions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arizona Health Care Cost Containment System", "slug": "s26-az-sdac-family-limits", "source_url": "https://www.azahcccs.gov/Members/Downloads/ALTCS/SDACbrochure.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Arizona SDAC makes the member or legal guardian the paid caregiver's legal employer with fiscal-agent support.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Arizona Health Care Cost Containment System", "slug": "s26-az-sdac-option", "source_url": "https://www.azahcccs.gov/Members/AlreadyCovered/CoveredServices.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "California IHSS pays for the services and monthly hours the county authorizes after assessment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "California Department of Social Services", "slug": "s26-ca-authorized-services", "source_url": "https://www.cdss.ca.gov/in-home-supportive-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "California directs IHSS applications to the county IHSS office.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "California Department of Social Services", "slug": "s26-ca-county-application", "source_url": "https://www.cdss.ca.gov/in-home-supportive-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "California IHSS provides in-home assistance to eligible aged, blind and disabled people.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "California Department of Social Services", "slug": "s26-ca-ihss-program", "source_url": "https://www.cdss.ca.gov/in-home-supportive-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "California IHSS permits a friend or relative to provide care after eligibility and provider enrollment requirements are met.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "California Department of Social Services", "slug": "s26-ca-relative-provider", "source_url": "https://www.cdss.ca.gov/agedblinddisabled/res/factsheets/ihss_program_overview_color.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Colorado CDASS allows members to direct personal care, homemaker and health maintenance services under Community First Choice.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Colorado Department of Health Care Policy and Financing", "slug": "s26-co-cdass-cfc", "source_url": "https://hcpf.colorado.gov/consumer-directed-attendant-support-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Colorado directs enrolled members to their case management agency and unenrolled people to its Medicaid application route.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Colorado Department of Health Care Policy and Financing", "slug": "s26-co-cma-application-route", "source_url": "https://hcpf.colorado.gov/consumer-directed-attendant-support-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Colorado CDASS allows family members or friends as paid caregivers with restrictions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Colorado Department of Health Care Policy and Financing", "slug": "s26-co-paid-family-choice", "source_url": "https://hcpf.colorado.gov/consumer-directed-attendant-support-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Connecticut describes Adult Family Living as personal care and support provided by a primary caregiver living with a waiver participant.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Connecticut Department of Social Services", "slug": "s26-ct-adult-family-living", "source_url": "https://portal.ct.gov/dss/-/media/departments-and-agencies/dss/health-and-home-care/community-options/the-personal-care-attendant-program.pdf?rev=d69a2d15c4fd4230a9a43f3b69ea6e27", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Connecticut Adult Family Living permits a relative caregiver unless that person is a legally liable relative.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Connecticut Department of Social Services", "slug": "s26-ct-afl-relative-limits", "source_url": "https://portal.ct.gov/dss/-/media/departments-and-agencies/dss/health-and-home-care/community-options/the-personal-care-attendant-program.pdf?rev=d69a2d15c4fd4230a9a43f3b69ea6e27", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Connecticut publishes ages 18 through 64 among the PCA program conditions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Connecticut Department of Social Services", "slug": "s26-ct-pca-published-age-scope", "source_url": "https://portal.ct.gov/dss/-/media/departments-and-agencies/dss/health-and-home-care/community-options/the-personal-care-attendant-program.pdf?rev=d69a2d15c4fd4230a9a43f3b69ea6e27", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Connecticut publishes a telephone referral route for its Personal Care Attendant program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Connecticut Department of Social Services", "slug": "s26-ct-pca-referral-route", "source_url": "https://portal.ct.gov/dss/-/media/departments-and-agencies/dss/health-and-home-care/community-options/the-personal-care-attendant-program.pdf?rev=d69a2d15c4fd4230a9a43f3b69ea6e27", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "DC directs EPD Waiver participants to their assigned case manager to add Services My Way to their plan.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "District of Columbia Department of Health Care Finance", "slug": "s26-dc-case-manager-enrollment", "source_url": "https://dhcf.dc.gov/sites/default/files/dc/sites/dhcf/page_content/attachments/2018%20EPD%20Waiver%20Participant%20Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "DC Services My Way lets EPD Waiver participants living in their natural home direct personal assistance services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "District of Columbia Department of Health Care Finance", "slug": "s26-dc-services-my-way", "source_url": "https://dhcf.dc.gov/page/epd-waiver-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Delaware directs in-home support questions to its Aging and Disability Resource Center.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Delaware Health and Social Services", "slug": "s26-de-adrc-contact", "source_url": "https://dhss.delaware.gov/dsaapd/division-of-services-for-aging-and-adults-with-physical-disabilities/in-home-support-to-help-you-live-independently/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Delaware Attendant Services lets a person choose an in-home caregiver for personal and household assistance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Delaware Health and Social Services", "slug": "s26-de-attendant-services", "source_url": "https://dhss.delaware.gov/dsaapd/division-of-services-for-aging-and-adults-with-physical-disabilities/in-home-support-to-help-you-live-independently/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Florida PDO direct service workers are paid for approved hours and approved PDO services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Florida Agency for Health Care Administration", "slug": "s26-fl-approved-hours", "source_url": "https://ahca.myflorida.com/content/download/8190/file/LTC_PDO_Provider_Webinar_20181204.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Florida publishes PDO guidance for enrollees receiving Long-Term Care benefits.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Florida Agency for Health Care Administration", "slug": "s26-fl-current-pdo-reference", "source_url": "https://ahca.myflorida.com/medicaid/statewide-medicaid-managed-care/long-term-care-program/long-term-care-plans-participant-direction-option-pdo.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Florida PDO case managers train participants and assess prospective participants and representatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Florida Agency for Health Care Administration", "slug": "s26-fl-pdo-case-manager", "source_url": "https://ahca.myflorida.com/content/download/8190/file/LTC_PDO_Provider_Webinar_20181204.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Florida PDO pays for approved plan-of-care services for enrollees living in their own home or a family home.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Florida Agency for Health Care Administration", "slug": "s26-fl-pdo-services", "source_url": "https://ahca.myflorida.com/content/download/8190/file/LTC_PDO_Provider_Webinar_20181204.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Florida PDO permits qualified family workers and prohibits the participant representative from also being the direct service worker.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Florida Agency for Health Care Administration", "slug": "s26-fl-qualified-family-workers", "source_url": "https://ahca.myflorida.com/content/download/8190/file/LTC_PDO_Provider_Webinar_20181204.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Georgia directs people to ADRC counselors for the family caregiver services available locally.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Georgia Department of Human Services Division of Aging Services", "slug": "s26-ga-adrc-program-route", "source_url": "https://aging.georgia.gov/programs-and-services/adrc/adrc-faqs", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Georgia identifies Structured Family Caregiving through Medicaid waivers among programs that may pay relatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Georgia Department of Human Services Division of Aging Services", "slug": "s26-ga-family-payment-options", "source_url": "https://aging.georgia.gov/programs-and-services/adrc/adrc-faqs", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Georgia Structured Family Caregiver services support waiver members whose family caregiver lives with them and works with a provider health coach.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Georgia Department of Community Health", "slug": "s26-ga-structured-family-service", "source_url": "https://medicaid.georgia.gov/document/document/elderly-and-disabled-waiver-program-long-version/download", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Hawaii Med-QUEST community partners can assist with Medicaid applications.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Hawaii Department of Human Services Med-QUEST Division", "slug": "s26-hi-community-application-support", "source_url": "https://medquest.hawaii.gov/en/resources/community-partners", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Hawaii QUEST Integration authorizes home and community-based services through its health plans based on assessed care needs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Hawaii Department of Human Services Med-QUEST Division", "slug": "s26-hi-quest-hcbs", "source_url": "https://medquest.hawaii.gov/content/dam/formsanddocuments/med-quest/section-1115-demonstration-renewal-for-2024/Hawaii_QUEST%20Integration.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Iowa CCO lets eligible waiver members hire workers or buy certain goods and services using approved Medicaid funding.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s26-ia-cco-approved-budget", "source_url": "https://hhs.iowa.gov/medicaid/about-medicaid/medicaid-projects/home-project/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Iowa makes an independent support broker optional but requires an approved financial management services provider for CCO.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s26-ia-cco-current-support", "source_url": "https://hhs.iowa.gov/medicaid/about-medicaid/medicaid-projects/home-project/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Iowa directs interested CCO members to their case manager for information and enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s26-ia-cco-enrollment", "source_url": "https://hhs.iowa.gov/medicaid/about-medicaid/medicaid-projects/home-project/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Iowa CCO describes hiring family members or friends for personal assistance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Iowa Department of Health and Human Services", "slug": "s26-ia-cco-family-workers", "source_url": "https://hhs.iowa.gov/media/6542/download", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Idaho self-direction services begin after the department approves the support and spending plan.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s26-id-approved-spending-plan", "source_url": "https://healthandwelfare.idaho.gov/services-programs/medicaid-health/self-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Idaho directs self-direction applicants to its Developmental Disability Services application information.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s26-id-dd-application-route", "source_url": "https://healthandwelfare.idaho.gov/services-programs/medicaid-health/self-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Idaho ended Family Personal Care Services and no longer permits legally responsible individuals as paid caregivers under that route.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s26-id-family-pcs-ended", "source_url": "https://healthandwelfare.idaho.gov/providers/home-and-community-based-long-term-care/long-term-care-provider-enrollment-and-general", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Idaho My Voice, My Choice lets DD Waiver members manage a Medicaid budget and hire their own staff.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Idaho Department of Health and Welfare", "slug": "s26-id-my-voice-my-choice", "source_url": "https://healthandwelfare.idaho.gov/services-programs/medicaid-health/self-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Illinois directs people to their Care Coordination Unit and its provider locator or Senior HelpLine.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Illinois Department on Aging", "slug": "s26-il-ccu-provider-contact", "source_url": "https://ilaging.illinois.gov/programs/homemaker.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Illinois Community Care Program in-home services provide household help and assistance with personal care.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Illinois Department on Aging", "slug": "s26-il-in-home-services", "source_url": "https://ilaging.illinois.gov/programs/homemaker.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Illinois CCP providers may hire qualified relatives after screening and training, but not every provider employs relatives.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Illinois Department on Aging", "slug": "s26-il-provider-family-employment", "source_url": "https://ilaging.illinois.gov/programs/homemaker.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Indiana publishes SFC under its PathWays and Health and Wellness programs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Indiana Family and Social Services Administration", "slug": "s26-in-pathways-health-wellness", "source_url": "https://www.in.gov/fssa/ompp/files/Structured-Family-Caregiving.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Indiana tells PathWays members seeking home support to contact their health plan for assessment and service coordination.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Indiana Family and Social Services Administration", "slug": "s26-in-pathways-service-route", "source_url": "https://www.in.gov/pathways/frequently-asked-questions/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Indiana SFC can pay a caregiver who lives with the person and completes provider training and qualification requirements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Indiana Family and Social Services Administration", "slug": "s26-in-structured-family-caregiving", "source_url": "https://www.in.gov/fssa/ompp/files/Structured-Family-Caregiving.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "KDHE Division of Health Care Finance develops Kansas medical assistance policy.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kansas Department of Health and Environment", "slug": "s26-ks-kdhe-office-routing", "source_url": "https://khap.kdhe.ks.gov/kfmam/main.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Kentucky directs people interested in PDS enrollment to their case manager.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kentucky Cabinet for Health and Family Services", "slug": "s26-ky-pds-ask", "source_url": "https://www.chfs.ky.gov/agencies/dms/dca/Pages/cdo.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Kentucky PDS permits certain family members subject to employee qualifications.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kentucky Cabinet for Health and Family Services", "slug": "s26-ky-pds-family", "source_url": "https://www.chfs.ky.gov/agencies/dms/dca/Pages/cdo.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Kentucky offers Participant-Directed Services to participants in specified Medicaid waivers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kentucky Cabinet for Health and Family Services", "slug": "s26-ky-pds-program", "source_url": "https://www.chfs.ky.gov/agencies/dms/dca/Pages/cdo.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "A Kentucky PDS representative cannot charge for their help or be a paid employee.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kentucky Cabinet for Health and Family Services", "slug": "s26-ky-pds-representative", "source_url": "https://www.chfs.ky.gov/agencies/dms/dca/Pages/cdo.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Kentucky PDS covers participant-selected providers for non-medical and non-residential waiver services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Kentucky Cabinet for Health and Family Services", "slug": "s26-ky-pds-services", "source_url": "https://www.chfs.ky.gov/agencies/dms/dca/Pages/cdo.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Personal Assistance Services is the Community Choices Waiver service that can be self-directed.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Louisiana Department of Health", "slug": "s26-la-ccw-pas", "source_url": "https://www.ldh.la.gov/assets/docs/OAAS/SelfDirection/Self-Direction-Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Louisiana offers self-direction to Community Choices Waiver participants.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Louisiana Department of Health", "slug": "s26-la-ccw-self-direction", "source_url": "https://www.ldh.la.gov/assets/docs/OAAS/SelfDirection/Self-Direction-Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "A spouse needs extraordinary-care approval from OAAS to be a CCW self-direction employee.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Louisiana Department of Health", "slug": "s26-la-ccw-spouse", "source_url": "https://www.ldh.la.gov/assets/docs/OAAS/SelfDirection/Self-Direction-Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "A CCW participant's support coordinator assists with self-direction enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Louisiana Department of Health", "slug": "s26-la-ccw-support-coordinator", "source_url": "https://www.ldh.la.gov/assets/docs/OAAS/SelfDirection/Self-Direction-Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "The CCW self-direction handbook excludes the participant, employer and responsible representative from being the employee.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Louisiana Department of Health", "slug": "s26-la-ccw-worker-exclusions", "source_url": "https://www.ldh.la.gov/assets/docs/OAAS/SelfDirection/Self-Direction-Handbook.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "MassHealth PCAs assist with activities of daily living.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "MassHealth", "slug": "s26-ma-pca-daily-living", "source_url": "https://www.mass.gov/masshealth-personal-care-attendant-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "MassHealth directs people to a local PCM agency for PCA information or enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "MassHealth", "slug": "s26-ma-pca-enrollment", "source_url": "https://www.mass.gov/masshealth-personal-care-attendant-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "MassHealth PCA funds personal care attendants for people with permanent or chronic disabilities.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "MassHealth", "slug": "s26-ma-pca-program", "source_url": "https://www.mass.gov/masshealth-personal-care-attendant-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Massachusetts excludes spouses, parents or foster parents of minors, and surrogates from being hired as PCAs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Personal Care Attendant Workforce Council", "slug": "s26-ma-pca-worker-restrictions", "source_url": "https://www.mass.gov/info-details/become-a-pca-today", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maryland Community First Choice is a state-plan home and community-based services benefit.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maryland Department of Health", "slug": "s26-md-community-first-choice", "source_url": "https://health.maryland.gov/mmcp/ltss/Pages/community-first-choice.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maryland publishes Maryland Access Point and CFC contact routes for applying.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maryland Department of Health", "slug": "s26-md-community-first-choice-contact", "source_url": "https://health.maryland.gov/mmcp/ltss/Pages/community-first-choice.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maryland lists personal assistance and other supports among possible Community First Choice services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maryland Department of Health", "slug": "s26-md-community-first-choice-services", "source_url": "https://health.maryland.gov/mmcp/ltss/Pages/community-first-choice.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maine directs people interested in self-direction to their case manager.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maine Department of Health and Human Services", "slug": "s26-me-self-direction-case-manager", "source_url": "https://www.maine.gov/dhhs/oads/get-support/adults-intellectual-disability-and-autism/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maine permits family or friends as self-direction workers subject to training and background checks.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maine Department of Health and Human Services", "slug": "s26-me-self-direction-family", "source_url": "https://www.maine.gov/dhhs/oads/get-support/adults-intellectual-disability-and-autism/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maine lists home support and other supports that can be self-directed.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maine Department of Health and Human Services", "slug": "s26-me-self-direction-services", "source_url": "https://www.maine.gov/dhhs/oads/get-support/adults-intellectual-disability-and-autism/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Maine offers self-directed services through Sections 18, 20 and 29.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Maine Department of Health and Human Services", "slug": "s26-me-self-direction-waivers", "source_url": "https://www.maine.gov/dhhs/oads/get-support/adults-intellectual-disability-and-autism/self-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan offers Home Help for assessed Medicaid Fee for Service recipients.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan Home Help permits a qualifying adult family member or friend as an individual caregiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help-family", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan Home Help caregivers need CHAMPS enrollment and background checks to receive payment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help-provider-approval", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan accepts Home Help referrals through the resident's local county MDHHS office.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help-referral", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan Home Help pays for listed daily-living and household assistance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help-services", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Michigan excludes specified Home Help caregivers and requires CHAMPS approval before payment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Michigan Department of Health and Human Services", "slug": "s26-mi-home-help-worker-exclusions", "source_url": "https://www.michigan.gov/mdhhs/adult-child-serv/adults-and-seniors/independent", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Minnesota routes CFSS assessment requests by age and managed-care enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Minnesota Department of Human Services", "slug": "s26-mn-cfss-assessment", "source_url": "https://mn.gov/dhs/disability-aging/home-and-community-services/programs-and-services/cfss-faq-people/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Minnesota CFSS allows family members to serve as workers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Minnesota Department of Human Services", "slug": "s26-mn-cfss-family", "source_url": "https://mn.gov/dhs/disability-aging/home-and-community-services/programs-and-services/cfss-faq-people/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Minnesota CFSS supports people with disabilities, chronic illnesses and older adults at home.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Minnesota Department of Human Services", "slug": "s26-mn-cfss-program", "source_url": "https://mn.gov/dhs/disability-aging/home-and-community-services/programs-and-services/cfss-faq-people/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Minnesota CFSS supports daily living and permits goods, services and personal emergency response systems.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Minnesota Department of Human Services", "slug": "s26-mn-cfss-services", "source_url": "https://mn.gov/dhs/disability-aging/home-and-community-services/programs-and-services/cfss-faq-people/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Missouri CDS allows a family attendant other than the participant's spouse or legal guardian.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s26-mo-consumer-directed-family", "source_url": "https://health.mo.gov/book/export/html/3106", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Missouri offers Consumer Directed Services through its Division of Senior and Disability Services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s26-mo-consumer-directed-program", "source_url": "https://health.mo.gov/book/export/html/3106", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Missouri CDS participants must be able to direct their own care.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s26-mo-consumer-directed-self-direction", "source_url": "https://health.mo.gov/book/export/html/3106", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Missouri CDS provides daily-living and household assistance for people with physical disabilities.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s26-mo-consumer-directed-services", "source_url": "https://health.mo.gov/book/export/html/3106", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Missouri publishes an online HCBS referral route and a paper-referral email alternative.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Missouri Department of Health and Senior Services", "slug": "s26-mo-hcbs-referral", "source_url": "https://health.mo.gov/book/export/html/4131", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Mississippi Medicaid publishes a contact-center route to request an application during its website outage.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Mississippi Division of Medicaid", "slug": "s26-ms-medicaid-contact", "source_url": "https://medicaid.ms.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Mississippi Medicaid is using a temporary official website during a vendor outage.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Mississippi Division of Medicaid", "slug": "s26-ms-temporary-official-site", "source_url": "https://medicaid.ms.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Montana offers agency-based and self-directed CFCS and PCS service delivery.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s26-mt-cfcs-pcs-models", "source_url": "https://dphhs.mt.gov/SLTC/csb/CFCS-PCS", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Montana CFCS and PCS provide long-term support in the home setting.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s26-mt-cfcs-pcs-program", "source_url": "https://dphhs.mt.gov/SLTC/csb/CFCS-PCS", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Montana regional program officers provide CFCS and PCS referral information.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s26-mt-cfcs-pcs-referral", "source_url": "https://dphhs.mt.gov/SLTC/csb/CFCS-PCS", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Montana lists personal-care tasks and medical escort among CFCS and PCS services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Montana Department of Public Health and Human Services", "slug": "s26-mt-cfcs-pcs-services", "source_url": "https://dphhs.mt.gov/SLTC/csb/CFCS-PCS", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Carolina CAP/DA consumer direction lets a beneficiary or designated representative direct personal care as employer of record.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "NC Medicaid", "slug": "s26-nc-capda-consumer-direction", "source_url": "https://medicaid.ncdhhs.gov/providers/programs-and-services/long-term-care/community-alternatives-program-disabled-adults-capda", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Carolina CAP/DA is a Medicaid home and community-based waiver program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "NC Medicaid", "slug": "s26-nc-capda-program", "source_url": "https://medicaid.ncdhhs.gov/providers/programs-and-services/long-term-care/community-alternatives-program-disabled-adults-capda", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Carolina directs applicants to their county CAP/DA case management entity for a referral.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "NC Medicaid", "slug": "s26-nc-capda-referral", "source_url": "https://medicaid.ncdhhs.gov/providers/programs-and-services/long-term-care/community-alternatives-program-disabled-adults-capda", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Carolina CAP/DA lists home aide, respite, personal assistance and other services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "NC Medicaid", "slug": "s26-nc-capda-services", "source_url": "https://medicaid.ncdhhs.gov/providers/programs-and-services/long-term-care/community-alternatives-program-disabled-adults-capda", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Dakota directs applicants to the Family Paid Caregiver Portal.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s26-nd-apply", "source_url": "https://www.hhs.nd.gov/individuals-disabilities/family-paid-caregiver-pilot-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Dakota describes possible payment to legally responsible family members for extraordinary care under the listed waivers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s26-nd-extraordinary-care", "source_url": "https://www.hhs.nd.gov/individuals-disabilities/family-paid-caregiver-pilot-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Dakota defines extraordinary care as care beyond typical legally responsible family care.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s26-nd-extraordinary-definition", "source_url": "https://www.hhs.nd.gov/individuals-disabilities/family-paid-caregiver-pilot-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Dakota says new applications may be processed as funds become available.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s26-nd-funding-limit", "source_url": "https://www.hhs.nd.gov/individuals-disabilities/family-paid-caregiver-pilot-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "North Dakota identifies its Family Paid Caregiver Pilot Program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "North Dakota Health and Human Services", "slug": "s26-nd-program", "source_url": "https://www.hhs.nd.gov/individuals-disabilities/family-paid-caregiver-pilot-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nebraska directs people seeking Personal Assistance Services to iServe for assessment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nebraska Department of Health and Human Services", "slug": "s26-ne-personal-assistance-assessment", "source_url": "https://dhhs.ne.gov/Pages/Medicaid-Home-and-Community-Based-Programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nebraska permits qualified family providers who are not legally responsible for the person.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nebraska Department of Health and Human Services", "slug": "s26-ne-personal-assistance-family", "source_url": "https://dhhs.ne.gov/Pages/Medicaid-Home-and-Community-Based-Programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nebraska Medicaid publishes Personal Assistance Services for people with chronic medical conditions or disabilities.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nebraska Department of Health and Human Services", "slug": "s26-ne-personal-assistance-program", "source_url": "https://dhhs.ne.gov/Pages/Medicaid-Home-and-Community-Based-Programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nebraska Personal Assistance Services helps with daily activities such as bathing and dressing.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nebraska Department of Health and Human Services", "slug": "s26-ne-personal-assistance-services", "source_url": "https://dhhs.ne.gov/Pages/Medicaid-Home-and-Community-Based-Programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New Jersey directs MCO members to request a PCA assessment for PPP enrollment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Jersey Department of Human Services", "slug": "s26-nj-personal-preference-assessment", "source_url": "https://nj.gov/humanservices/dmahs/individuals-families/njppp.shtml", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New Jersey PPP is an option for NJ FamilyCare members who qualify for PCA services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Jersey Department of Human Services", "slug": "s26-nj-personal-preference-program", "source_url": "https://nj.gov/humanservices/dmahs/individuals-families/njppp.shtml", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New Jersey PCA services include bathing, dressing, meal preparation and light housekeeping.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Jersey Department of Human Services", "slug": "s26-nj-personal-preference-services", "source_url": "https://nj.gov/humanservices/dmahs/individuals-families/njppp.shtml", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New Jersey PPP permits hiring relatives, friends or neighbors.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Jersey Department of Human Services", "slug": "s26-nj-personal-preference-workers", "source_url": "https://nj.gov/humanservices/dmahs/individuals-families/njppp.shtml", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare uses an online application that begins with account registration.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-application", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare financial assistance is described for caregivers helping friends or family members.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-family", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare offers caregiver financial assistance and training.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-program", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare publishes age and care-need eligibility requirements.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-requirements", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare application submission does not establish eligibility or service approval.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-review", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New MexiCare supports caregivers assisting with daily activities due to physical or cognitive limitations.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New Mexico Aging and Long-Term Services Department", "slug": "s26-nm-new-mexicare-support", "source_url": "https://www.aging.nm.gov/long-term-care/new-mexicare/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes agency and self-directed PCS provider models.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nevada Medicaid", "slug": "s26-nv-personal-care-models", "source_url": "https://www.nevadamedicaid.nv.gov/programs/long-term-services-support/personal-care-services/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nevada PCS supports independent living at home through daily-living assistance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nevada Medicaid", "slug": "s26-nv-personal-care-program", "source_url": "https://www.nevadamedicaid.nv.gov/programs/long-term-services-support/personal-care-services/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nevada publishes a fiscal-agent phone route for initial PCS requests.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nevada Medicaid", "slug": "s26-nv-personal-care-request", "source_url": "https://www.nevadamedicaid.nv.gov/programs/long-term-services-support/personal-care-services/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Nevada PCS covers assessed daily-living assistance subject to prior authorization.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Nevada Medicaid", "slug": "s26-nv-personal-care-services", "source_url": "https://www.nevadamedicaid.nv.gov/programs/long-term-services-support/personal-care-services/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New York CDPAP consumers may contact their managed-care plan or local social services department.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New York State Department of Health", "slug": "s26-ny-cdpap-contact", "source_url": "https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New York CDPAP allows specified family assistants but excludes spouses, designated representatives and parents of consumers under 21.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New York State Department of Health", "slug": "s26-ny-cdpap-family", "source_url": "https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New York CDPAP lets eligible Medicaid members choose and hire a personal assistant.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New York State Department of Health", "slug": "s26-ny-cdpap-program", "source_url": "https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New York CDPAP can provide personal-care, home-health-aide or nursing services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New York State Department of Health", "slug": "s26-ny-cdpap-services", "source_url": "https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "New York requires CDPAP recipients to work with PPL as statewide fiscal intermediary.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "New York State Department of Health", "slug": "s26-ny-cdpap-statewide-fi", "source_url": "https://www.health.ny.gov/health_care/medicaid/program/longterm/cdpap/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Ohio directs people applying for or enrolled in PASSPORT to their case manager or local PASSPORT administrative agency.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Ohio Department of Aging", "slug": "s26-oh-apply", "source_url": "https://aging.ohio.gov/care-and-living/get-help/home-and-community-care/passport-participant-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Ohio permits qualified adult family providers and conditions spouse or legally designated relative hiring on case-manager review and specified rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Ohio Department of Aging", "slug": "s26-oh-family-conditions", "source_url": "https://aging.ohio.gov/care-and-living/get-help/home-and-community-care/passport-participant-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Ohio offers participant direction within the PASSPORT Medicaid Waiver Program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Ohio Department of Aging", "slug": "s26-oh-program", "source_url": "https://aging.ohio.gov/care-and-living/get-help/home-and-community-care/passport-participant-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Ohio identifies Choices Home Care Attendant and Consumer-Directed Personal Care as participant direction options.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Ohio Department of Aging", "slug": "s26-oh-services", "source_url": "https://aging.ohio.gov/care-and-living/get-help/home-and-community-care/passport-participant-direction", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oklahoma directs interested ADvantage members to their case manager or CDPASS office.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oklahoma Human Services", "slug": "s26-ok-apply", "source_url": "https://oklahoma.gov/content/dam/ok/en/okdhs/documents/okdhs-publication-library/10-02_Self-GuidedOrientationADvantageProgramCD-Pass_cap_01062022.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oklahoma describes family hiring restrictions and background checks in its CDPASS orientation.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oklahoma Human Services", "slug": "s26-ok-family-conditions", "source_url": "https://oklahoma.gov/content/dam/ok/en/okdhs/documents/okdhs-publication-library/10-02_Self-GuidedOrientationADvantageProgramCD-Pass_cap_01062022.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oklahoma says CDPASS schedules and wages are developed within case-manager service-plan hours and wage limits.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oklahoma Human Services", "slug": "s26-ok-plan-hours", "source_url": "https://oklahoma.gov/okdhs/services/aging/cdpass.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oklahoma offers CDPASS to active ADvantage and Medically Fragile Waiver members.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oklahoma Human Services", "slug": "s26-ok-program", "source_url": "https://oklahoma.gov/okdhs/services/aging/cdpass.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oregon directs older adults and people with physical disabilities seeking Medicaid LTSS to an aging or disability office.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oregon Department of Human Services", "slug": "s26-or-apply", "source_url": "https://www.oregon.gov/odhs/home-care-consumers/pages/default.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oregon says Independent Choices provides a monthly benefit for hiring and paying in-home workers, including spouses or other family members.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oregon Department of Human Services", "slug": "s26-or-family-cash-benefit", "source_url": "https://www.oregon.gov/odhs/home-care-consumers/pages/default.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Oregon identifies the Independent Choices Program as an option for Medicaid LTSS recipients.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Oregon Department of Human Services", "slug": "s26-or-program", "source_url": "https://www.oregon.gov/odhs/home-care-consumers/pages/default.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania links online Medicaid applications through COMPASS.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Pennsylvania Department of Human Services", "slug": "s26-pa-apply", "source_url": "https://www.pa.gov/agencies/dhs/resources/medicaid/chc", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania describes CHC as coordinating health care coverage for eligible participants.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Pennsylvania Department of Human Services", "slug": "s26-pa-coverage", "source_url": "https://www.pa.gov/agencies/dhs/resources/medicaid/chc", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Pennsylvania identifies Community HealthChoices.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Pennsylvania Department of Human Services", "slug": "s26-pa-program", "source_url": "https://www.pa.gov/agencies/dhs/resources/medicaid/chc", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Rhode Island provides a Personal Choice information contact and community partner agencies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Rhode Island Executive Office of Health and Human Services", "slug": "s26-ri-contact", "source_url": "https://eohhs.ri.gov/consumer/healthcare/long-term-services-and-supports/personal-choice-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Rhode Island offers Personal Choice as a self-directed Medicaid LTSS option for care at home.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Rhode Island Executive Office of Health and Human Services", "slug": "s26-ri-program", "source_url": "https://eohhs.ri.gov/consumer/healthcare/long-term-services-and-supports/personal-choice-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Rhode Island describes Personal Choice services and assistance with paying the chosen caregiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Rhode Island Executive Office of Health and Human Services", "slug": "s26-ri-services", "source_url": "https://eohhs.ri.gov/consumer/healthcare/long-term-services-and-supports/personal-choice-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "South Carolina links its waiver overview chart for program descriptions and application instructions.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "South Carolina Department of Health and Human Services", "slug": "s26-sc-apply", "source_url": "https://www.scdhhs.gov/resources/waivers", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "South Carolina describes its Community Choices waiver as a home-services alternative to nursing home residence.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "South Carolina Department of Health and Human Services", "slug": "s26-sc-program", "source_url": "https://www.scdhhs.gov/resources/waivers/community-choices-cc-waiver", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "South Dakota describes ADLS personal attendant services and possible payment to qualified family or friends.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "South Dakota Department of Social Services", "slug": "s26-sd-attendant-family", "source_url": "https://dss.sd.gov/economicassistance/medical_programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "South Dakota identifies an Assistive Daily Living Services waiver for individuals with quadriplegia.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "South Dakota Department of Social Services", "slug": "s26-sd-program", "source_url": "https://dss.sd.gov/economicassistance/medical_programs.aspx", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "TennCare permits qualified family or household members to be employed by provider agencies.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "TennCare", "slug": "s26-tn-agency-family", "source_url": "https://www.tn.gov/tenncare/long-term-services-supports/provider-agency-information-for-hiring-family-caregivers.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "TennCare directs long-term care inquiries to the health plan for members or an Area Agency on Aging and Disability for nonmembers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "TennCare", "slug": "s26-tn-apply", "source_url": "https://www.tn.gov/content/tn/tenncare/members-applicants/how-do-i-apply-for-tenncare.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "TennCare says its provider-agency guidance does not apply to consumer-directed workers and notes pending rules.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "TennCare", "slug": "s26-tn-direction-limit", "source_url": "https://www.tn.gov/tenncare/long-term-services-supports/provider-agency-information-for-hiring-family-caregivers.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "TennCare restricts court-appointed guardian or conservator employment and care above the person-centered plan.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "TennCare", "slug": "s26-tn-guardian-limits", "source_url": "https://www.tn.gov/tenncare/long-term-services-supports/provider-agency-information-for-hiring-family-caregivers.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "TennCare identifies CHOICES and other LTSS waivers in its provider-agency family caregiver guidance.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "TennCare", "slug": "s26-tn-program", "source_url": "https://www.tn.gov/tenncare/long-term-services-supports/provider-agency-information-for-hiring-family-caregivers.html", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Texas conditions CDS on program services being available in the authorized service plan.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Texas Health and Human Services", "slug": "s26-tx-authorized-plan", "source_url": "https://fhb.hhs.texas.gov/handbooks/starplus-handbook/8200-consumer-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Texas requires MCO service coordinators to present service delivery option information.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Texas Health and Human Services", "slug": "s26-tx-coordinator", "source_url": "https://fhb.hhs.texas.gov/handbooks/starplus-handbook/8200-consumer-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Texas permits qualified relatives or legal guardians for PAS while excluding legally responsible individuals and spouses.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Texas Health and Human Services", "slug": "s26-tx-family-limits", "source_url": "https://fhb.hhs.texas.gov/handbooks/starplus-handbook/6100-home-community-based-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Texas describes the CDS option for STAR+PLUS and STAR+PLUS HCBS members.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Texas Health and Human Services", "slug": "s26-tx-program", "source_url": "https://fhb.hhs.texas.gov/handbooks/starplus-handbook/8200-consumer-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Texas lists personal assistance and CFC personal assistance or habilitation among STAR+PLUS CDS services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Texas Health and Human Services", "slug": "s26-tx-services", "source_url": "https://fhb.hhs.texas.gov/handbooks/starplus-handbook/8200-consumer-directed-services", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Utah limits Aging Waiver enrollment and services to assessed needs.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s26-ut-assessed-limits", "source_url": "https://medicaid.utah.gov/ltc-2/ag/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Utah lists personal attendant services under the Aging Waiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s26-ut-attendant-services", "source_url": "https://medicaid.utah.gov/ltc-2/ag/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Utah identifies its Aging Waiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s26-ut-program", "source_url": "https://medicaid.utah.gov/ltc-2/ag/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Utah lists respite care under the Aging Waiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Utah Department of Health and Human Services", "slug": "s26-ut-respite-services", "source_url": "https://medicaid.utah.gov/ltc-2/ag/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Virginia directs CCC Plus applicants to local social services for LTSS screening and requires Medicaid eligibility.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Virginia Department of Medical Assistance Services", "slug": "s26-va-apply", "source_url": "https://www.dmas.virginia.gov/for-members/benefits-and-services/waivers/ccc-plus-waiver/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Virginia permits extraordinary personal care by qualifying legally responsible individuals, with service and caregiver limits.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Virginia Department of Medical Assistance Services", "slug": "s26-va-lri-conditions", "source_url": "https://dmas.virginia.gov/for-members/benefits-and-services/waivers/legally-responsible-individuals/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "The caregiver and Veteran apply jointly for PCAFC, with online, mail and in-person routes.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-pcafc-apply", "source_url": "https://www.va.gov/family-and-caregiver-benefits/health-and-disability/comprehensive-assistance-for-family-caregivers/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "VA offers its PCAFC family caregiver program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-pcafc-program", "source_url": "https://www.va.gov/family-and-caregiver-benefits/health-and-disability/comprehensive-assistance-for-family-caregivers/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Eligible primary family caregivers may receive a monthly stipend under PCAFC.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-pcafc-stipend", "source_url": "https://www.va.gov/family-and-caregiver-benefits/health-and-disability/comprehensive-assistance-for-family-caregivers/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Virginia identifies its Commonwealth Coordinated Care Plus waiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Virginia Department of Medical Assistance Services", "slug": "s26-va-program", "source_url": "https://www.dmas.virginia.gov/for-members/benefits-and-services/waivers/ccc-plus-waiver/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Virginia offers agency-directed or consumer-directed personal care and respite under CCC Plus.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Virginia Department of Medical Assistance Services", "slug": "s26-va-services", "source_url": "https://www.dmas.virginia.gov/for-members/benefits-and-services/waivers/ccc-plus-waiver/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "A VA social worker can discuss Veteran-Directed Care and local availability.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-vdc-apply", "source_url": "https://www.va.gov/geriatrics/pages/Veteran-Directed_Care.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Veteran Directed Care depends on community-care eligibility, clinical criteria and local availability.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-vdc-availability", "source_url": "https://www.va.gov/geriatrics/pages/Veteran-Directed_Care.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Veteran Directed Care gives participants a service budget managed by the Veteran or representative.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-vdc-budget", "source_url": "https://www.va.gov/geriatrics/pages/Veteran-Directed_Care.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Veteran Directed Care may include hiring a family member or neighbor.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-vdc-family", "source_url": "https://www.va.gov/geriatrics/pages/Veteran-Directed_Care.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Veteran Directed Care offers consumer-directed home and community services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "U.S. Department of Veterans Affairs", "slug": "s26-va-vdc-program", "source_url": "https://www.va.gov/geriatrics/pages/Veteran-Directed_Care.asp", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Vermont directs application or financial eligibility questions to DVHA.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Vermont Department of Disabilities, Aging and Independent Living", "slug": "s26-vt-apply", "source_url": "https://asd.vermont.gov/sites/asd/files/documents/CFC_Brochure_Revised_February_2026.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Vermont offers Choices for Care for adults who meet its clinical and financial long-term care criteria.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Vermont Department of Disabilities, Aging and Independent Living", "slug": "s26-vt-program", "source_url": "https://asd.vermont.gov/services/choices-for-care-program", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Washington directs in-home Individual Provider applications to Consumer Direct Care Network Washington.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Washington State Department of Social and Health Services", "slug": "s26-wa-apply", "source_url": "https://www.dshs.wa.gov/adult-and-aging-services/caregiving-resources/becoming-paid-caregiver", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Washington permits family caregiving for Medicaid LTSS recipients while excluding spouse payment under that program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Washington State Department of Social and Health Services", "slug": "s26-wa-family-conditions", "source_url": "https://www.dshs.wa.gov/adult-and-aging-services/caregiving-resources/becoming-paid-caregiver", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Washington describes Individual Provider employment through CDWA, including paid family caregivers.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Washington State Department of Social and Health Services", "slug": "s26-wa-program", "source_url": "https://www.dshs.wa.gov/adult-and-aging-services/caregiving-resources/becoming-paid-caregiver", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Washington describes caregiver assistance with daily personal and household tasks.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Washington State Department of Social and Health Services", "slug": "s26-wa-services", "source_url": "https://www.dshs.wa.gov/adult-and-aging-services/caregiving-resources/becoming-paid-caregiver", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wisconsin starts IRIS enrollment through a local ADRC or Tribal ADRS.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s26-wi-apply", "source_url": "https://www.dhs.wisconsin.gov/iris/enroll.htm", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wisconsin permits qualified family, friends or other workers in IRIS, with background checks and approval before payment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s26-wi-family-conditions", "source_url": "https://www.dhs.wisconsin.gov/publications/p0/p00088m.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wisconsin identifies IRIS as a self-directed Medicaid long-term care program.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s26-wi-program", "source_url": "https://www.dhs.wisconsin.gov/iris/enroll.htm", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wisconsin lists transportation and supportive home care among IRIS services.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wisconsin Department of Health Services", "slug": "s26-wi-services", "source_url": "https://www.dhs.wisconsin.gov/publications/p0/p00088m.pdf", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "West Virginia starts ADW applications with a Medical Necessity Evaluation Request completed by a specified medical professional.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "West Virginia Bureau of Senior Services", "slug": "s26-wv-apply", "source_url": "https://adwprogram.wv.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "West Virginia describes ADW personal attendant help with personal care and meals.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "West Virginia Bureau of Senior Services", "slug": "s26-wv-personal-attendant", "source_url": "https://adwprogram.wv.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "West Virginia permits Personal Options self-direction but excludes hiring a spouse or legal guardian as staff.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "West Virginia Bureau of Senior Services", "slug": "s26-wv-personal-options-limits", "source_url": "https://adwprogram.wv.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "West Virginia describes its Aged and Disabled Waiver as an in-home and community care option.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "West Virginia Bureau of Senior Services", "slug": "s26-wv-program", "source_url": "https://adwprogram.wv.gov/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wyoming provides CCW application steps including a case management agency, application and LT101 assessment.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wyoming Department of Health", "slug": "s26-wy-apply", "source_url": "https://health.wyo.gov/healthcarefin/hcbs/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-23", "claim": "Wyoming identifies the Community Choices Waiver.", "next_check_on": "2027-01-23", "page": "https://planbeforeyoudie.app/guides/paid-family-caregiver-programs-by-state", "publisher": "Wyoming Department of Health", "slug": "s26-wy-program", "source_url": "https://health.wyo.gov/healthcarefin/hcbs/", "topic": "s26-caregiver-programs" }, { "checked_on": "2026-10-14", "claim": "While you are able, you can name up to three people Social Security would consider first to manage your benefits if you ever can't. This is called advance designation of a representative payee.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-advance-designation", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-15", "claim": "Social Security offers advance designation to capable adults and emancipated minors applying for or receiving Social Security benefits, SSI, or Special Veterans Benefits.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation", "publisher": "Social Security Administration", "slug": "ssa-advance-designation-eligibility", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-15", "claim": "Advance designation records your choices but does not appoint a representative payee.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-choice-not-appointment", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-15", "claim": "Social Security considers your advance designees first and evaluates their suitability if a payee is needed.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation", "publisher": "Social Security Administration", "slug": "ssa-evaluates-designees", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-14", "claim": "You can make an advance designation in your my Social Security account, by phone at 1-800-772-1213, or at a local office.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation", "publisher": "Social Security Administration", "slug": "ssa-how-to-designate", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-22", "claim": "A surviving spouse may get a one-time Social Security death payment of $255.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-lump-sum-255", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies/lump-sum-death-payment", "topic": "social-security" }, { "checked_on": "2026-10-22", "claim": "The $255 death payment must be applied for within 2 years of the death.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/guides/after-a-death/spouse-died", "publisher": "Social Security Administration", "slug": "ssa-lump-sum-two-years", "source_url": "https://www.ssa.gov/personal-record/when-someone-dies/lump-sum-death-payment", "topic": "social-security" }, { "checked_on": "2026-10-14", "claim": "A power of attorney does not give someone authority to manage a person's Social Security benefits.", "next_check_on": "2027-10-14", "page": "https://planbeforeyoudie.app/hospital-week", "publisher": "Social Security Administration", "slug": "ssa-poa-not-enough", "source_url": "https://www.ssa.gov/payee/faqrep.htm", "topic": "social-security" }, { "checked_on": "2026-10-15", "claim": "You can update or withdraw your advance designation at any time.", "next_check_on": "2027-10-15", "page": "https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation", "publisher": "Social Security Administration", "slug": "ssa-update-withdraw", "source_url": "https://www.ssa.gov/payee/advance_designation.htm", "topic": "social-security" }, { "checked_on": "2026-10-15", "claim": "South Carolina asks owners to contact its program before signing a paid recovery agreement.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-carolina/unclaimed-money", "publisher": "South Carolina State Treasurer's Office", "slug": "south-carolina-unclaimed-before-finder-contract", "source_url": "https://southcarolina.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-carolina" }, { "checked_on": "2026-10-22", "claim": "South Carolina asks an estate's personal representative for a death record copy, a current probate order and ownership evidence.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "South Carolina State Treasurer's Office", "slug": "south-carolina-unclaimed-deceased-claim", "source_url": "https://southcarolina.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-carolina" }, { "checked_on": "2026-10-15", "claim": "South Carolina charges no fee for its unclaimed property service.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "South Carolina State Treasurer's Office", "slug": "south-carolina-unclaimed-direct-free", "source_url": "https://southcarolina.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-carolina" }, { "checked_on": "2026-10-15", "claim": "South Carolina imposes no time limit for an owner to claim unclaimed funds.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-carolina/unclaimed-money", "publisher": "South Carolina State Treasurer's Office", "slug": "south-carolina-unclaimed-no-deadline", "source_url": "https://southcarolina.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-carolina" }, { "checked_on": "2026-10-15", "claim": "South Carolina says claim review can take four to twelve weeks depending on complexity and documentation.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-carolina/unclaimed-money", "publisher": "South Carolina State Treasurer's Office", "slug": "south-carolina-unclaimed-review-range", "source_url": "https://southcarolina.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-carolina" }, { "checked_on": "2026-10-22", "claim": "South Dakota accepts court documents showing appointment as personal representative or executor for a deceased owner's claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "South Dakota State Treasurer", "slug": "south-dakota-unclaimed-deceased-claim", "source_url": "https://southdakota.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-dakota" }, { "checked_on": "2026-10-15", "claim": "South Dakota charges nothing to inquire about unclaimed property or file a claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "South Dakota State Treasurer", "slug": "south-dakota-unclaimed-filing-free", "source_url": "https://southdakota.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-dakota" }, { "checked_on": "2026-10-15", "claim": "South Dakota suggests contacting its office if a claimant hears nothing after three weeks.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-dakota/unclaimed-money", "publisher": "South Dakota State Treasurer", "slug": "south-dakota-unclaimed-followup-three-weeks", "source_url": "https://southdakota.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-dakota" }, { "checked_on": "2026-10-15", "claim": "South Dakota generally requires all claimants' signatures and identification, except when requesting only a partial payment.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-dakota/unclaimed-money", "publisher": "South Dakota State Treasurer", "slug": "south-dakota-unclaimed-partial-joint-payment", "source_url": "https://southdakota.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-dakota" }, { "checked_on": "2026-10-15", "claim": "South Dakota warns that stock transactions can have fees.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/south-dakota/unclaimed-money", "publisher": "South Dakota State Treasurer", "slug": "south-dakota-unclaimed-property-cost-exceptions", "source_url": "https://southdakota.findyourunclaimedproperty.com/app/faq-claim", "topic": "south-dakota" }, { "checked_on": "2026-10-15", "claim": "Tennessee requires a co-claimant's signature when requesting that evidence.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/tennessee/unclaimed-money", "publisher": "Tennessee Department of Treasury", "slug": "tennessee-unclaimed-co-claimant-signature", "source_url": "https://treasury.tn.gov/Unclaimed-Property/Claim-Unclaimed-Property/Prove-Your-Ownership/Examples-of-Evidence", "topic": "tennessee" }, { "checked_on": "2026-10-22", "claim": "Tennessee uses different additional evidence for payment to an estate and payment split between heirs.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Tennessee Department of Treasury", "slug": "tennessee-unclaimed-deceased-claim", "source_url": "https://treasury.tn.gov/Unclaimed-Property/Claim-Unclaimed-Property/Prove-Your-Ownership", "topic": "tennessee" }, { "checked_on": "2026-10-15", "claim": "Tennessee Treasury charges no fee to claim unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Tennessee Department of Treasury", "slug": "tennessee-unclaimed-direct-free", "source_url": "https://treasury.tn.gov/Unclaimed-Property/About-Unclaimed-Property/Ways-We-Notify-You", "topic": "tennessee" }, { "checked_on": "2026-10-15", "claim": "Tennessee mails the check to the address supplied on the claim form.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/tennessee/unclaimed-money", "publisher": "Tennessee Department of Treasury", "slug": "tennessee-unclaimed-mailing-address", "source_url": "https://treasury.tn.gov/Unclaimed-Property/Claim-Unclaimed-Property/Prove-Your-Ownership", "topic": "tennessee" }, { "checked_on": "2026-10-15", "claim": "Tennessee requires evidence connecting a claimant with the specific reported property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/tennessee/unclaimed-money", "publisher": "Tennessee Department of Treasury", "slug": "tennessee-unclaimed-ownership-connection", "source_url": "https://treasury.tn.gov/Unclaimed-Property/Claim-Unclaimed-Property/Prove-Your-Ownership", "topic": "tennessee" }, { "checked_on": "2026-10-22", "claim": "Texas lists an Affidavit of Heirship for non-probate heirship claims worth $10,000 or less.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Texas Comptroller of Public Accounts", "slug": "audit-texas-deceased-claim", "source_url": "https://www.claimittexas.gov/app/claim-forms", "topic": "texas" }, { "checked_on": "2026-10-15", "claim": "Texas sends unclaimed property payments by paper check through USPS.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/texas/unclaimed-money", "publisher": "Texas Comptroller of Public Accounts", "slug": "texas-unclaimed-check-payment", "source_url": "https://www.claimittexas.gov/", "topic": "texas" }, { "checked_on": "2026-10-22", "claim": "Texas uses the claimant's relationship to the owner to provide the appropriate claim details.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/states/texas/unclaimed-money", "publisher": "Texas Comptroller of Public Accounts", "slug": "texas-unclaimed-claim-relationship", "source_url": "https://www.claimittexas.gov/app/claim/how-to-submit", "topic": "texas" }, { "checked_on": "2026-10-15", "claim": "Texas directs people to ClaimItTexas.gov to search for unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Texas Comptroller of Public Accounts", "slug": "texas-unclaimed-official-search", "source_url": "https://comptroller.texas.gov/programs/unclaimed/", "topic": "texas" }, { "checked_on": "2026-10-22", "claim": "Congress added Juneteenth National Independence Day to federal legal public holidays in 2021.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Government Publishing Office", "slug": "juneteenth-enacted-2021", "source_url": "https://www.govinfo.gov/content/pkg/PLAW-117publ17/html/PLAW-117publ17.htm", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Christmas Day falls on December 25.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-christmas", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Columbus Day falls on the second Monday in October.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-columbus", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Independence Day falls on July 4.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-independence", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Juneteenth National Independence Day falls on June 19.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-juneteenth", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Labor Day falls on the first Monday in September.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-labor", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Memorial Day falls on the last Monday in May.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-memorial", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "The federal holiday honoring Martin Luther King, Jr. is the third Monday in January.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-mlk", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "New Year's Day falls on January 1.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-new-year", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Thanksgiving Day falls on the fourth Thursday in November.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-thanksgiving", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Veterans Day falls on November 11.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-veterans", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "The federal Washington's Birthday holiday is the third Monday in February.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-washington", "source_url": "https://www.opm.gov/frequently-asked-questions/pay-and-leave-faq/pay-administration/what-are-federal-holidays/?os=v", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "OPM says most federal employees observe a Sunday holiday on Monday and a Saturday holiday on Friday.", "next_check_on": "2027-01-22", "page": "https://planbeforeyoudie.app/tools/after-death-deadlines", "publisher": "U.S. Office of Personnel Management", "slug": "opm-holiday-weekend-observation", "source_url": "https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/", "topic": "tool-kit" }, { "checked_on": "2026-10-22", "claim": "Utah asks for documents showing your relationship or right to claim a deceased person's property.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Utah Office of the State Treasurer", "slug": "utah-unclaimed-deceased-claim", "source_url": "https://mycash.utah.gov/app/faq-claim", "topic": "utah" }, { "checked_on": "2026-10-15", "claim": "Utah asks for both an upload and the original mailed form when its notarization instructions apply.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/utah/unclaimed-money", "publisher": "Utah Office of the State Treasurer", "slug": "utah-unclaimed-notarized-original", "source_url": "https://mycash.utah.gov/app/faq-claim", "topic": "utah" }, { "checked_on": "2026-10-15", "claim": "Utah requires the original signature on a claim form before processing payment.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/utah/unclaimed-money", "publisher": "Utah Office of the State Treasurer", "slug": "utah-unclaimed-original-signature", "source_url": "https://mycash.utah.gov/app/faq-claim", "topic": "utah" }, { "checked_on": "2026-10-15", "claim": "Utah says its unclaimed property program has no charge or fee.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Utah Office of the State Treasurer", "slug": "utah-unclaimed-program-fee", "source_url": "https://mycash.utah.gov/app/faq-claim", "topic": "utah" }, { "checked_on": "2026-10-15", "claim": "Utah warns that some unclaimed property claims can take up to 90 days.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/utah/unclaimed-money", "publisher": "Utah Office of the State Treasurer", "slug": "utah-unclaimed-review-time", "source_url": "https://mycash.utah.gov/app/faq-claim", "topic": "utah" }, { "checked_on": "2026-10-22", "claim": "Verizon asks callers to have the account owner's name, the mobile number and the Verizon account PIN ready.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/verizon-after-a-death", "publisher": "Verizon", "slug": "verizon-call-details", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "verizon" }, { "checked_on": "2026-10-22", "claim": "Verizon tells an estate executor to call 800-922-0204 or visit a Verizon store to disconnect a line or close the account.", "next_check_on": "2027-01-21", "page": "https://planbeforeyoudie.app/guides/phones/verizon-after-a-death", "publisher": "Verizon", "slug": "verizon-executor-phone", "source_url": "https://www.verizon.com/support/deceased-account-handling/", "topic": "verizon" }, { "checked_on": "2026-10-22", "claim": "Vermont's deceased-owner instructions ask for a copy of the certified death record and the original owner's obituary.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Vermont Office of the State Treasurer", "slug": "vermont-unclaimed-deceased-claim", "source_url": "https://www.vermonttreasurer.gov/sites/treasurer/files/UnclaimedProperty/unclaimed-property-forms/VermontClaimForm202311.pdf", "topic": "vermont" }, { "checked_on": "2026-10-15", "claim": "Vermont charges nothing when an owner works directly with the State Treasurer's unclaimed property service.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Vermont State Treasurer's Office", "slug": "vermont-unclaimed-direct-free", "source_url": "https://www.vermonttreasurer.gov/sites/treasurer/files/UnclaimedProperty/unclaimed-property-forms/VermontClaimForm.pdf", "topic": "vermont" }, { "checked_on": "2026-10-15", "claim": "Vermont's claim instructions do not accept tax returns as Social Security number evidence.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/vermont/unclaimed-money", "publisher": "Vermont State Treasurer's Office", "slug": "vermont-unclaimed-no-tax-return-proof", "source_url": "https://www.vermonttreasurer.gov/sites/treasurer/files/UnclaimedProperty/unclaimed-property-forms/VermontClaimForm.pdf", "topic": "vermont" }, { "checked_on": "2026-10-15", "claim": "Vermont's claim instructions require a notary when the amount is above $200.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/vermont/unclaimed-money", "publisher": "Vermont State Treasurer's Office", "slug": "vermont-unclaimed-notary-over-200", "source_url": "https://www.vermonttreasurer.gov/sites/treasurer/files/UnclaimedProperty/unclaimed-property-forms/VermontClaimForm.pdf", "topic": "vermont" }, { "checked_on": "2026-10-15", "claim": "Vermont usually allows original owners to claim property below $200 online without mailing documents.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/vermont/unclaimed-money", "publisher": "Vermont State Treasurer's Office", "slug": "vermont-unclaimed-small-owner-online", "source_url": "https://www.vermonttreasurer.gov/content/unclaimed-property", "topic": "vermont" }, { "checked_on": "2026-10-22", "claim": "Virginia requires evidence of entitlement and the prescribed claim form when the reported property owner has died.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Virginia General Assembly", "slug": "virginia-unclaimed-deceased-claim", "source_url": "https://law.lis.virginia.gov/vacode/title55.1/chapter25/section55.1-2532/", "topic": "virginia" }, { "checked_on": "2026-10-15", "claim": "Virginia provides its unclaimed property search and claim service for free.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Virginia Department of the Treasury", "slug": "virginia-unclaimed-direct-free", "source_url": "https://www.vamoneysearch.gov/app/claim-search", "topic": "virginia" }, { "checked_on": "2026-10-15", "claim": "Virginia lists a claim's required evidence on the emailed claim-form attachment.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/virginia/unclaimed-money", "publisher": "Virginia Department of the Treasury", "slug": "virginia-unclaimed-evidence-checklist", "source_url": "https://www.vamoneysearch.gov/app/claim/how-to-complete", "topic": "virginia" }, { "checked_on": "2026-10-15", "claim": "Virginia says tangible property claims cannot be processed until January 2027 during its relocation.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/virginia/unclaimed-money", "publisher": "Virginia Department of the Treasury", "slug": "virginia-unclaimed-tangible-delay", "source_url": "https://www.vamoneysearch.gov/", "topic": "virginia" }, { "checked_on": "2026-10-15", "claim": "Virginia suspends unclaimed property walk-in assistance from October 19, 2026 until further notice.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/virginia/unclaimed-money", "publisher": "Virginia Department of the Treasury", "slug": "virginia-unclaimed-walk-in-suspension", "source_url": "https://www.vamoneysearch.gov/", "topic": "virginia" }, { "checked_on": "2026-10-22", "claim": "Washington lists heirs, beneficiaries and personal representatives of estates in probate among those who can claim funds.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Washington State Department of Revenue", "slug": "washington-unclaimed-deceased-claim", "source_url": "https://ucp.dor.wa.gov/app/faq-claim", "topic": "washington" }, { "checked_on": "2026-10-15", "claim": "Washington charges no fee to access its unclaimed property data or file a claim.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Washington State Department of Revenue", "slug": "washington-unclaimed-direct-free", "source_url": "https://ucp.dor.wa.gov/app/faq-claim", "topic": "washington" }, { "checked_on": "2026-10-15", "claim": "Washington returns FDIC-reported unclaimed property after ten years, making it unavailable through the state program.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/washington/unclaimed-money", "publisher": "Washington State Department of Revenue", "slug": "washington-unclaimed-fdic-ten-years", "source_url": "https://ucp.dor.wa.gov/app/faq-claim", "topic": "washington" }, { "checked_on": "2026-10-15", "claim": "Washington requires a reporting-company connection when the property record has no address.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/washington/unclaimed-money", "publisher": "Washington State Department of Revenue", "slug": "washington-unclaimed-no-address-connection", "source_url": "https://ucp.dor.wa.gov/app/faq-claim", "topic": "washington" }, { "checked_on": "2026-10-15", "claim": "Washington requires each supporting claim document to be uploaded as a separate file.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/washington/unclaimed-money", "publisher": "Washington State Department of Revenue", "slug": "washington-unclaimed-separate-upload-files", "source_url": "https://ucp.dor.wa.gov/app/claim/how-to-complete", "topic": "washington" }, { "checked_on": "2026-10-22", "claim": "Washington, DC allows a court-appointed estate representative to submit a deceased-owner claim.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "DC Office of Finance and Treasury", "slug": "washington-dc-unclaimed-deceased-claim", "source_url": "https://dc.findyourunclaimedproperty.com/app/faq-claim", "topic": "washington-dc" }, { "checked_on": "2026-10-22", "claim": "West Virginia says heirs file a claim when a deceased owner's estate has closed.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "West Virginia State Treasurer's Office", "slug": "west-virginia-unclaimed-deceased-claim", "source_url": "https://www.wvunclaimedproperty.gov/app/faq-claim", "topic": "west-virginia" }, { "checked_on": "2026-10-15", "claim": "West Virginia charges no fee to search for or claim unclaimed property.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "West Virginia State Treasurer's Office", "slug": "west-virginia-unclaimed-direct-free", "source_url": "https://www.wvunclaimedproperty.gov/app/faq-claim", "topic": "west-virginia" }, { "checked_on": "2026-10-15", "claim": "West Virginia may request a reporting-company verification letter when other ownership evidence is exhausted.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/west-virginia/unclaimed-money", "publisher": "West Virginia State Treasurer's Office", "slug": "west-virginia-unclaimed-holder-verification", "source_url": "https://www.wvunclaimedproperty.gov/app/faq-claim", "topic": "west-virginia" }, { "checked_on": "2026-10-15", "claim": "West Virginia does not return documents mailed to the State Treasurer's Office.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/west-virginia/unclaimed-money", "publisher": "West Virginia State Treasurer's Office", "slug": "west-virginia-unclaimed-mailed-records-retained", "source_url": "https://www.wvunclaimedproperty.gov/app/claim/how-to-complete", "topic": "west-virginia" }, { "checked_on": "2026-10-15", "claim": "West Virginia withholds a property's dollar amount under its unclaimed property confidentiality rules.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/west-virginia/unclaimed-money", "publisher": "West Virginia State Treasurer's Office", "slug": "west-virginia-unclaimed-private-amount", "source_url": "https://www.wvunclaimedproperty.gov/app/faq-claim", "topic": "west-virginia" }, { "checked_on": "2026-10-22", "claim": "Wisconsin requires heirship claims to be filed electronically on its website.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Wisconsin Department of Revenue", "slug": "wisconsin-unclaimed-deceased-claim", "source_url": "https://www.revenue.wi.gov/Pages/FAQS/ucp-heirs.aspx", "topic": "wisconsin" }, { "checked_on": "2026-10-15", "claim": "Wisconsin returns unclaimed funds without charge when ownership or legal rights are proved.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Wisconsin Department of Revenue", "slug": "wisconsin-unclaimed-direct-free", "source_url": "https://www.revenue.wi.gov/Pages/FAQS/ucp-unclaimed-property.aspx", "topic": "wisconsin" }, { "checked_on": "2026-10-15", "claim": "Wisconsin's saved-draft confirmation code remains valid for sixty days.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wisconsin/unclaimed-money", "publisher": "Wisconsin Department of Revenue", "slug": "wisconsin-unclaimed-draft-sixty-days", "source_url": "https://www.revenue.wi.gov/Pages/UnclaimedProperty/Home.aspx", "topic": "wisconsin" }, { "checked_on": "2026-10-15", "claim": "Wisconsin's claim-status check requires the claim or confirmation number and the claim's ZIP code.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wisconsin/unclaimed-money", "publisher": "Wisconsin Department of Revenue", "slug": "wisconsin-unclaimed-status-number-zip", "source_url": "https://www.revenue.wi.gov/Pages/UnclaimedProperty/Home.aspx", "topic": "wisconsin" }, { "checked_on": "2026-10-15", "claim": "Wisconsin allows up to twenty properties per claim and requires a separate claim for each owner.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wisconsin/unclaimed-money", "publisher": "Wisconsin Department of Revenue", "slug": "wisconsin-unclaimed-twenty-properties", "source_url": "https://www.revenue.wi.gov/Pages/UnclaimedProperty/Home.aspx", "topic": "wisconsin" }, { "checked_on": "2026-10-15", "claim": "Wyoming tells claimants to expect an emailed claim form within thirty minutes after filing.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/money-finder", "publisher": "Wyoming State Treasurer's Office", "slug": "wyoming-unclaimed-claim-email", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "wyoming" }, { "checked_on": "2026-10-15", "claim": "Wyoming's evidence submission uses the Claim ID rather than a property's search ID.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wyoming/unclaimed-money", "publisher": "Wyoming State Treasurer's Office", "slug": "wyoming-unclaimed-claim-id-not-property-id", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "wyoming" }, { "checked_on": "2026-10-22", "claim": "Wyoming says deceased-owner claims typically take longer than standard owner claims.", "next_check_on": "2027-10-22", "page": "https://planbeforeyoudie.app/states/wyoming/unclaimed-money", "publisher": "Wyoming State Treasurer's Office", "slug": "wyoming-unclaimed-deceased-claim", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "wyoming" }, { "checked_on": "2026-10-15", "claim": "Wyoming pays claimants residing in the United States or Canada by check.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wyoming/unclaimed-money", "publisher": "Wyoming State Treasurer's Office", "slug": "wyoming-unclaimed-domestic-check-payment", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "wyoming" }, { "checked_on": "2026-10-15", "claim": "Wyoming warns that another document submission moves a claim to the back of its review queue.", "next_check_on": "2027-01-14", "page": "https://planbeforeyoudie.app/states/wyoming/unclaimed-money", "publisher": "Wyoming State Treasurer's Office", "slug": "wyoming-unclaimed-duplicate-documents", "source_url": "https://statetreasurer.wyo.gov/unclaimedfaq/", "topic": "wyoming" } ], "updated": "2026-10-24" }