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Help Your Executor Before You Leave

Help Your Executor Before You Leave PDF Author: James Metz
Publisher: Archway Publishing
ISBN: 1480855693
Category : Family & Relationships
Languages : en
Pages : 45

Book Description
Once youve chosen your executor to handle your matters after you pass, you assemble a box of documents and refer that person to information on the numerous tasks awaiting in his or her executor year. And then you relax. Not so fast! There are many things you can do now, before you leave, to ease your loved ones burden. Help Your Executor before You Leave can assist you in preparing a list of instructions to help guide your executor through the process. You can provide specific directions that fit your particular circumstances and spare your executor significant work while doing so. Whats more, youll have the chance to identify what is truly important in your life and make the necessary plans for your estate once youre gone. You can feel confident that your affairs will be handled as you wish and gain the peace of mind that comes with knowing you have done all you can to aid the people youll leave behind. This guide offers advice and step-by-step processes for those organizing their affairs near the end of their lives and readying to pass them into the hands of an executor.

Help Your Executor Before You Leave

Help Your Executor Before You Leave PDF Author: James Metz
Publisher: Archway Publishing
ISBN: 1480855693
Category : Family & Relationships
Languages : en
Pages : 45

Book Description
Once youve chosen your executor to handle your matters after you pass, you assemble a box of documents and refer that person to information on the numerous tasks awaiting in his or her executor year. And then you relax. Not so fast! There are many things you can do now, before you leave, to ease your loved ones burden. Help Your Executor before You Leave can assist you in preparing a list of instructions to help guide your executor through the process. You can provide specific directions that fit your particular circumstances and spare your executor significant work while doing so. Whats more, youll have the chance to identify what is truly important in your life and make the necessary plans for your estate once youre gone. You can feel confident that your affairs will be handled as you wish and gain the peace of mind that comes with knowing you have done all you can to aid the people youll leave behind. This guide offers advice and step-by-step processes for those organizing their affairs near the end of their lives and readying to pass them into the hands of an executor.

Help Your Executor Before You Leave

Help Your Executor Before You Leave PDF Author: James Metz
Publisher:
ISBN: 9781480855687
Category : Self-Help
Languages : en
Pages : 30

Book Description
Once you've chosen your executor to handle your matters after you pass, you assemble a box of documents and refer that person to information on the numerous tasks awaiting in his or her executor year. And then you relax. Not so fast! There are many things you can do now, before you leave, to ease your loved one's burden. Help Your Executor before You Leave can assist you in preparing a list of instructions to help guide your executor through the process. You can provide specific directions that fit your particular circumstances and spare your executor significant work while doing so. What's more, you'll have the chance to identify what is truly important in your life and make the necessary plans for your estate once you're gone. You can feel confident that your affairs will be handled as you wish and gain the peace of mind that comes with knowing you have done all you can to aid the people you'll leave behind. This guide offers advice and step-by-step processes for those organizing their affairs near the end of their lives and readying to pass them into the hands of an executor.

The Executor's Guide

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

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.

Executor Help

Executor Help PDF Author: David E. Edey
Publisher: FriesenPress
ISBN: 1039107281
Category : Family & Relationships
Languages : en
Pages : 143

Book Description
David Edey wants to save you a lot of trouble! In this self-help book he clearly, concisely, and repeatedly explains why it is important that every individual appoint an executor of their estate; what it means to be an executor of an estate; and how having a knowledgeable and responsible executor can help ensure a family’s wealth, welfare, health, and future happiness. The book is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as Edey learned from personal experience, having these conversations earlier, rather than later, will save a lot of time and money, alleviate a ton of stress and ill feeling, and ensure that the deceased’s wishes are properly and efficiently carried out.

We The People's Guide to Estate Planning

We The People's Guide to Estate Planning PDF Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Category : Business & Economics
Languages : en
Pages : 322

Book Description
WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

When Someone Dies

When Someone Dies PDF Author: Scott Taylor Smith
Publisher: Simon and Schuster
ISBN: 1476700249
Category : Family & Relationships
Languages : en
Pages : 252

Book Description
A lawyer and venture capitalist provides a complete, practical guide for dealing with the concrete details surrounding the death of a loved one, from funeral and estate planning to navigating the complexities of online identities. Scott Taylor Smith, a venture capitalist and lawyer, had plentiful resources, and yet after his mother died, he made a series of agonizing and costly mistakes in squaring away her affairs. He could find countless books that dealt with caring for the dying and the emotional fallout of death, but very few that dealt with the logistics. In the aftermath of his mother’s death, Smith decided to write the book he wished he’d had. When Someone Dies provides readers with a crucial framework for making good, informed, money-saving decisions in the chaotic thirty days after a loved one dies and beyond. It provides essential, concrete guidance on: • Making funeral and memorial service arrangements • Writing an obituary • Estate planning • Contacting family and friends • Handling your loved one’s online footprint • Navigating probate • Dealing with finances, including trusts and taxation • And much, much more Featuring concise checklists in each chapter, this guide offers answers to practical questions, enabling loved ones to save time and money and focus on healing.

Model Rules of Professional Conduct

Model Rules of Professional Conduct PDF Author: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216

Book Description
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Understanding Living Trusts

Understanding Living Trusts PDF Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230

Book Description
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

The Executor's Guide

The Executor's Guide PDF Author: Mary Randolph
Publisher: Nolo
ISBN: 1413328334
Category : Law
Languages : en
Pages : 529

Book Description
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).