The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Executors, Administrators, and Beneficiaries

The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Executors, Administrators, and Beneficiaries
by David Klein, Theodore E. Hughes

The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Executors, Administrators, and Beneficiaries
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Book Summary Information

Author: David Klein, Theodore E. Hughes
Edition: Paperback
Audio: English (Unknown); English (Original Language); English (Published)
Published: 2007-06
ISBN: 081606668X
Number of pages: 260
Publisher: Checkmark Books

Book Reviews of The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Executors, Administrators, and Beneficiaries

Book Review: Short, sweet, and to the point!
Summary: 5 Stars

[Book review I wrote for an earlier edition of this book.]

After reading this book you can probably be an executor for an estate without hiring an attorney (assuming no legal documents have to be prepared or filed in court). I found this book in the reference section of the Westfield Pubic Library (NJ) along with its companion book: A Family Guide to Wills, Funerals & Probate (ISBN: 081604550X). This book was written for an executor to read, and the companion book concerned much of the same material but for the decedent to read before he or she dies.

I thought this book was great, and that it will help an executor gain a grasp of his or her responsibilities when administering and closing a decedent's estate. It is written without legal jargon. Have you ever had to administer an estate and gone to an attorney for help? Did you expect the attorney to tell you about your duties and delegate as much of the work to you as possible? And did you find the attorney did a lot of work you think you could and should have done? Well, if so, then this book probably could have helped you talk to the attorney and have more worked delegated to you.

This book is as comprehensive as it needs to be to educate an executor about his or her duties. When those duties can be complicated, the authors explain the basics so an attorney can be consulted to provide legal services. Keep in mind that many estates can be settled without any legal help being needed. Thus, I recommend an executor read this book before ever seeking an attorney for help, guidance, or services.

The edition of the book I read was hardbound and very pretty. There was an index of terms in the back of the book. However, I would have liked the book better if there had been a glossary of terms back there, too. Don't worry that the book doesn't have your state in its title. It is written so it is applicable to executors in all 50 states.

I found the book to be deficient in covering (failed to cover) the various tax forms (federal estate & income; state estate & income) that must be filed. They mention them, but I would have liked the book better if more had been written about them. Filing the tax returns is often the most complicated aspect of doing executor work. Most of the other things just take time. 5 stars!

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