Authors: Stephen G. Christianson
ISBN-13: 9781564147271, ISBN-10: 1564147274
Format: Paperback
Publisher: Career Press, Incorporated
Date Published: June 2004
Edition: REV
Newly revised and updated, How to Administer an Estate is a step-by-step, self-help resource that guides you through the entire estate and probate process from start to finish, answering every question along the way such as:* What do you need to know before you agree to become an executor? * What needs to be done if a person died without a will? * How do you "open" an estate? * How do you take inventory and distribute an estate's assets? * When is it necessary to call an accountant or lawyer? How to Administer an Estate is complete with great advice, descriptions, and examples of common situations, sample forms, checklists, appendices after each chapter, a glossary, and summaries of the legal requirements in all 50 states.
Introduction | 11 | |
Chapter 1 | Becoming an Executor | 15 |
Sample Last Will and Testament | 20 | |
Appendix 1 | 25 | |
Chapter 2 | Preliminary Steps Upon Death | 35 |
Sample Legal Audit Form | 40 | |
Appendix 2 | 47 | |
Chapter 3 | Opening the Estate | 69 |
Sample Letters of Administration and Formal Notice | 75 | |
Appendix 3 | 79 | |
Chapter 4 | Inventorying the Estate | 89 |
Sample Estate Inventory Form | 96 | |
Appendix 4 | 97 | |
Chapter 5 | Handling Claims Against the Estate and Estate Taxes | 101 |
Appendix 5 | 111 | |
Chapter 6 | Managing the Estate | 125 |
Sample Asset Purchase and Sale Agreement | 130 | |
Appendix 6 | 135 | |
Chapter 7 | Accountings, Distributions to Beneficiaries, and Closing the Estate | 141 |
Sample Estate Accounting Form | 147 | |
Appendix 7 | 149 | |
Glossary of Terms | 155 | |
Sources of Further Information | 158 | |
Index | 163 | |
About the Author | 168 |