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Executor’s Guide: Settling a Loved One’s Estate or Trust

November 7, 2009 in Reviews | Comments (0)

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Executor's Guide: Settling a Loved One's Estate or Trust
 
Manufacturer: NOLO
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Product Description

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:

  • 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 trusts
  • looking up your state's laws
  • 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.

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    Customer Reviews

    This is THE book to have when you're loved one dies!
     
    Review Date: December 10, 2005
    Reviewer: J. G. Renauer, Naperville, IL
    It hard enough when your parent unexpectedly dies and you discover you are the executor of the estate. There are so many questions and so little time. This book is a godsend. It covers everything you need to know from the moment your loved one passes. It describes step by step, in plain english fashion, what needs to be done in the first week, the first month, and in the future. Everything from death certificates, to funeral arrangements, to claiming life insurance, and, of course, dealing with the estate. It's all in this book. It is your one-stop resource for unbiased, easy to understand, how-to information. This is THE book to have even if you are not an executor. It will help your entire family. It answers so many questions and takes the mystery out of settling an estate. It's like having an estate attorney in the family. It has helped my family tremendously.

    Books from Nolo Press have always been easy to understand and use. This book is no exception and contiunes their fine tradition of making legal processes accessible to ordinary folks like you and me.
    Helped me through a difficult time !
     
    Review Date: August 26, 2005
    Reviewer: Moni, California
    It's a difficult time when a loved one dies and many of us don't have a clue about what to do and weather or not to hire a lawyer and get some guidance...this book showed me how to ! I purchased the ebook and it's great!...(I don't know what the above reviewer is talking about)....it's very easy to read as are all the Nolo titles I have purchased in the past. I always look for their books when I need to figure out a legal problem they are the best!
    Review of Executor's Guide
     
    Review Date: August 9, 2006
    Reviewer: Mali,
    I discovered this book in the our city library, and decided to purchase it as I felt that it would be very useful. It covered most of the areas of information an Executor or Trustee would want to know. My neighbor also read the book and some of the subject areas made her decide to go back to an attorney with more questions concerning her current Trust.

    I would highly recommend this book for individuals who may become Executors or Trustees. It covered information in a simplistic manner in lieu of using lawyer language. It also covers tax ramifications but is not the basic goal of this helpful publication.
    Thorough Detailed Insight of The Executor's Role
     
    Review Date: January 26, 2007
    Reviewer: Scott A. Jefferis, Tampa, FL United States
    I purchased this book in June 2006 along with another Nolo publication called "Get It Together: Organizing Your Records for Loved Ones". Both books offer a treasure trove of information, resources, forms, websites, government agencies, etc. to plan the nuts and bolts of your estate should there be an unfortunate call from the grim reaper for you or close relatives or friends.

    I feel such a sense of freedom and security knowning all my affairs are in order should I be involved in an accident, be incapacitated or die. In addition, I have educated myself now in a cogent state of mind. The Executor's Guide covers a lot of territory, so you do not what to be learning what to do under emotional and tragic circumstances if at all possible.

    Just by looking at the Table of Contents alone, I think it's safe to conclude there will be a number of chapters of where you will have a basic understanding of the title, but lack a more detailed appreciation of the subject matter. All materials are presented in a down to earth style with hints, tricks and traps to avoid along the way.

    Executor's Guide is at it's greatest when discussing an event or responsibility, who does and doesn't need to be involved, discussing the legal ramifications and how the legal system works generally with respect to the event and the next steps to take. Please pickup this excellent resource you can share with others in your family or friends, so you can effectively deal with someone's estate if you are asked and learn some tips to manage your own records.
    very informative book
     
    Review Date: October 30, 2007
    Reviewer: C. Johnson, Illinois
    This is a good book to have on hand. It helped get me started on my job as executor. The only thing that the book didn't mention is if one thing has to go through probate court, it all has to go through. After my Mom's death, we thought that we wouldn't have to put everything through probate court (like the book says), but since her house and car was not jointly owned, the lawyer said her stocks, bonds, bank accounts, etc had to go through probate. She went to all the trouble to have them as a joint account with myself, or made payable on death so that it all didn't have to go through the courts but we find out that it does. That means the lawyer will get 2% of her total estate. Of course if the lawyer who had wrote up her will had told her that, he would have lost out on alot of money upon her death. So all in all, the book was a big help getting me started, alot of information. I would highly recommend this book if you are appt. as anyone's executor.

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