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

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Overview

Settling an estate can be like moving through a maze-let The Executor's Guide lead the way. If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead-especially when you're grieving. But with the right legal and practical information, you can do it.The Executor's Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal ...
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The Executor's Guide: Settling a Loved One's Estate or Trust

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Overview

Settling an estate can be like moving through a maze-let The Executor's Guide lead the way. If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead-especially when you're grieving. But with the right legal and practical information, you can do it.The Executor's Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal procedures and terminology. It explains:
*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
*caring for children and their property
*taxes
*an overview of probate court proceedings
*dealing with family members
*handling trusts
*looking up your state's laws
*working with lawyers, appraisers, accountants and other experts The 2nd edition contains updated tables outlining key points of each state's laws, the latest information on estate taxes and worksheets that help you stay organized and on track.
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Editorial Reviews

Miami Herald
"Explains how to find state-specific information, and an appendix sorts legalities by state."
Kiplinger's Retirement Report
"Covers the gamut of estate chores and helps you get through them."
Reference & Research Book News
"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."
Kiplinger's Retirement Report
"Covers the gamut of estate chores and helps you get through them."
Miami Herald
"Explains how to find state-specific information, and an appendix sorts legalities by state."
From the Publisher

""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

""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 

""Covers the gamut of estate chores and helps you get through them."" Kiplinger's Retirement Report 

""The Executor's Guide [is] a super-detailed, step-by-step book that's a must-read."" Beth Fenner, CNN ""More Money"" blog

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Product Details

  • ISBN-13: 9781413319736
  • Publisher: NOLO
  • Publication date: 2/28/2014
  • Edition description: Sixth Edition
  • Edition number: 6
  • Pages: 520
  • Sales rank: 130,134
  • Product dimensions: 6.90 (w) x 8.80 (h) x 1.00 (d)

Meet 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. She lives in the San Francisco Bay Area with her family.
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Table of Contents


Part I Getting Ready
The Executor’s Legal Companion
1. Overview
2. If You’re Asked to Be an Executor or Trustee
Part II  First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits. 75
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There’s No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn’t Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V  Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child’s Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index
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Customer Reviews

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( 10 )
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  • Anonymous

    Posted September 5, 2014

    Excellent Guide

    Have found book to be very useful in guiding me through this process.

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  • Anonymous

    Posted January 17, 2012

    This is a pre-order!

    So I'll review it after I get it.

    0 out of 1 people found this review helpful.

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