The Executor's Guide
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by Attorney
Denis Clifford ON
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ISBN:
1-4133-0033-2
Pages: 528
1st
Edition, May '04, , 7"
x 9"
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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 or not 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
1. Overview
2. If You’re Asked to Be an Executor or Trustee
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
6. Making Sense of the Will
7. If There’s No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
12. Property That Doesn’t Go Through Probate
13. Transferring Joint Tenancy Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Simplified Probate Procedures
18. The Regular Probate Process
19. Wrapping Up a Simple Living Trust
20. Handling a Child’s Trust
21. Handling a Bypass (AB) Trust
22. Legal Research
23. Lawyers and Other Experts
Appendix: State Rules
Glossary
