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The Everything Executor and Trustee Book

The Everything Executor and Trustee Book PDF Author: Douglas D Wilson
Publisher: Simon and Schuster
ISBN: 1440571325
Category : Law
Languages : en
Pages : 304

Book Description
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!

The Everything Executor and Trustee Book

The Everything Executor and Trustee Book PDF Author: Douglas D Wilson
Publisher: Simon and Schuster
ISBN: 1440571325
Category : Law
Languages : en
Pages : 304

Book Description
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!

The Executor's Handbook

The Executor's Handbook PDF Author: Jennifer Greenan
Publisher: CCH Canadian Limited
ISBN: 9781553672135
Category : Law
Languages : en
Pages : 316

Book Description


The Executor's Guide

The Executor's Guide PDF Author: Mary Randolph
Publisher:
ISBN:
Category : Executors and administrators
Languages : en
Pages :

Book Description


The Executor's Handbook

The Executor's Handbook PDF Author: Theodore E. Hughes
Publisher: Infobase Publishing
ISBN: 1438129890
Category : Business
Languages : en
Pages : 273

Book Description
The Executor's Handbook, Third Edition is a step-by-step guide to settling an estate for personal representatives, administrators, and beneficiaries.

The Essential Executor's Handbook

The Essential Executor's Handbook PDF Author: David G. Hoffman
Publisher: Red Wheel/Weiser
ISBN: 1632659670
Category : Law
Languages : en
Pages : 256

Book Description
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.

Pennsylvania Fiduciary Guide

Pennsylvania Fiduciary Guide PDF Author: M. Paul Smith
Publisher: G.T. Bisel
ISBN: 9780975528181
Category : Executors and administrators
Languages : en
Pages : 498

Book Description


Please Don't Die, But If You Do, What Do I Do Next?

Please Don't Die, But If You Do, What Do I Do Next? PDF Author: KEITH S. NEVOLA GRUBE ESQ (JOHN E. GRUBE, KURT J.)
Publisher: Createspace Independent Publishing Platform
ISBN: 9781475282191
Category : Executors and administrators
Languages : en
Pages : 0

Book Description
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 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.

Fiduciary Accounting and Trust Administration Guide

Fiduciary Accounting and Trust Administration Guide PDF Author: Robert Whitman
Publisher: Ali-aba
ISBN: 9780831814137
Category : Law
Languages : en
Pages : 428

Book Description
Advice for lawyers who handle probate of estates and administer trusts.

Contentious Probate Handbook

Contentious Probate Handbook PDF Author:
Publisher:
ISBN: 9781784460600
Category :
Languages : en
Pages :

Book Description


Anderson's Ohio Probate Practice and Procedure

Anderson's Ohio Probate Practice and Procedure PDF Author: Anthony M. Barlow
Publisher:
ISBN: 9781583601952
Category : Law
Languages : en
Pages :

Book Description
Anderson's Ohio Probate Practice & Procedure is published in a three volume, easy to use format. Annually revised & fully annotated, this set remains the most thorough & useful authority on Ohio probate law, practice & procedure. Volume One consists of comprehensive, annotated text discussing every aspect of probate procedure in chronological order detailing every move the practitioner will need to follow in Outlines of Procedure. Volume Two includes new & revised Standard Probate Forms & Estate Tax Forms, as well as Bulletins. Also included are a complete set of forms on topics not covered by standard forms. The handbook contains relevent parts of Title 21 & related titles of Page's Ohio Revised Code Annotated. Also included are the Rules of Superintendence for the Courts of Ohio governing probate court procedures. Each volume contains a comprehensive index to the entire set for faster, more efficient research. Text & form coverage includes: * Adoptions * Estates * Trusts * Guardianships * Care & treatment for the mentally handicapped.