Executor's Guide, The
eBook - PDF

Executor's Guide, The

Settling a Loved One's Estate or Trust

  1. 528 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF

Executor's Guide, The

Settling a Loved One's Estate or Trust

About this book

The step-by-step guide to serving as an executor, trustee, or estate representative

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.

The Executor's Guide provides a clear road map 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 you should take after a loved one dies

• 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

• managing assets inherited by a minor child

• probate court proceedings

• handling simple trusts, and

• working with lawyers, appraisers, accountants, and other experts.

The 10th edition of The Executor's Guide contains updated tables that outline the key points of each state's laws. It also provides the latest information on estate tax laws.

With Downloadable Worksheets:
download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).

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Yes, you can access Executor's Guide, The by Mary Randolph,Jennie Lin in PDF and/or ePUB format, as well as other popular books in Law & Estates & Trusts Law. We have over one million books available in our catalogue for you to explore.

Information

Publisher
NOLO
Year
2024
eBook ISBN
9781413331752
Edition
10
Topic
Law
Index
Law

Table of contents

  1. Cover
  2. Title Page
  3. Table of Contents
  4. Part I: Getting Ready
  5. The Executor’s Legal Companion
  6. 1. Overview
  7. 2. If You’re Asked to Be an Executor
  8. Part II: First Steps
  9. 3. The First Week
  10. 4. The First Month
  11. 5. Claiming Life Insurance, Social Security, and Other Benefits
  12. Part III: Taking Care of the Estate
  13. 6. Making Sense of the Will
  14. 7. When There’s No Will
  15. 8. Taking Inventory
  16. 9. Managing Assets and Paying Bills
  17. 10. Caring for Children and Their Property
  18. 11. Taxes
  19. Part IV: Transferring Property
  20. 12. Property That Doesn’t Go Through Probate
  21. 13. Transferring Joint Tenancy and Other Survivorship Property
  22. 14. Transferring Community Property
  23. 15. Claiming Money in Retirement Plans
  24. 16. Claiming Payable-on-Death Assets
  25. 17. Special Procedures for Small Estates
  26. 18. The Regular Probate Process
  27. Getting More Help
  28. 19. Finding More Information
  29. 20. Lawyers and Other Experts
  30. Glossary
  31. Appendix A: State Information
  32. Appendix B: How to Use the Downloadable Forms on the Nolo Website
  33. Index
  34. Book Registration