The step-by-step 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 may 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. Find help on:
• preparing for the job of executor or trustee
• the first steps you should take after a loved one dies
• claiming life insurance, Social Security, and other benefits
• making sense of a will, and what to do if there is no will
• how to determine whether probate is necessary
• filing taxes
• managing assets inherited by a minor child
• probate court proceedings
• handling simple trusts, and
• working with lawyers, appraisers, accountants, and other experts.
The 10th edition of The Executor’s Guide contains updated tables that outline the key points of each state’s laws. It also provides the latest information on estate tax laws.
With Downloadable Worksheets:
download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).
Inhoudsopgave
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
Over de auteur
Jennie Lin is a graduate of Harvard Law School and a member of the New York State Bar. She is a Legal Editor at Nolo, where she has written and edited several estate planning books. She also works on Nolo’s bestselling estate planning tool, Quicken Will Maker & Trust.
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