The Everything Executor and Trustee Book

A Step-by-Step Guide to Estate and Trust Administration

Author: Douglas D Wilson

Publisher: Simon and Schuster

ISBN: 1440571325

Category: Law

Page: 304

View: 7116

Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
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The Trustee's Legal Companion

A Step-by-Step Guide to Administering a Living Trust

Author: Liza Hanks,Carol Elias Zolla

Publisher: Nolo

ISBN: 1413323650

Category: Law

Page: 416

View: 2008

Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.
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The Everything Executor and Trustee Book

A Step-by-Step Guide to Estate and Trust Administration

Author: Douglas D. Wilson

Publisher: Simon and Schuster

ISBN: 1440570876

Category: Law

Page: 304

View: 2550

Offers information for executors and trustees on carrying out the terms of a will or trust, including assest distribution, terminating existing accounts, opening an estate bank account, and closing the estate.
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The Complete Executor's Guidebook

A Step-by-step Guide for Executors and Personal Representatives

Author: Benjamin Berkley

Publisher: Sphinx Publishing

ISBN: 9781572486041

Category: Business & Economics

Page: 308

View: 3732

A Step-By-Step Guide to Settling a Loved One's Estate You?ve lost someone close to you, and now you?ve been named the executor of the estate. What does that entail? What does that even mean? The Complete Executor's Guidebook takes you step-by-step through the confusing probate process from start to finish. This book explains everything you need to know to successfully serve as an executor of an estate in a simple, easy-to-understand way. --I?m not a lawyer. What do all of these words mean? --Do I have to be the executor of an estate if I?m named, or can I turn it down? --What exactly does an executor have to do? --What if I make a mistake? --Can I get in trouble? --How long will the entire process take? --Will I get paid for being an executor? --What if there is something wrong with the will? --What if there isn?t a will at all? The Complete Executor's Guidebook will help you through the entire process and keep you from making some very costly mistakes. This is the best book to give you the legal support you need at a time when you need it the most. ?This easy to read, well-organized and practical guide for executors is...written from personal experience by an estate planning attorney who knows his stuff.? -John Palmer, Host, The Prudent Advisor, Retirement Living Television and former news anchor, The Today Show
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Please Don't Die, But If You Do, What Do I Do Next?

A Practical and Cost Saving Guide for the Estate Executor

Author: Kurt J. Grube,Keith S. Grube,John E. Nevola

Publisher: Createspace Independent Pub

ISBN: 9781475282191

Category: Law

Page: 188

View: 827

Have you been named as an executor of a will or just want to know what the process of estate administration from a practical standpoint is all about? Then read on!This book is for meant to help those who have been named as an executor, for someone who has asked a loved one in to be in charge of their estate or for one who just generally wants to know what the process of closing an estate is all about. It has some technical elements, like how to sell or transfer stock and – but the real value of the book is setting expectations. It includes advice such as; making the funeral arrangements, dividing up the jewelry and selling the furniture. More importantly, it gives the first time executor enough information so they can be conversant when talking to lawyers, accounts and beneficiaries. That's the main reason this book is different than others – it has more of the practical versus the legalese. It basically helps someone who's never been an executor before or hasn't been exposed to the process and needs a little bit of help to carry out the wishes of a loved one. It's about things like; how long the process will take, fairness with beneficiaries, what curveballs might be thrown your way and what some of the pitfalls that might be encountered. For example, you should be aware that some insurance companies will drop homeowners insurance or not honor the policy if the house is vacant for an extended period of time. Again, that's where the value of this book is, eliminating some of those first time “unknowns” of being the executor of an estate. There is also a short “What should I do if?” chapter to answer questions such as; what if someone else wants to be the executor, if someone sues the estate, if the beneficiaries don't want to sign the refunding bonds, etc…In addition to the practical help, this book can help save you some fees when you administer the estate. You can close bank accounts, close insurance policies, transfer stock, send refunding bond notices, and file the will for probate by yourself. All those things are not hard to do, they're mostly administrative in nature and can be handled by a layperson. The idea is to let the lawyers focus on their areas of expertise while you focus on those administrative items.
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How to Probate an Estate in California

Author: Julia Nissley,Lisa Fialco

Publisher: Nolo

ISBN: 1413324894

Category: Law

Page: 464

View: 7409

Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.
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The Essential Executor's Handbook

A Quick and Handy Resource for Dealing With Wills, Trusts, Benefits, and Probate

Author: David G. Hoffman

Publisher: Red Wheel/Weiser

ISBN: 1632659670

Category: Law

Page: 256

View: 9094

Many of you, regardless of your feelings on the matter, will eventually be appointed as executor of your parents’, spouse’s, or another’s estate. Just calling an attorney isn’t enough. Settling a decedent’s estate may require the combined expertise of accountants, appraisers, auctioneers, realtors, bankers, brokers, insurance companies, a myriad of bureaucrats, and, yes, even lawyers. Where do you start? How do you empty a house crammed with a lifetime’s worth of knick-knacks, bad art, and unopened mail? How do you deal with long-lost relatives who think you’re taking too long or charging too much? And how do you oversee those professionals who know so much more than you about the process? The Essential Executor’s Handbook not only explains the steps involved in settling an estate, but it shows you how to get all these professionals to do the work for you. You will learn everything you need to know about the basic laws and procedures involved; all the legal definitions you could possibly want; and why each professional is necessary, what they do, what they charge, and where to find them. No matter how little you know about law, accounting, and the rest, The Essential Executor’s Handbook will lead you by the hand through the settlement process.
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The Executor's Guide

Settling a Loved One's Estate or Trust

Author: Mary Randolph

Publisher: Nolo

ISBN: 1413324819

Category: Law

Page: 520

View: 2021

The Executor's Guide shows someone who's wrapping up a loved one's estate 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--it may not be! managing assets a child inherits taxes an overview of probate court proceedings what you can do to avoid disputes with family members handling trusts looking up your state's laws, and working with lawyers, appraisers, accountants and other experts. The Executor's Guide contains tables that outline key points of each state's laws, the latest information on estate tax laws, and helpful worksheets.
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The Executor's Guide

Author: Mary Randolph

Publisher: Nolo

ISBN: 1413316921

Category: Law

Page: 520

View: 6338

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 help you make progress one step at a time by assisting you in navigating an unfamiliar land of legal procedures and terminology -- all while saving you time and money. It explains how to: prepare for the job of executor or trustee take your first steps claim life insurance, Social Security and other benefits make sense of a will what to do if there is no will determine whether probate is necessary care for children and their property file taxes deal with family members handle trusts look up your state's laws work with lawyers, appraisers, accountants and other experts This edition has been updated to include expanded information on dealing with online accounts, as well as 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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Estate Planning For Dummies

Author: N. Brian Caverly,Jordan S. Simon

Publisher: John Wiley & Sons

ISBN: 1118053958

Category: Business & Economics

Page: 384

View: 4718

If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
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How to Settle an Estate

A Manual for Executors and Trustees

Author: Charles K. Plotnick,Stephan R. Leimberg

Publisher: Penguin

ISBN: 9780452283428

Category: Law

Page: 354

View: 3766

Explains an executor's duties and discusses probate, life insurance, bank accounts, debts, and estate taxes.
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Kentucky Probate

Author: William Allen Schmitt,Glen S. Bagby,J. Robert Lyons, Jr.

Publisher: LexisNexis

ISBN: 032718275X

Category: Law

Page: 628

View: 7332

This compact, easy-to-use manual will help you gather and organize the information you need to process and document your most common probate actions. It includes an overview of Kentucky probate basics, fact-gathering data sheets for recording vital information, steps for completing the administration of a decedent's estate, sample letters, sample forms, and much more. This eBook features links to Lexis Advance for further legal research options.
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Make Your Own Living Trust

Author: Denis Clifford

Publisher: Nolo

ISBN: 1413323405

Category: Law

Page: 360

View: 6505

Living trusts simplified! Protect your family and avoid probate with this bestselling guide Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily. Make Your Own Living Trust explains what living trusts are, how they work, why you may want one. You'll learn how to: create an individual or shared living trust transfer assets to your trust, including real estate, stocks and bonds, jewelry, art, or a small business name beneficiaries for all trust property sign your document and make it legal appoint someone to manage property left to minors or young adults provide for trust property management if you become incapacitated retain absolute control over trust property while you live register, amend, or revoke a trust, and make a basic will. Make Your Own Living Trust includes all the forms you need to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, this edition includes the latest tax and legal information, including updated information about the federal estate tax. Good in all states except Louisiana.
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Asset Protection Planning

Author: James M. Lestikow,Stuart J. Kohn

Publisher: LexisNexis

ISBN: 1632834499

Category: Law

Page: N.A

View: 5429

Benefit from the experience of some of Illinois' most capable estate and financial planners as they guide you through the process of choosing the most effective methods for protecting your client's assets. Learn how to guard your client's family and business assets along with topics such as trust-drafting techniques, fraudulent transfers, and ethical considerations. This publication provides a thorough and highly informative resource for both seasoned planners and those who are still learning the foundations of a solid practice. The eBook versions of this title feature links to Lexis Advance for further legal research options.
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Wills, Trusts, and Estate Administration

Author: Dennis R. Hower,Janis Walter,Emma Wright

Publisher: Cengage Learning

ISBN: 1305856414

Category: Law

Page: 720

View: 7945

Succeed in your course and your paralegal career with WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 8th Edition. This easy-to-understand text introduces the basics of estate planning and bequeathing property to others through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code. Packed with engaging, highly visual content enhanced by detailed exhibits and a writing style free of confusing legalese, the 8th Edition provides up-to-date coverage of relevant laws, court procedures, cases, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. Throughout the text, user-friendly case summaries, state-specific examples, practical assignments, detailed documents, and real-life contemporary issues prepare you for success as a paralegal in this important area of law. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.
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Model Rules of Professional Conduct

Author: American Bar Association. House of Delegates,Center for Professional Responsibility (American Bar Association)

Publisher: American Bar Association

ISBN: 9781604421071

Category: Law

Page: 188

View: 4511

The 2008 Edition of the Model Rules of Professional Conduct is an up-to-date resource for information on lawyer ethics. The Rules, with some variations, have been adopted in 48 jurisdictions. Federal, state, and local courts in all jurisdictions, even those that have not formally adopted the Rules, look to the Rules for guidance in resolving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions, and much more.
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Wills and Estate Administration

Author: Kenneth A. Vercammen

Publisher: N.A

ISBN: 9781634253802

Category: Law

Page: 290

View: 5410

Estate planning and administration responsibilities are often a significant part of a solo or small firm lawyer s practice, but these issues are often time-consuming and complex. Written by a veteran attorney who has focused on streamlining his firm s practice in this area, this book goes through the wills and estate administration process step-by-step, from client intake and planning issues to closing the file, explaining how to establish and strengthen a firm s practice in this area."
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