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The Executor s Handbook

The Executor s Handbook Book
Author : Theodore E. Hughes,David Klein
Publisher : Infobase Publishing
Release : 2007
ISBN : 1438129890
Language : En, Es, Fr & De

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Book Description :

A guidebook to the administration of estates for executors and beneficiaries, including financial advice, taxes, claim disputes and other legal considerations.

The Everything Executor and Trustee Book

The Everything Executor and Trustee Book Book
Author : Douglas D. Wilson
Publisher : Simon and Schuster
Release : 2014-01-08
ISBN : 1440570876
Language : En, Es, Fr & De

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Book Description :

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.

The Executor s Guide

The Executor s Guide Book
Author : Mary Randolph
Publisher : Nolo
Release : 2021-03-30
ISBN : 1413328326
Language : En, Es, Fr & De

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Book Description :

Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do to make the job manageable.

Executor Help

Executor Help Book
Author : David E. Edey
Publisher : FriesenPress
Release : 2021-09-07
ISBN : 1039107281
Language : En, Es, Fr & De

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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.

The Complete Executor s Guidebook

The Complete Executor s Guidebook Book
Author : Benjamin Berkley
Publisher : Sphinx Publishing
Release : 2007
ISBN : 9781572486041
Language : En, Es, Fr & De

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Book Description :

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

The Executor s Handbook

The Executor s Handbook Book
Author : Jennifer Greenan,CCH Canadian Limited
Publisher : CCH Canadian Limited
Release : 2003
ISBN : 9781553672135
Language : En, Es, Fr & De

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Book Description :

Download The Executor s Handbook book written by Jennifer Greenan,CCH Canadian Limited, available in PDF, EPUB, and Kindle, or read full book online anywhere and anytime. Compatible with any devices.

How to Probate an Estate A Step By Step Guide for Executors

How to Probate an Estate   A Step By Step Guide for Executors Book
Author : Enodare
Publisher : Enodare Limited
Release : 2010-12
ISBN : 1906144303
Language : En, Es, Fr & De

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Book Description :

"Initiate and close probate with ease, learn how to locate and manage estate assets, deal with creditors' claims, taxes and trusts, avoid the common mistakes made by many executors"--Cover.

Estate Trust Administration For Dummies

Estate   Trust Administration For Dummies Book
Author : Margaret A. Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Release : 2018-11-27
ISBN : 1119543851
Language : En, Es, Fr & De

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Book Description :

Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. 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 Dummies guides 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.

Your Executor Duties

Your Executor Duties Book
Author : Holmes F. Crouch
Publisher : Unknown
Release : 2005
ISBN : 9780944817759
Language : En, Es, Fr & De

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Book Description :

Reflecting the changes in the IRS death tax exclusion, this guide explains the specific role and duties of an executor for any appointed as such or for anyone who has written a will and has appointed an executor to carry out the specific desires and intentions that a lawyer may not be able to perform if beholden to the legal system.

The Executor s Handbook

The Executor s Handbook Book
Author : Theodore E. Hughes,David Klein
Publisher : Skyhorse Publishing, Inc.
Release : 2014-01-02
ISBN : 1626364214
Language : En, Es, Fr & De

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Book Description :

Presents a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate.

The Executor s Guide

The Executor s Guide Book
Author : McClellan Henry)
Publisher : Hardpress Publishing
Release : 2013-01
ISBN : 9781313482431
Language : En, Es, Fr & De

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Book Description :

Unlike some other reproductions of classic texts (1) We have not used OCR(Optical Character Recognition), as this leads to bad quality books with introduced typos. (2) In books where there are images such as portraits, maps, sketches etc We have endeavoured to keep the quality of these images, so they represent accurately the original artefact. Although occasionally there may be certain imperfections with these old texts, we feel they deserve to be made available for future generations to enjoy.

Digital Executor

Digital Executor   Book
Author : Sharon Hartung
Publisher : FriesenPress
Release : 2021-04-26
ISBN : 1039113370
Language : En, Es, Fr & De

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Book Description :

The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.

How to Administer an Estate in Ontario

How to Administer an Estate in Ontario Book
Author : Adam Malek,Brian J Quinlan,Dickson Lai
Publisher : Unknown
Release : 2020-08-27
ISBN : 0987650XXX
Language : En, Es, Fr & De

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Book Description :

This handbook is a practical guide to administering the estate of a deceased person in Ontario. When someone close to you has died, leaving you in charge of all their worldly possessions, and when others are also grieving and looking to you to settle things quickly and fairly, you need a plain language guide. This is that guide. It is divided into chapters, corresponding to the stages in the administration of an estate. It tells you what needs to be done, when to do it, what you can do yourself, and when you should seek the assistance of a professional.

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  Book
Author : Kurt J. Grube,Keith S. Grube,John E. Nevola
Publisher : Createspace Independent Pub
Release : 2012-06-19
ISBN : 9781475282191
Language : En, Es, Fr & De

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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 for 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 Kung Fu

Executor Kung Fu Book
Author : Edward Olkovich
Publisher : EstateTherapy Inc
Release : 2011-08
ISBN : 0973158859
Language : En, Es, Fr & De

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Book Description :

Handling an estate is complicated. Research proves that people don't know what to do. This complete, step-by-step guide explains how to reduce the stress of being an executor, take inventory of the estate and distribute assets, and other essential topics. The guide is complete with sample forms, case studies, checklists, executor tools, and summaries.

How to Settle an Estate

How to Settle an Estate Book
Author : Charles K. Plotnick,Stephen R. Leimberg
Publisher : Penguin
Release : 2002-04-30
ISBN : 1101153407
Language : En, Es, Fr & De

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Book Description :

The most complete and up-to-date estate-planning guide available Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including: • How to raise cash for immediate estate expenses • Dealing with insurance claims • Knowing when to hire a lawyer, an accountant, and a stock broker • Managing real estate • Distributing assets And much more...

An Executor s Guide to Probate and Estate Administration

An Executor s Guide to Probate and Estate Administration Book
Author : Anonim
Publisher : Unknown
Release : 2001
ISBN : 9780968901205
Language : En, Es, Fr & De

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Book Description :

Download An Executor s Guide to Probate and Estate Administration book written by , available in PDF, EPUB, and Kindle, or read full book online anywhere and anytime. Compatible with any devices.

The Essential Executor s Handbook

The Essential Executor s Handbook Book
Author : David G. Hoffman
Publisher : Red Wheel/Weiser
Release : 2016-03-21
ISBN : 1632659670
Language : En, Es, Fr & De

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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.

How Probate Works

How Probate Works Book
Author : Anthony S Park
Publisher : Unknown
Release : 2019-03-03
ISBN : 9781795484244
Language : En, Es, Fr & De

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Book Description :

What Every Executor and Heir Needs to Know This easy-to-read guide answers all the questions every executor and heir should ask: Who starts the probate process? When is probate needed? And when can you avoid probate? Where should you probate an estate? Which Country? State? County? How long does probate take? How much does probate cost? What are letters testamentary? How to settle an estate How are estate debts paid? How to file final tax returns How to close an estate Why being an executor can be difficult How to choose the best executor How executors should deal with common complaints from heirs What to expect when you're an heir Why being an heir can be frustrating

British Columbia Probate Kit

British Columbia Probate Kit Book
Author : Mary-Jane Wilson
Publisher : Unknown
Release : 2011-02-01
ISBN : 9781770400788
Language : En, Es, Fr & De

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Book Description :

When you probate an estate, you prove by a legal process that a will has been validly made and executed. This may sound complicated, but it isn't.