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:
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.
Executor's Guide: Settling a Loved One's Estate or Trust Accessories
Get It Together: Organize Your Records So Your Family Won't Have To (Book with CD-Rom)
How to Settle an Estate (How to Settle An Estate)
The Executor's Handbook
How to Administer an Estate
Plan Your Estate (National Edition)
The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries
How to Probate an Estate in California
8 Ways to Avoid Probate
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
Make Your Own Living Trust (Book & CD-ROM)
Executor's Guide: Settling a Loved One's Estate or Trust Reviews
If you have just become the executor of your loved one's estate, let me say that I am so sorry for your loss. This book guides you through it. There is still a lot you can do on your own. You may still need a local attorney to advise you on specifics for your area. Executor' Guide is intended to be a general guide for all 50 states so it doesn't address every state's individual laws. Randolph filled this book with easy to understand descriptions, sample letters and checklists to keep you on target what to do first, second, third and so one. This book helped me get from the funeral to final settlement for my father's estate.
The other bad news is that this is the 2006 2nd edition: the 3rd is the current paper edition. It also doesn't always change type size correctly. The result is a table of contents that doesn't go where one expects, and generally problematic formatting and hyperlinks. That said, if you are working on estate plans or a new will or anticipating serving as executor in future, this book will give you an excellent idea of what you'll be faced with and have to do. The good news is that contrary to the review about the "e-edition", the Kindle edition is NOT formatted in 2 columns.
This is another case of a high priced Kindle edition that has problems and is out of date to boot. But when the time comes, get the current edition in paper. That review may have referred to the PDF file version one can buy from Nolo or Amazon, and the 2 column format of those is indeed extremely annoying. The bad news is that the Kindle edition is possibly a faulty conversion from PDF, which Kindle conversion does not do at all well.
PA state inhertince tax book tells you everything in this book for free and it is available for download from the state. I wish I had not bought the book.
It also was easy to understand. This book was informative and served as a good guide for getting started on settling an estate.
Accordingly, I have bumped down its star rating. TAXES. 15. >>15.
I'm not sure where Chapter 10 belongs. And it's very informative. >>5. Does the book cover the 22 topics listed herein above in a clear and organized manner. An executor's guide to Louisiana custom, law, and procedure regarding an executor's duties. But don't take my word for it.
An executor's guide to state inheritance taxes. An executor's guide to estate property. There are many books that could be written to help an executor do his or her job in adminstering and settling a decedent's estate, among them would be the following titles:. 6. 3. Case studies: Completed Federal Estate Tax Forms. It seems to be just thrown into the middle of the book.
7. I think Part I (Getting Ready) along with chapters 3 (The First Week), 4 (The First Month), and 9 (Managing Money & Paying Bills) should be moved to the end of the book and renamed Appendix A. An executor's guide to probate procedure. I think the middle of the book should be reordered as follows:. 2. In my humble opinion, this book does not force the reader to quickly and easily grasp the material presented. The current Appendix A should be renamed Appendix D. EXECUTOR DUTIES.
Taking inventory. The point is, that for the instant book being reviewed to get a 5-star rating it has to be well organized so it can act as a springboard for the reader into other resources. 17. An executor's guide to the laws of intestacy. Case studies: Completed Income Tax Forms.
However, I wasn't particularly impressed with its organization. 11. 12. 10. 20. An executor's guide to what constitutes the unauthorized practice of law. An executor's guide to federal estate taxes. 11.
Taxes. Reading a Will is something an executor must do, but it is ancillary to his or her roles, responsibilities, and fiduciary duty. I think this book is wonderful. 1. 8. An executor's guide to estate liabilities. 4.
An executor's guide on how to read a will. 16. 14. Each one of the suggested books above could easily be 500+ pages long if written well and completely. Retirement plans. 5.
But I think it is better defined as an adminstration and settlement guide for executors AND TRUSTEES. An executor's guide to guardianship law. Survivorship property. 12. It is packed with content.
Special procedures for small estates. >>13. 8. 18. An executor's guide to settling a trust (if the executor is a trustee). The instant book being reviewed was close to 500 pages long.
An executor's guide about an executor's role, responsibilities, and fiduciary duty. An executor's guide to income taxes. Thus, I would change the title a bit to make it more representative of what the book covers. THE LAW. >>14. I think it should at least have been positioned somewhere close to Chapter 20 (Managing a Child's Trust). And I think Part IV (Getting More Help) should be made Appendix C. POD assets.
18. Case studies: Completed Generation Skipping Tax Forms. And I think the title of the new Appendix A should be "Roles, Responsibilities, & Fiduciary Duty." I would move chapters 6 and 7 to the end of the book and call them Appendix B. 13.
17. Case Studies: Completed State Inheritance Tax Forms. An executor's guide on what to do when the decedent dies. 4 stars. An executor's guide to disclaimers for post-death estate planning. An executor's guide to services offered and performed by estate attorneys. 9. >>16.
22. 19. 21. Property that doesn't go through probate. Judge for yourself.
The regular probate process. An executor's guide to professionals who help in the administration of an estate. An executor's guide to generation skipping taxes. This book totes itself as an "excutor's" guide. In fact, #s 10 and 11 could be done for each state and probably be 500+ pages each.
Community property. Life Ins, SS, & other benefits.
