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

NOOK BookEighth Edition (eBook - Eighth Edition)

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Overview

The Executor's Guide shows someone who's wrapping up a loved one's estate how to proceed, step by step. It explains what must be done right away and what can wait, and guides readers through a land of unfamiliar legal procedures and terminology.

It covers:
  • 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--it may not be!
  • managing assets a child inherits
  • taxes
  • an overview of probate court proceedings
  • what you can do to avoid disputes with family members
  • handling trusts
  • looking up your state's laws, and
  • working with lawyers, appraisers, accountants and other experts.
The Executor's Guide contains tables that outline key points of each state's laws, the latest information on estate tax laws, and helpful worksheets.

Product Details

ISBN-13: 9781413324815
Publisher: NOLO
Publication date: 02/28/2018
Sold by: Barnes & Noble
Format: NOOK Book
Pages: 520
Sales rank: 1,060,507
File size: 6 MB

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 Index

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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The Executor's Guide: Settling a Loved One's Estate or Trust 3.2 out of 5 based on 0 ratings. 11 reviews.
Anonymous More than 1 year ago
Have found book to be very useful in guiding me through this process.
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Anonymous More than 1 year ago
So I'll review it after I get it.