The Executor s Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324819
Format: PDF
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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.

The Executor s Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413316921
Format: PDF, Mobi
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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 make progress one step at a time by assisting you in navigating an unfamiliar land of legal procedures and terminology -- all while saving you time and money. 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 has been updated to include expanded information on dealing with online accounts, as well as 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.

The Complete Executor s Guidebook

Author: Benjamin Berkley
Publisher: Sphinx Publishing
ISBN: 9781572486041
Format: PDF, ePub, Mobi
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A Step-By-Step Guide to Settling a Loved One's Estate You?ve lost someone close to you, and now you?ve been named the executor of the estate. What does that entail? What does that even mean? The Complete Executor's Guidebook takes you step-by-step through the confusing probate process from start to finish. This book explains everything you need to know to successfully serve as an executor of an estate in a simple, easy-to-understand way. --I?m not a lawyer. What do all of these words mean? --Do I have to be the executor of an estate if I?m named, or can I turn it down? --What exactly does an executor have to do? --What if I make a mistake? --Can I get in trouble? --How long will the entire process take? --Will I get paid for being an executor? --What if there is something wrong with the will? --What if there isn?t a will at all? The Complete Executor's Guidebook will help you through the entire process and keep you from making some very costly mistakes. This is the best book to give you the legal support you need at a time when you need it the most. ?This easy to read, well-organized and practical guide for executors is...written from personal experience by an estate planning attorney who knows his stuff.? -John Palmer, Host, The Prudent Advisor, Retirement Living Television and former news anchor, The Today Show

The Executor s Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413322298
Format: PDF
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. Many baby boomers are serving as executors . This book shows exactly what to do NOW to make the job manageable when the time comes . Saves readers time and money

The Everything Executor and Trustee Book

Author: Douglas D Wilson
Publisher: Simon and Schuster
ISBN: 1440571325
Format: PDF, Mobi
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Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

The Trustee s Legal Companion

Author: Liza Hanks
Publisher: Nolo
ISBN: 1413323650
Format: PDF, Kindle
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Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.

How to Settle a Simple Estate Without a Lawyer

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601386141
Format: PDF, ePub
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When a loved one dies, we want to know that their final wishes were carried out as they had hoped. Being entrusted to carry out these wishes is an enormous responsibility, and one you may not fully understand. The title of executor is given to those who have been named to administer a will and handle the specifics involved with settling an estate. Many times, a loved one dies before the executor has time to learn what the title entails. Sometimes, this title is given to family members who have little or no experience with taxes, inheritance law, and probate, leaving someone who is already grieving feeling overwhelmed and frustrated. Assuming they are not capable of performing these tasks alone, many people turn to an attorney to assist in the particulars, who in return charges them hefty fees. If you have been charged with serving as executor to a simple estate, How to Settle a Simple Estate Without a Lawyer can bring you up-to-date -- quickly -- on everything you need to know about wills, trusts, probate, taxes, and much more. This book will help you assess whether the estate under your control can be settled without an attorney. Estates that involve guardianship of a child and complex trusts may require the assistance of a lawyer. Before paying expensive attorney fees to settle a rather straightforward estate, allow this book to explain all the basics you need to know to tackle this project on your own, saving you thousands in the process. In this book, you will learn about identifying the different types of trusts -- such as charitable trusts, generation-skipping transfer trusts, living trusts, and totten trusts -- as well as taking the first steps as an executor, navigating the probate process, paying the debts of an estate, and distributing bequests. You will be provided with a complete dictionary of all terms relating to estates, a list of common mistakes that novice executors often make, and an array of resources available to you beyond a lawyer. This book will explain the duties you will perform as the executor, as well as how to set up a filing system for important documents involved with the estate, claim life insurance and social security benefits, read the will, manage assets and pay bills involved with the estate, and transfer property belonging to the estate. We spent hundreds of hours interviewing estate planning professionals and gathering information from novice executors, such as yourself, who share their tips and advice for successfully settling an estate without paying thousands. Settling a loved one's estate can be a taxing experience when also trying to cope with his or her passing, especially if the subject is foreign to you. Don't worsen the experience by throwing away your hard-earned money and hiring an attorney to settle a simple estate you can feasibly handle on your own.

Estate and Trust Administration For Dummies

Author: Margaret Atkins Munro
Publisher: John Wiley & Sons
ISBN: 1118412265
Format: PDF, ePub, Docs
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Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Probate and Settle an Estate in Florida

Author: Gudrun M. Nickel
Publisher: Sourcebooks, Inc.
ISBN: 1572485582
Format: PDF, Mobi
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#1 Florida Probate Book SIMPLIFY SETTLING AN ESTATE Settling a loved one's estate - whether a will is present or not - is not difficult, but it is filled with legal technicalities you have to know. Probate and Settle an Estate in Florida clarifies all of these rules and takes you through the process in an easy-to-understand fashion. Let it help you put this trying time behind you . LEARN HOW TO: Navigate Through the Probate Process End Claims Made by Creditors Prioritize Your Responsibilities to the Estate Close an Estate with No Will READY-TO-GO FORMS with Step-by-Step Instructions ESSENTIAL DOCUMENTS YOU NEED TO: Protect your family Distribute property Resolve tax-related matters Finalize outstanding issues And much more. "Their legal survival guides are dynamite and very readable." - Small Business Opportunities "Explaining the way the law works." - Daily Herald "Sphinx [legal guides] are staples of legal how-to collections." - Library Journal