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The executor's guide : settling a loved one's estate or trust
- Author / Creator
- Available as
- Physical
- Summary
-
"Handle property and debts, deal with family members, save time and money with probate shortcuts"--Cover.
Details
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- Creator
- Mary Randolph
- Format
- Books
- Language
- English
- Publication
-
- Sixth edition
- Berkeley, CA : Nolo 2014
- Physical Details
-
- 504 pages ; 23 cm
- ISBNs
- 9781413319736, 1413319734, 9781413319743
- ISSNs
- 1939-6880
- OCLC
- ocn852831026
- Includes index.
- Includes bibliographical references and index.
- Pt. I. Getting ready. The executor's legal companion ; Overview ; If you're asked to be an executor or trustee -- Pt. II. First steps. The first week ; The first month ; Claiming life insurance, Social Security, and other benefits -- Pt. III. Taking care of the estate. Making sense of the will ; If there's no will ; Taking inventory ; Managing assets and paying bills ; Caring for children and their property ; Taxes -- Pt. 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 -- Pt. V. Handling trusts. Wrapping up a simple living trust ; Managing a child's trust -- Part VI. Getting more help. Finding more information ; Lawyers and other experts -- Glossary -- Appendix : State information