[Read] PDF/Book Executor's Guide, The: Settling a Loved One's Estate or Trust
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Description
The Executor's Guide shows someone who’s wrapping up a loved one’s matters 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
• caring for children and their property
• taxes
• an overview of probate court proceedings
• dealing with family members
• handling simple trusts
• looking up your state’s laws
• working with lawyers, appraisers, accountants and other experts
The book contains tables that outline key points of each state's laws, the latest information on the new estate tax laws, and helpful worksheets.