The Executor's guide : settling a loved one's estate or trust Cover Image

Book

The Executor's guide : settling a loved one's estate or trust / Mary Randolph, J.D.

Randolph, Mary, 1958- (author.).

Summary:

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.

Record details

ISBN: 9781413328325
Physical Description: 514 pages ; 23 cm
Edition: Ninth edition.
Publisher: Berkeley, California : Nolo, 2021.
Copyright: ©2021

Content descriptions

Bibliography, etc. Note:

Includes bibliographical references and index.

Formatted Contents Note:

Part I: Getting ready. The executor's legal companion ; 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 -- Glossary -- Appendixes: A. State information ; B. How to use the downloadable forms on the NOLO website -- Index.