Executor’s Guide: Settling a Loved One’s Estate or Trust
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Settling an estate can be like moving through a maze — let The Executor’s Guide lead the way. If you’re faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead — especially when you’re grieving. But with the right legal and practical information, you can do it. The Executor’s Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal procedures and terminology. It explains how to prepare 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, caring for children and their property, taxes, an overview of probate court proceedings, dealing with family members, handling trusts, looking up your state’s laws and working with lawyers, appraisers, accountants and other experts. The 3rd edition contains updated tables outlining key points of each state’s laws, the latest information on estate taxes and worksheets that help you stay organized and on track.