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The Executor's Guide: Settling a Loved One's Estate or Trust
Paperback
Publisher Price: $39.99
ISBN13: 9781413334401
Publisher: NOLO
Published: Jun 29 2027
Pages: 480
Language: English
The definitive guide to serving as an executor, trustee, or estate representative
If you need to wrap up the affairs of a loved one who has died, you might feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how.
The Executor's Guide provides a clear road map through an unfamiliar land of legal procedures and terminology. You'll learn what to do right away and what can wait. In plain language, this book explains:
- The Critical First Steps: The legal and practical steps to take in the first days and weeks after a death.
- Managing Paperwork: How to deal with the mounds of paperwork from life insurance, Social Security, veterans' benefits, final paychecks, transferring accounts, and death announcements.
- Interpreting Wills and Understanding Intestacy: Reading, understanding, and following the directions in a will -and figuring out what to do if your loved one passed away without a will.
- Avoiding Probate: How to determine if the estate qualifies for simplified small estate procedures that can save your family thousands of dollars and months of delays.
- Filing Final Taxes: Handle the estate's final income and estate taxes.
- Managing Assets & Paying Bills: From opening an estate's bank account to dealing with creditors and paying bills.
- Handling Trusts: Step-by-step guidance on administering a stand-alone living trust and trusts created by a will.
- Working with Professionals: Know when you need help from a lawyer, appraiser, or financial advisor. Understand how to work with these professionals and keep costs down.
The fully updated 11th edition features revised state-specific charts that detail each state's probate thresholds, tax rules, and legal requirements.*
Includes downloadable worksheets. Get access to customizable digital checklists, asset inventory sheets, and executor log templates to keep your records organized from day one.
* This book does not cover Louisiana law.
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