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The step-by-step guide to serving as an executor
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.
A roadmap to follow. The Executor’s Guide will lead you 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 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
• filing taxes
• probate court proceedings
• dealing with family members
• handling simple trusts
• working with lawyers, appraisers, accountants, and other experts
Applies in all states except Louisiana.
- Sales Rank: #11907 in Books
- Published on: 2016-02-29
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x 1.50" w x 7.00" l, .0 pounds
- Binding: Paperback
- 520 pages
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
"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
"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
"The Executor's Guide [is] a super-detailed, step-by-step book that's a must-read." Beth Fenner, CNN "More Money" blog
About the Author
Mary Randolph earned her law degree from 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 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.
Most helpful customer reviews
3 of 3 people found the following review helpful.
Found this book at my local library. It was ...
By J. L.. Watson
Found this book at my local library. It was out of date. Went to Amazon to order current copy. Just what I need to get my papers in order.
And particular for my family after I am gone. It lays everything out very specifically and explicitly for even this novice. Starts with what to do the first day, gives you information on how to title your holdings, many cross references. How I set things up whether it is in a trust or in a will. I don't have a lot, but this book will give guidance to my heirs. Well worth the price.
2 of 2 people found the following review helpful.
Extremely Helpful
By Kreply
Thorough, thoughtful, and incredibly helpful. After having to experience settling an estate without this resource, I can say, without hesitation, this book is invaluable. I have already started to use it to prepare for my next duty as executor of a loved ones estate.
1 of 1 people found the following review helpful.
Essential for the armature executor
By Ellen Fostersmith
I use this book to help me through the twists and turns of being the executor for my mother's estate. She had been somewhat prepared and this book helps me daily. Reading this book helped me to realize that yes, I can do this.
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