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

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

by Mary Randolph J.D.

Paperback(Eighth Edition)

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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)
  • how to determine whether probate is necessary
  • filing taxes
  • probate court proceedings
  • dealing with family members
  • handling simple trusts, and
  • working with lawyers, appraisers, accountants, and other experts.

The 8th edition contains updated tables outlining key points of each state’s laws. Applies in all states except Louisiana.

Product Details

ISBN-13: 9781413324808
Publisher: NOLO
Publication date: 02/28/2018
Edition description: Eighth Edition
Pages: 520
Sales rank: 126,478
Product dimensions: 8.30(w) x 10.70(h) x 1.00(d)

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, and 8 Ways to Avoid Probate. Randolph 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.

Table of Contents

Part I Getting Ready
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
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

What People are Saying About This

Beth Fenner

"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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