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Wills & Estate Planning

The Executor's Guide

Settling a Loved One's Estate or Trust

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

Pub. Date: Jan 2008
Edition: 3rd
Pages: 536 pp
ISBN: 9781413306552
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Summary & Reviews Table of Contents Sample Chapter Updates

Summary

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 help you get organized and make progress one step at a time, by assisting you in navigating an unfamiliar land of legal procedures and terminology. It explains how to:

  • prepare for the job of executor or trustee 
  • take your first steps
  • claim life insurance, Social Security and other benefits
  • make sense of a will
  • what to do if there is no will
  • determine whether probate is necessary
  • care for children and their property
  • file taxes
  • deal with family members
  • handle trusts
  • look up your state's laws
  • work with lawyers, appraisers, accountants and other experts

The 3rd 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.

Press Reviews

"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
"Covers such topics as taking care of orphaned young children, dealing with creditors, collecting benefits and filing taxes."
WTOP-FM,
Washington, D.C.
"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

Customer Review

Excellent how-to guide with up-to-date notations and references.

D.S.,
Greendale, WI

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