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Executor's Guide: Settling a Loved One's Estate or Trust | 
 enlarge | Author: Mary Randolph
Publisher: NOLO
Category: Book
List Price: $39.99
Buy New: $22.40
You Save: $17.59 (44%)
New (29) Used (8) from $22.40
Rating:  15 reviews
Sales Rank: 41749
Media: Paperback
Edition: 3
Pages: 507
Number Of Items: 1
Shipping Weight (lbs): 1.8
Dimensions (in): 8.9 x 6.8 x 1.2
ISBN: 1413306551
Dewey Decimal Number: 346.73056
EAN: 9781413306552
ASIN: 1413306551
Publication Date: January 15, 2008
Availability: Usually ships in 1-2 business days
Condition: Absolutely Brand New & In Stock. 100% 30-Day Money Back. Direct from our warehouse. Ships by USPS. 1+ million customers served-In business since 1986. Happy Customers is Our #1 Goal. Toll Free Support
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Product Description
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 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 The 3rd edition contains updated tables outlining key points of each state's laws, the latest information on estate taxes and worksheets that help you stay organized and on track.
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| Customer Reviews: Read 10 more reviews...
 executor October 3, 2008
executor
PA state inhertince tax book tells you everything in this book for free and it is available for download from the state. I wish I had not bought the book.
Executor's Guide:Settling A Loved One's Estate July 10, 2008
M. Kelley
This book was informative and served as a good guide for getting started on settling an estate. It also was easy to understand.
An estate administration and settlement book with lots of good content, but kind of sloppy when it comes to organization! July 6, 2008
ExecutorCoach.com (Princeton, NJ USA)
1 out of 1 found this review helpful
I think this book is wonderful. It is packed with content. And it's very informative. However, I wasn't particularly impressed with its organization. There are many books that could be written to help an executor do his or her job in adminstering and settling a decedent's estate, among them would be the following titles:
EXECUTOR DUTIES
1. An executor's guide about an executor's role, responsibilities, and fiduciary duty
2. An executor's guide on what to do when the decedent dies
3. An executor's guide to what constitutes the unauthorized practice of law
4. An executor's guide to estate property
5. An executor's guide to estate liabilities
6. An executor's guide to professionals who help in the administration of an estate
7. An executor's guide to services offered and performed by estate attorneys
8. An executor's guide to settling a trust (if the executor is a trustee)
THE LAW
9. An executor's guide on how to read a will
10. An executor's guide to the laws of intestacy
11. An executor's guide to probate procedure
12. An executor's guide to guardianship law
13. An executor's guide to disclaimers for post-death estate planning
14. An executor's guide to Louisiana custom, law, and procedure regarding an executor's duties
TAXES
15. An executor's guide to federal estate taxes
16. Case studies: Completed Federal Estate Tax Forms
17. An executor's guide to state inheritance taxes
18. Case Studies: Completed State Inheritance Tax Forms
19. An executor's guide to generation skipping taxes
20. Case studies: Completed Generation Skipping Tax Forms
21. An executor's guide to income taxes
22. Case studies: Completed Income Tax Forms
The instant book being reviewed was close to 500 pages long. Each one of the suggested books above could easily be 500+ pages long if written well and completely. In fact, #s 10 and 11 could be done for each state and probably be 500+ pages each. The point is, that for the instant book being reviewed to get a 5-star rating it has to be well organized so it can act as a springboard for the reader into other resources. In my humble opinion, this book does not force the reader to quickly and easily grasp the material presented. Accordingly, I have bumped down its star rating. But don't take my word for it. Judge for yourself. Does the book cover the 22 topics listed herein above in a clear and organized manner?
This book totes itself as an "excutor's" guide. But I think it is better defined as an adminstration and settlement guide for executors AND TRUSTEES. Thus, I would change the title a bit to make it more representative of what the book covers.
I think Part I (Getting Ready) along with chapters 3 (The First Week), 4 (The First Month), and 9 (Managing Money & Paying Bills) should be moved to the end of the book and renamed Appendix A. And I think the title of the new Appendix A should be "Roles, Responsibilities, & Fiduciary Duty." I would move chapters 6 and 7 to the end of the book and call them Appendix B. Reading a Will is something an executor must do, but it is ancillary to his or her roles, responsibilities, and fiduciary duty. And I think Part IV (Getting More Help) should be made Appendix C. The current Appendix A should be renamed Appendix D.
I think the middle of the book should be reordered as follows:
8. Taking inventory
>>5. Life Ins, SS, & other benefits
>>15. Retirement plans
>>16. POD assets
>>13. Survivorship property
>>14. Community property
12. Property that doesn't go through probate
18. The regular probate process
17. Special procedures for small estates
11. Taxes
I'm not sure where Chapter 10 belongs? It seems to be just thrown into the middle of the book. I think it should at least have been positioned somewhere close to Chapter 20 (Managing a Child's Trust). 4 stars!
 Get this book before you must have it April 29, 2008
John Busco (Silicon Valley, CA USA)
1 out of 1 found this review helpful
As with other Nolo books that I have read, The Executor's Guide is very well organized and well written in "plain English". The index is useful to use the book as a reference.
The book is specific for what to do and the types of issues you'll face after someone close to you passes away. Not only is it a great handbook for the estate's executor, but this book will be very useful to spouses, children, heirs, and trustees.
Since this book is focused on what to do to settle an estate, I'd also recommend that you get a different book on estate planning for preparing wills, trusts, etc. An excellent guide for this purpose is Nolo's Plan Your Estate: Everything You Need to Know to Protect Your Loved Ones, Property & Finances.
spro (Mid Michigan , USA)
This helped me alot , even if you don't have to go to probate .
Well worth the price IMO .
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| Worthwhile Reading | Myths and Realities about Working Longer
Alicia H. Munnell and Steven Sass. 2008. “Working Longer: The Solution to the Retirement Income Challenge.” Washington, DC: Brookings Institution Press.
For more information, contact Andrew Eschtruth at 617-552-1729 or eschtrut@bc.edu.
Myth: Given the growing retirement income challenge, people will have to work forever.
Reality: If individuals worked full time until at least 66, they could enjoy a long and financially secure retirement, with incomes one-third higher than if they retired at 62.
Myth: Older workers will choose to work longer on their own.
Reality: Most people retire as soon as benefits are available at age 62.
Myth: As baby boomers approach retirement, employers will embrace older workers.
Reality: Many employers are lukewarm toward retaining older workers due to concerns that they cost too much, lack current skills, and don’t plan to stick around long.
Myth: Employers will quickly change their tune in response to labor shortages.
Reality: Many employers with a high proportion of older workers are in declining industries. Others can tap global labor markets.
Myth: Older workers have little to offer employers.
Reality: Older workers often have advantages over younger workers — including higher productivity, better judgment, a stronger work ethic, and better people skills.
Myth: Phased retirement — shifting to part-time employment with a career employer — is the solution for keeping people in the workforce longer.
Reality: Many firms are reluctant to offer phased retirement due to concerns over which workers would be eligible, health insurance costs, and part-time schedules.
Myth: Most workers can work longer by remaining with their career employer.
Reality: Career employment is declining fast — only 44 percent of male workers age 58-62 are still with their age-50 employer, down from 70 percent two decades ago.
Myth: The working longer prescription is the answer for everyone.
Reality: While today’s older workers are generally healthier and better educated, up to a third could be hard pressed to work into their mid-60s due to poor health or job prospects.
Myth: Government cannot do much to encourage longer work lives.
Reality: Raising Social Securitys earliest eligibility age of 62 could push back the work-retirement divide by changing the mindset of both workers and employers.
Myth: Eliminating mandatory retirement removed a major barrier to working longer.
Reality: Mandatory retirement could actually promote longer work lives by providing both employers and workers clear expectations about when careers end.
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| | Retirement Facts | The number of active workers participating in an employment-based defined benefit (pension) plan has been steadily decreasing, while the number has been growing in 401(k)-type plans.
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