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

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.

Содержание

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

Об авторе

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 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.