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

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9781413316797: The Executor's Guide: Settling a Loved One's Estate or Trust

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

    This 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.
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    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, 8 Ways to Avoid Probate, Every Dog's Legal Guide: A Must-Have Book for Your Owner, and Deeds for California Real Estate. She is also a coauthor of the legal manual for Quicken WillMaker. 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. She lives in the San Francisco Bay Area with her family.

    Review:

    ""Mary Randolph, an editor at Nolo, a publisher of do-it-yourself legal guides and author of ""The Executor's Guide,"" says it is a good idea to get a lawyer to help unwind a trust, especially if it will hold a significant amount of money.
    Trust owners can take some steps on their own—for example, going to a bank to change ownership of a trust-owned bank account back into their names as individuals. But if the trust holds a business or another asset, that could be more complicated.
    ""If you've got some money to spend on attorney fees—and most people who have created AB trusts do—it can save you a lot of trouble later,"" Ms. Randolph says."" Wall Street Journal
    ""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 

    ""Covers the gamut of estate chores and helps you get through them."" Kiplinger's Retirement Report 

    ""The Executor's Guide [is] a super-detailed, step-by-step book that's a must-read."" Beth Fenner, CNN ""More Money"" blog

    "About this title" may belong to another edition of this title.

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