The Executor's Guide: Settling a Loved One's Estate or Trust

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9781413319736: The Executor's Guide: Settling a Loved One's Estate or Trust

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
  • 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
  • filing taxes
  • probate court proceedings
  • dealing with family members
  • handling simple trusts
  • working with lawyers, appraisers, accountants and other experts

    State-specific information. The 6th edition contains updated tables outlining key points of each state’s laws, the latest information on estate taxes, plus worksheets that help you stay organized.
  • "synopsis" may belong to another edition of this title.

    About the Author:

    Mary Randolph earned her law degree from the Boalt Hall School of Law at the University of California, Berkeley. She is the author of The Executor's Guide: Settling Your Loved One's Estate or Trust, 8 Ways to Avoid Probate, Every Dog's Legal Guide: A Must-Have Book for Your Owner, and Deeds for California Real Estate. She is also a coauthor of the legal manual for Quicken WillMaker Plus. She has been a guest on The Today Show and has been interviewed by many publications, including the Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, and more.

    Review:

    "Mary Randolph, an editor at Nolo, a publisher of do-it-yourself legal guides and author of "The Executor's Guide," says it is a good idea to get a lawyer to help unwind a trust, especially if it will hold a significant amount of money. Trust owners can take some steps on their own—for example, going to a bank to change ownership of a trust-owned bank account back into their names as individuals. But if the trust holds a business or another asset, that could be more complicated. "If you've got some money to spend on attorney fees—and most people who have created AB trusts do—it can save you a lot of trouble later, "Ms. Randolph says." Wall Street Journal
    "Covers the gamut of estate chores and helps you get through them." Kiplinger's Retirement Report
    "Explains how to find state-specific information, and an appendix sorts legalities by state." Miami Herald
    "Provides a guide for executors and trustees, describing legal procedures and terminology, what to expect, decisions that will need to be made, and questions to ask." Reference & Research Book News
    "The Executor's Guide [is] a super-detailed, step-by-step book that's a must-read." Beth Fenner, CNN "More Money" blog

    "About this title" may belong to another edition of this title.

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