Mary Randolph 
Executor’s Guide, The [EPUB ebook] 
Settling a Loved One’s Estate or Trust

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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

  • claiming life insurance, Social Security, and other benefits

  • making sense of a will (and what to do if there is no will)

  • determining whether probate is necessary

  • filing taxes

  • navigating probate court proceedings

  • dealing with family members

  • handling simple trusts, and

  • working with lawyers, appraisers, accountants, and other experts.


The 9th edition contains updated tables outlining key points of each state’s laws. Applies in all states except Louisiana.


With Downloadable Worksheets – download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).

€38.99
Modalità di pagamento

Tabella dei contenuti

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

Circa l’autore

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 Will Maker. 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.
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Lingua Inglese ● Formato EPUB ● Pagine 520 ● ISBN 9781413328332 ● Dimensione 6.1 MB ● Casa editrice NOLO ● Città Berkeley ● Paese US ● Pubblicato 2021 ● Edizione 9 ● Scaricabile 24 mesi ● Moneta EUR ● ID 7788893 ● Protezione dalla copia Adobe DRM
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