Executor Help

Author : David E. Edey
Publisher : FriesenPress
Page : 143 pages
File Size : 50,7 Mb
Release : 2021-09-07
Category : Family & Relationships
ISBN : 9781039107281

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Executor Help by David E. Edey Pdf

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.

Author : James Metz
Publisher : Archway Publishing
Page : 30 pages
File Size : 50,6 Mb
Release : 2017-12-18
Category : Family & Relationships
ISBN : 9781480855694

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Help Your Executor Before You Leave by James Metz Pdf

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.

Author : Jennifer Greenan,CCH Canadian Limited
Publisher : CCH Canadian Limited
Page : 316 pages
File Size : 44,9 Mb
Release : 2003
Category : Law
ISBN : 1553672135

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The Executor's Handbook by Jennifer Greenan,CCH Canadian Limited Pdf

Author : Theodore E. Hughes,David Klein
Publisher : Infobase Publishing
Page : 273 pages
File Size : 43,8 Mb
Release : 2007
Category : Business
ISBN : 9781438129891

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The Executor's Handbook by Theodore E. Hughes,David Klein Pdf

The Executor's Handbook, Third Edition is a step-by-step guide to settling an estate for personal representatives, administrators, and beneficiaries.

Author : James Metz
Publisher : Unknown
Page : 30 pages
File Size : 53,5 Mb
Release : 2017-12-18
Category : Self-Help
ISBN : 1480855685

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Help Your Executor Before You Leave by James Metz Pdf

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.

Author : Mary Randolph,Jennie Lin
Publisher : Nolo
Page : 481 pages
File Size : 53,7 Mb
Release : 2024-06-25
Category : Business & Economics
ISBN : 9781413331745

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The Executor's Guide by Mary Randolph,Jennie Lin Pdf

The step-by-step guide to serving as an executor, trustee, or estate representative 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. The Executor's Guide provides a clear road map 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 * the first steps you should take after a loved one dies * claiming life insurance, Social Security, and other benefits * making sense of a will, and what to do if there is no will * how to determine whether probate is necessary * filing taxes * managing assets inherited by a minor child * probate court proceedings * handling simple trusts, and * working with lawyers, appraisers, accountants, and other experts. The 10th edition of The Executor's Guide contains updated tables that outline the key points of each state's laws. It also provides the latest information on estate tax laws. With Downloadable Worksheets: download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).

Author : G. Thomas Carter
Publisher : Unknown
Page : 144 pages
File Size : 46,6 Mb
Release : 2015-11-15
Category : Executors and administrators
ISBN : 1770402640

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So You've Been Appointed Executor by G. Thomas Carter Pdf

The executor's job is much more involved than you might initially believe. At its simplest, the executor's role involves documenting assets of the deceased, paying the bills for the estate, and distributing assets to the rightful beneficiaries. These in themselves are not simple tasks, and there are many more to come.

Author : Sharon Hartung
Publisher : FriesenPress
Page : 175 pages
File Size : 43,5 Mb
Release : 2021-04-26
Category : Business & Economics
ISBN : 9781039113374

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Digital Executor® by Sharon Hartung Pdf

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.

Author : Douglas D. Wilson
Publisher : Simon and Schuster
Page : 304 pages
File Size : 54,7 Mb
Release : 2014-01-08
Category : Law
ISBN : 9781440570872

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The Everything Executor and Trustee Book by Douglas D. Wilson Pdf

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.

Author : Edward Olkovich
Publisher : EstateTherapy Inc
Page : 226 pages
File Size : 50,9 Mb
Release : 2011-08
Category : Business & Economics
ISBN : 9780973158854

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Executor Kung Fu by Edward Olkovich Pdf

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.

Author : KEITH S. NEVOLA GRUBE ESQ (JOHN E. GRUBE, KURT J.),Kurt J. Grube,Keith S. Grube
Publisher : Createspace Independent Publishing Platform
Page : 0 pages
File Size : 51,8 Mb
Release : 2012-06-19
Category : Executors and administrators
ISBN : 1475282192

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Please Don't Die, But If You Do, What Do I Do Next? by KEITH S. NEVOLA GRUBE ESQ (JOHN E. GRUBE, KURT J.),Kurt J. Grube,Keith S. Grube Pdf

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.

Author : Enodare
Publisher : Enodare Limited
Page : 295 pages
File Size : 46,9 Mb
Release : 2010-12
Category : Law
ISBN : 9781906144302

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How to Probate an Estate - A Step-By-Step Guide for Executors by Enodare Pdf

"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.

Author : Mary Randolph
Publisher : Unknown
Page : 128 pages
File Size : 44,8 Mb
Release : 2004
Category : Executors and administrators
ISBN : LCCN:2003069099

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The Executor's Guide by Mary Randolph Pdf

Author : Edward Olkovich
Publisher : EstateTherapy Inc
Page : 113 pages
File Size : 43,8 Mb
Release : 2024-06-06
Category : Electronic
ISBN : 8210379456XXX

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Choosing Executors by Edward Olkovich Pdf

Author : Adam Malek,Brian J Quinlan,Dickson Lai
Publisher : Unknown
Page : 152 pages
File Size : 55,7 Mb
Release : 2020-08-27
Category : Electronic
ISBN : 9798676593582

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How to Administer an Estate in Ontario by Adam Malek,Brian J Quinlan,Dickson Lai Pdf

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.