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Book

The executor's guide: settling a loved one's estate or trust

Call Numbers

  • 346.052 R194.1 2024 (CEN, OSH)
  • LAW 346.052 R194.1 2024 (CEN)

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Edition

10th edition.

Publication Information

El Segundo, CA : Nolo, [2024]

Physical Description

465 pages : illustrations ; 23 cm

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.

Notes

Includes index.

Contents

  • Part I: Getting ready. The executor's legal companion ; Overview ; If you're asked to be an executor
  • Part II: First steps. The first week ; The first month ; Claiming life insurance, Social Security, and other benefits
  • Part III: Taking care of the estate. Making sense of the will ; When there's no will ; Taking inventory ; Managing assets and paying bills ; Caring for children and their property ; Taxes
  • Part IV: Transferring property. Property that doesn't go through probate ; Transferring joint tenancy and other survivorship property ; Transferring community property ; Claiming money in retirement plans ; Claiming payable-on-death assets ; Special procedures for small estates ; The regular probate process
  • Part V: Getting more help. Finding more information ; Lawyers and other experts.

Subjects

Added Authors

Jennie Lin