Synopses & Reviews
Synopsis
The Executor's Guide shows someone who's wrapping up a loved one's estate how to proceed, step by step. It explains what must be done right away and what can wait, guiding readers through a land of unfamiliar legal procedures and terminology.
It covers:
- preparing for the job of executor or trustee
- the first steps to take
- claiming life insurance, Social Security, and other benefits
- making sense of a will
- what to do if there is no will
- how to determine whether probate is necessary --it may not be
- managing assets a child inherits
- taxes
- an overview of probate court proceedings
- what you can do to avoid disputes with family members
- handling trusts
- looking up your state's laws, and
- working with lawyers, appraisers, accountants and other experts.
The Executor's Guide contains tables that outline key points of each state's laws, the latest information on estate tax laws, example letters, and helpful worksheets.
Synopsis
The step-by-step guide to serving as an executor If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how.
A roadmap to follow. The Executor's Guide will lead you through an unfamiliar land of legal procedures and terminology. You'll learn what to do right away and what can wait. Find help on:
- preparing for the job of executor or trustee
- claiming life insurance, Social Security, and other benefits
- making sense of a will (and what to do if there is no will)
- determining whether probate is necessary
- filing taxes
- navigating probate court proceedings
- dealing with family members
- handling simple trusts, and
- working with lawyers, appraisers, accountants, and other experts.
The 9th edition contains updated tables outlining key points of each state's laws. Applies in all states except Louisiana.
With Downloadable Worksheets - download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).