Settling an Estate
All Settling an Estate Articles
An overview of all the tax returns the executor might need to file on behalf of the deceased person or the estate.
When passing along real estate, the executor must value the property appropriately.
If a car or truck was registered using a TOD form, probate won't be necessary. The beneficiary usually just needs a title and I.D.
To collect the deceased person's cash assets and to have a way to pay the bills, you'll need a bank account for estate funds. Here's how it works.
If you know ahead of time that you'll be serving as the executor of a will, you can take steps now to make settling the estate go much more smoothly.
One of the most important jobs for an executor is to keep beneficiaries in the loop as you work to settle the estate.
As executor, you'll probably find what you need by combing through the paperwork left behind. Here's what to look for and where to find it.
What if you're not even sure there IS a will? Here are some tips on how to conduct your search.
Ultimately, state courts are in charge of who they allow to serve as executor of a will - at least in their probate courts.
If it's available in your circumstances, one great substitute for probate is for inheritors to claim property with a simple sworn statement, or affida...
When the owner of a payable-on-death account dies, the POD beneficiary can simply claim the money from the bank.
The will may provide instructions for what happens if a beneficiary predeceases the will-maker, but if it doesn't, state law determines who inherits.
If you’re the executor or administrator of an estate, you’re going to need copies of the deceased person’s death certificate.
Here's a list that can help you get organized in the hectic and difficult time after a loved one's death.
When an inheritance is left to a group and one member is no longer living - for example a "member" child of a "group" of children - it can be confusin...
The executor is charged with keeping estate property safe and secure until it's turned over to the beneficiaries.
Can you "fire" the executor? A court can always remove an executor who is dishonest or seriously incompetent.
Being a conscientious executor takes a lot of time and effort. Should you get paid for taking on the job? State law typically provides for payment of ...
It isn't usually hard to tell whether or not a will meets your state's legal requirements for validity. Here's what to look for.
Here’s a summary of what you’ll be doing when you serve as an executor.
Whether you should serve depends on your individual situation as well as the general demands of the executor's job.