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The Executor's Guide: Settling a Loved One's Estate or Trust 4th Edition

4.4 out of 5 stars 82 customer reviews
ISBN-13: 978-1413310931
ISBN-10: 1413310931
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Product Details

  • Series: Executor's Guide: Settling a Loved Ones Estate or Trust
  • Paperback: 510 pages
  • Publisher: NOLO; 4 edition (February 9, 2010)
  • Language: English
  • ISBN-10: 1413310931
  • ISBN-13: 978-1413310931
  • Product Dimensions: 7 x 1 x 9 inches
  • Shipping Weight: 1.7 pounds
  • Average Customer Review: 4.4 out of 5 stars  See all reviews (82 customer reviews)
  • Amazon Best Sellers Rank: #448,245 in Books (See Top 100 in Books)

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Customer Reviews

Top Customer Reviews

By J. G. Renauer on December 10, 2005
Format: Paperback
It hard enough when your parent unexpectedly dies and you discover you are the executor of the estate. There are so many questions and so little time. This book is a godsend. It covers everything you need to know from the moment your loved one passes. It describes step by step, in plain english fashion, what needs to be done in the first week, the first month, and in the future. Everything from death certificates, to funeral arrangements, to claiming life insurance, and, of course, dealing with the estate. It's all in this book. It is your one-stop resource for unbiased, easy to understand, how-to information. This is THE book to have even if you are not an executor. It will help your entire family. It answers so many questions and takes the mystery out of settling an estate. It's like having an estate attorney in the family. It has helped my family tremendously.

Books from Nolo Press have always been easy to understand and use. This book is no exception and contiunes their fine tradition of making legal processes accessible to ordinary folks like you and me.
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Format: Paperback
An excellent guide for those of us struggling to manipulate the legal maze of probate. After having read the book, I was able to avoid asking as many questions of an attorney resulting in savings to the estate of hundreds of dollars. More importantly, I was able to deal with heirs and family members in a fair and intelligent manner. No one has been able to complain of things not being explained clearly or of the process moving too slowly. I would recommend the book to anyone who is about to administer an estate.It is a great tool for an heir or family member who simply wants to be better informed.
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Format: Paperback
This book does a fine job of providing a basic overview of all steps of the probate process and for settling a trust. It is well organized, easy to read, and provides good sources of additional information.

However, it does not provide advice on how to handle semi-complex situations that often arise during probate or while managing a trust. While very complex questions of law should be left to professionals and not hastily discussed in a do-it-yourself book, some treatment should have been give to such things as how to deal with banks and other holders of property who do not recognize the authority of the trustee or executor or what to do to settle disputes with an attorney-in-fact under a durable power of attorney or between co-trustees.

I purchased this book because I was looking for a good guide for a trustee who was managing a living trust for a trustor who was declared incompetent. This is an increasingly common situation and the book completely ignores it, instead only discussing trusts in the context settling the trust or a deceased trustor-- as the title of the book suggests.

This book is great starting point, but if the estate or trust you are settling is not perfectly planned and drafted, you will likely still need the help of a professional.

Despite the shortcomings, I am yet to find a better guide. I would give it 3.5 stars if I could.
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Format: Paperback Verified Purchase
I discovered this book in the our city library, and decided to purchase it as I felt that it would be very useful. It covered most of the areas of information an Executor or Trustee would want to know. My neighbor also read the book and some of the subject areas made her decide to go back to an attorney with more questions concerning her current Trust.

I would highly recommend this book for individuals who may become Executors or Trustees. It covered information in a simplistic manner in lieu of using lawyer language. It also covers tax ramifications but is not the basic goal of this helpful publication.
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Format: Paperback
I purchased this book in June 2006 along with another Nolo publication called "Get It Together: Organizing Your Records for Loved Ones". Both books offer a treasure trove of information, resources, forms, websites, government agencies, etc. to plan the nuts and bolts of your estate should there be an unfortunate call from the grim reaper for you or close relatives or friends.

I feel such a sense of freedom and security knowning all my affairs are in order should I be involved in an accident, be incapacitated or die. In addition, I have educated myself now in a cogent state of mind. The Executor's Guide covers a lot of territory, so you do not what to be learning what to do under emotional and tragic circumstances if at all possible.

Just by looking at the Table of Contents alone, I think it's safe to conclude there will be a number of chapters of where you will have a basic understanding of the title, but lack a more detailed appreciation of the subject matter. All materials are presented in a down to earth style with hints, tricks and traps to avoid along the way.

Executor's Guide is at it's greatest when discussing an event or responsibility, who does and doesn't need to be involved, discussing the legal ramifications and how the legal system works generally with respect to the event and the next steps to take. Please pickup this excellent resource you can share with others in your family or friends, so you can effectively deal with someone's estate if you are asked and learn some tips to manage your own records.
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