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{ "item_title" : "The Executor's Guide", "item_author" : [" Shaila Buckley", "Mary Randolph "], "item_description" : "The definitive guide to serving as an executor, trustee, or estate representativeIf 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.", "item_img_path" : "https://covers2.booksamillion.com/covers/bam/1/41/333/440/1413334407_b.jpg", "price_data" : { "retail_price" : "39.99", "online_price" : "39.99", "our_price" : "39.99", "club_price" : "39.99", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
The Executor's Guide|Shaila Buckley

The Executor's Guide : Settling a Loved One's Estate or Trust

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Overview

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.

Details

  • ISBN-13: 9781413334401
  • ISBN-10: 1413334407
  • Publisher: NOLO
  • Publish Date: June 2027
  • Page Count: 480

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