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Personal Finance - Executor's Guide, The: Settling a Loved One's Estate or Trust

Description

Book Synopsis: The step-by-step guide to serving as an executor 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. A roadmap to follow. The Executor’s Guide will lead you through an unfamiliar land of legal procedures and terminology. You’ll learn what to do right away and what can wait. Find help on: preparing for the job of executor or trustee claiming life insurance, Social Security, and other benefits making sense of a will (and what to do if there is no will) determining whether probate is necessary filing taxes navigating probate court proceedings dealing with family members handling simple trusts, and working with lawyers, appraisers, accountants, and other experts. The 9th edition contains updated tables outlining key points of each state's laws. Applies in all states except Louisiana. With Downloadable Worksheets - download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).

Details

Looking for a comprehensive guide to help you settle your loved one's estate? Look no further. Introducing The Executor's Guide, the ultimate step-by-step roadmap that will ease the overwhelming burden of being an executor or trustee during a time of grief. This book is specially designed to assist you through the maze of legal procedures and terminologies, providing you with the knowledge and support you need to navigate this unfamiliar territory with confidence.

With The Executor's Guide, you'll have everything you need to know at your fingertips. Learn how to efficiently prepare for the role of executor or trustee. Discover the insider tips and tricks to claiming life insurance, Social Security, and other benefits that you and your family are entitled to. Unravel the complexities of wills and learn what steps to take if there is no will in place. Determine whether probate is necessary and get expert guidance on filing taxes, navigating probate court proceedings, and dealing with family members during this sensitive time.

Handling trusts has never been easier. The Executor's Guide provides you with simple and practical advice on managing trusts, so you can ensure the smooth transfer of assets. We understand that you may need to consult professionals along the way, which is why we have dedicated chapters on working with lawyers, appraisers, accountants, and other experts. We've even included updated tables outlining key points of each state's laws, making The Executor's Guide applicable in all states except Louisiana.

But that's not all. When you purchase The Executor's Guide, you'll also receive downloadable worksheets that can be customized to fit your unique circumstances. These invaluable resources include an inventory of assets and debts, enabling you to stay organized and focused throughout the process.

Don't let the complexities of settling an estate consume you. Take charge with The Executor's Guide and gain the knowledge, confidence, and peace of mind you need to honor your loved one's memory. Get started today by clicking below.

Click here to embark on your journey as an executor.

Disclosure: I get commissions for purchases made through links in this website