You may have *planned* your own estate. But do you know how to *settle* an estate left to you—quickly, efficiently, and economically? Using any one of this book’s suggestions will pay you back many fold in money, time, ease, and peace of mind. This unique book guides you in running your temporary estate settlement enterprise. Includes guidance for paperwork, authentication and security, interacting with gatekeepers, shipping and receiving, titles, taxes. Because it’s written by a lay person, from outside the financial industry, Estate Settlement is full of street-wise guidance and assessments. Author Bart Windrum settled the estate his parents left him. Topics include: how to interact with financial entities; forecasting in your own best interest; speeding the settlement process; managing all aspects of documents’ outflow and inflow plus the document stash itself; resources needed to run your estate settlement business (which will last for roughly half a year in its busiest phase); clarification about asset types; getting your money from the various entities holding it; obtaining and disposing of personal property; scams and victimization; tax ramifications, the mail; paying yourself as trustee/executor; and what to do with your inheritance.
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About the Author
Bart Windrum is a nationally recognized patient advocate. Bart presents to both lay and provider audiences on the patient experience of hospitalization, how to advocate when hospitalized, revisioning end of life in order to increase the likelihood of dying peacefully, and how to settle the family estate.