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The Complete Executor's Guidebook
A step-by-step guide to settling a loved one's estate.
Being an executor or personal representative is no easy task. For many, the job comes at a time of high emotion and is something that has never been done before. The Complete Executor's Guidebook is here to help ease this troubling time and make this overwhelming task manageable.
It gives you everything you need to navigate through all the paperwork and responsibility that comes with this role. It takes you step-by-step though all of the legal and financial matters that must be completed and provides you with a plan to timely settle an estate. With it you will feel confident that you are doing everything you need to do, such as:
- Preparing for your role as an executor or trustee
- Making claims for insurance, social security and other benefits
- Understanding the will or trust provisions
- Handling situations when documents are missing
- Going to court
- Dealing with taxes
- Finding your state's laws
- Working with lawyers, accountants, insurance agents and others
Being an executor or personal representative is no easy task. For many, the job comes at a time of high emotion and is something that has never been done before. The Complete Executor's Guidebook is here to help ease this troubling time and make this overwhelming task manageable.
It gives you everything you need to navigate through all the paperwork and responsibility that comes with this role. It takes you step-by-step though all of the legal and financial matters that must be completed and provides you with a plan to timely settle an estate. With it you will feel confident that you are doing everything you need to do, such as:
- Preparing for your role as an executor or trustee
- Making claims for insurance, social security and other benefits
- Understanding the will or trust provisions
- Handling situations when documents are missing
- Going to court
- Dealing with taxes
- Finding your state's laws
- Working with lawyers, accountants, insurance agents and others
336 pages, Kindle Edition
First published June 1, 2007
8 people are currently reading
9 people want to read
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Displaying 1 - 3 of 3 reviews
May 3, 2020
In May 2020, the Organize 365 book reviews will focus on estate planning and home organizing. This week I am reviewing The Complete Executor’s Guidebook by Benjamin H. Berkley.
This book was my lifeline the year my father was sick, fell ill, and ultimately passed away. It answered a lot of the questions I had and helped me to organize my thoughts. There are a ton of checklists and some state specific information in this book. It is a great reference book to have in your home.
I learned so much from this book that helped us settle our estate more easily and quickly than we might have otherwise have done. It helped me organize the paper and ask the right questions in order to make this process more efficient and to make progress.
For more information on the binders I created to help you keep financial and medical paperwork organized, check out organize365.com/shop
Watch my full YouTube review of this book at youtu.be/l60cfRu6Pl4
This book was my lifeline the year my father was sick, fell ill, and ultimately passed away. It answered a lot of the questions I had and helped me to organize my thoughts. There are a ton of checklists and some state specific information in this book. It is a great reference book to have in your home.
I learned so much from this book that helped us settle our estate more easily and quickly than we might have otherwise have done. It helped me organize the paper and ask the right questions in order to make this process more efficient and to make progress.
For more information on the binders I created to help you keep financial and medical paperwork organized, check out organize365.com/shop
Watch my full YouTube review of this book at youtu.be/l60cfRu6Pl4
Currently reading
February 10, 2013Very helpful for anyone being an executor of an estate for the first time. Great checklists and step by step processes.
October 10, 2015
346.052 Berkley OPL. 2007. Great for Trust and Probate Wills Personal Representatives. Look for update...6 years old.
Displaying 1 - 3 of 3 reviews