The Executor's Guide: Settling a Loved One's Estate or Trust
- Downloads：2526
- Type：Epub+TxT+PDF+Mobi
- Create Date：2021-04-26 20:32:01
- Update Date：2025-09-06
- Status：finish
- Author：Mary Randolph
- ISBN：1413328326
- Environment：PC/Android/iPhone/iPad/Kindle
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Summary
The step-by-step guide to serving as an executor 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。
A roadmap to follow。 The Executor's Guide will lead you 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
claiming life insurance， Social Security， and other benefits
making sense of a will （and what to do if there is no will）
determining whether probate is necessary
filing taxes
navigating probate court proceedings
dealing with family members
handling simple trusts， and
working with lawyers， appraisers， accountants， and other experts。
The 9th edition contains updated tables outlining key points of each state's laws。 Applies in all states except Louisiana。
With Downloadable Worksheets - download and customize worksheets detailing information executors need to get organized， including an inventory of assets and debts （details inside）。
A roadmap to follow。 The Executor's Guide will lead you 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
claiming life insurance， Social Security， and other benefits
making sense of a will （and what to do if there is no will）
determining whether probate is necessary
filing taxes
navigating probate court proceedings
dealing with family members
handling simple trusts， and
working with lawyers， appraisers， accountants， and other experts。
The 9th edition contains updated tables outlining key points of each state's laws。 Applies in all states except Louisiana。
With Downloadable Worksheets - download and customize worksheets detailing information executors need to get organized， including an inventory of assets and debts （details inside）。
Reviews
Kathy
，
Yes， I wouldn't have read this， necessarily， except I'm now the executor of a loved one's estate （damn， COVID-19！） The style is actually easy to read， because the information is presented in small bites at a time， so lends itself to sporadic perusing。This did help me formulate more， and better， questions for the attorney and reminded me of things I needed to do。 In addition， this whole experience and the book have helped my husband and me to formulate a better strategy for passing things on。 I d Yes， I wouldn't have read this， necessarily， except I'm now the executor of a loved one's estate （damn， COVID-19！） The style is actually easy to read， because the information is presented in small bites at a time， so lends itself to sporadic perusing。This did help me formulate more， and better， questions for the attorney and reminded me of things I needed to do。 In addition， this whole experience and the book have helped my husband and me to formulate a better strategy for passing things on。 I don't want my kids doing all this when most can be avoided！Do I recommend the book？ Well， yes， if it's something that might help you in some way。 There's a few downloadable files listed in the back that might also help you。 But， no， if you're looking for pleasure reading。 Well， unless you really like this sort of reading; I'm not judging！Two more points。。。 this was the newest edition of this type of book I found in December。 But Nolo Press is issuing a 2021 edition this year。 Attention librarians！ Time to get a newer edition。 The other point is that the glossary is helpful， but I feel those terms might also be listed consistently in the index， at least aiming to the main place discussing the topic。 Some are， some aren't。 。。。more
Lin
，
Quite helpful。
Linda Honour
，
This is an excellent reference book — logically organized and easy to read。 The author has done a great job simplifying all the legalese。
Ken Lindholm
，
I came across the guidebook for working through the estate-probate process while helping a family member engaged in sorting out a somewhat complicated estate。 For most people this doesn’t happen frequently during a lifetime， but everyone should have some knowledge of the process。 If you are aware of what might happen with your own estate when you die （that date gets closer every day！）， you can make things much easier （and potentially less costly） for your heirs at a time during which they may be I came across the guidebook for working through the estate-probate process while helping a family member engaged in sorting out a somewhat complicated estate。 For most people this doesn’t happen frequently during a lifetime， but everyone should have some knowledge of the process。 If you are aware of what might happen with your own estate when you die （that date gets closer every day！）， you can make things much easier （and potentially less costly） for your heirs at a time during which they may be under significant stress。 Most libraries will have a copy so when you’re thinking about estate planning， looking through a copy will help get your thoughts in order so that you can make the process easier for your heirs who will have to deal with it！ 。。。more
Charles Chlipala
，
My dad just died， I needed what to do。 My sister successor trustee/executor won't read this and someone had to now what they are doing。 My dad just died， I needed what to do。 My sister successor trustee/executor won't read this and someone had to now what they are doing。 。。。more
Clayton A。 Black
，
A great place to startVery informative and easy to grasp concepts and helped me get started quicky。 The timeline of when to do what was especially helpful。
Matt Heavner
，
This is a very good overview of executing an estate。 As it covers many options （e。g。 minor children）， it wasn't always applicable， but it was a very good guide。 I read it ~seven months after my dad passed away and I wish that I had read it earlier in the process。 This is a very good overview of executing an estate。 As it covers many options （e。g。 minor children）， it wasn't always applicable， but it was a very good guide。 I read it ~seven months after my dad passed away and I wish that I had read it earlier in the process。 。。。more
Dinah
，
High-level advice good for any state。 Still worth reading in combo with Nolo's How to Probate and Estate in California。 High-level advice good for any state。 Still worth reading in combo with Nolo's How to Probate and Estate in California。 。。。more
Lisa Bittle
，
Wrote down this book title for when I might need it in the future， for settling my parent's wills。 Found it very thorough and easy to follow。 Some of the stories in the book were just plain sad， but otherwise a very helpful book to help me with the step to step guide of settling a will and estate work。 Wrote down this book title for when I might need it in the future， for settling my parent's wills。 Found it very thorough and easy to follow。 Some of the stories in the book were just plain sad， but otherwise a very helpful book to help me with the step to step guide of settling a will and estate work。 。。。more
Patrick Rooney
，
An excellent book with lots of useful tips for settling an estate。 The book has many topics I wouldn't have thought of that needed to be covered。 An excellent book with lots of useful tips for settling an estate。 The book has many topics I wouldn't have thought of that needed to be covered。 。。。more
Jim Southard
，
Very detailed and comprehensive， but you'll have to wade through a lot of information that may not be relevant to your situation。 And there is some significant redundancies where the same information is covered in multiple chapters， but that might be helpful later if you go back to review only a relevant section。 I read the Sixth Edition （February 2014） since I purchased the book a couple of years ago and just now got around to reading it， but it was already becoming out of date in some places d Very detailed and comprehensive， but you'll have to wade through a lot of information that may not be relevant to your situation。 And there is some significant redundancies where the same information is covered in multiple chapters， but that might be helpful later if you go back to review only a relevant section。 I read the Sixth Edition （February 2014） since I purchased the book a couple of years ago and just now got around to reading it， but it was already becoming out of date in some places due to recent law changes， so get the latest edition available。 。。。more
Heather
，
Very new to the probate process。 This book was very easy to understand and that is the most important when having to deal with lawyers and the courts during probate。 Excellent and helpful。 Im glad I ran across this book at the library。
Skylar
，
I'm a lawyer， but not an estates lawyer。 All I know about the topic comes from law school and some sleuthing on the internet。 I found a lot of information for executors and the children/spouses of the deceased， but few comprehensive guides。 I couldn't be sure that I was hitting all the steps I needed to， and that's why I spent the money on this book。 It was worth every penny。 It feels exhaustive based on my prior experience and research， plus it includes lots of helpful tips for each of those st I'm a lawyer， but not an estates lawyer。 All I know about the topic comes from law school and some sleuthing on the internet。 I found a lot of information for executors and the children/spouses of the deceased， but few comprehensive guides。 I couldn't be sure that I was hitting all the steps I needed to， and that's why I spent the money on this book。 It was worth every penny。 It feels exhaustive based on my prior experience and research， plus it includes lots of helpful tips for each of those steps。 。。。more
Bonnie Odin
，
There is a newer version & the website is excellent for even more info。
Hom Sack
，
Great resource for executors， especially for those who might be ask to be one。 You might decline the responsibility when you find out what you'll be getting into。 Even more valuable is for those who are doing estate planning。 This book plus the companion book Get It Together - Organize Your Estate Plan Documents - Nolo （http://www。nolo。com/products/get-it-t。。。） should ease the work your executor has to do。 Great resource for executors， especially for those who might be ask to be one。 You might decline the responsibility when you find out what you'll be getting into。 Even more valuable is for those who are doing estate planning。 This book plus the companion book Get It Together - Organize Your Estate Plan Documents - Nolo （http://www。nolo。com/products/get-it-t。。。） should ease the work your executor has to do。 。。。more
Annie
，
A lot of information， but well written and organized。 Very helpful！
Kim
，
Solid information on how to settle an estate。
Kris
，
Very helpful book。 It did not answer some of my specific questions， but pointed me in the right direction in many places。
Hazel Catkins
，
This book helped so much in settling my dad's estate！ When my mom had specific questions， I could point to specific paragraphs and comfort her about our progress。 This book helped so much in settling my dad's estate！ When my mom had specific questions， I could point to specific paragraphs and comfort her about our progress。 。。。more
Teresa
，