The Executor's Guide Settling A Loved One's Estate or Trust


Learn More


The step-by-step guide to serving as an executor
Settle an estate or trust with this all-in-one guide for executors. The Executor's Guide will help you make progress, one step at a time, through the unfamiliar land of legal procedures and terminology. It explains how to:
figure out who inherits property
claim life insurance, Social Security, and other benefits
understand a will
determine whether or not probate is necessary
A roadmap to follow
If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed—especially when you're grieving. The Executor's Guide will lead you 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
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
probate court proceedings
dealing with family members
handling simple trusts, and
working with lawyers, appraisers, accountants and other experts.
The 8th edition contains updated tables outlining key points of each state's laws.
*Applies in all states except Louisiana.