The Everything Executor And Trustee Book

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!

Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

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.

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.

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

INSTANT NATIONAL BESTSELLER A critically acclaimed, intimate and no-holds-barred memoir by Canada’s top defence lawyer, Nothing But the Truth weaves Marie Henein’s personal story with her strongly held views on society’s most pressing issues. Marie Henein, arguably the most prominent lawyer in the country, has written a memoir that is at once raw, beautiful, and altogether unforgettable. Her story, as an immigrant from a tight-knit Egyptian-Lebanese family, demonstrates the value of strong role models—from her mother and grandmother, to her brilliant uncle Sami who died of AIDS. She learned the value of hard work, being true to herself and others, and unapologetically owning it all. Marie Henein shares here her unvarnished view on the ethical and practical implications of being a criminal lawyer, and how the job is misunderstood and even demonized. Ironically, her most successful cases made her a “lightning rod” in some circles, confirming her belief that much of the public’s understanding of democracy and the justice system is based on popular culture and social media, and decidedly not the rule of law. As she turns fifty and struggles with the corrosive effect becoming invisible has on women, Marie doubles down on being even more highly visible and opinionated as she deconstructs, among other things, the otherness of the immigrant experience (Where are you really from?), the pros and cons of being a household name in this country, opening her own boutique law firm, and the commoditization of women’s previously unpaid labour popularized by the likes of Martha Stewart. Nothing But the Truth is refreshingly unconstrained and surprising—an account by a woman at the top of her game in a male-dominated world.

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.