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Estate Planning
The Complete Executor's Guidebook: A Step-by-Step Guide for Executors and Perosnal Representatives by Benjamin H. Berkley β€” book cover

The Complete Executor's Guidebook: A Step-by-Step Guide for Executors and Perosnal Representatives

by Benjamin H. Berkley
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Overview

A step-by-step guide to settling a loved one's estate.

Being an executor or personal representative is no easy task. For many, the job comes at a time of high emotion and is something that has never been done before. The Complete Executor's Guidebook is here to help ease this troubling time and make this overwhelming task manageable.

It gives you everything you need to navigate through all the paperwork and responsibility that comes with this role. It takes you step-by-step though all of the legal and financial matters that must be completed and provides you with a plan to timely settle an estate. With it you will feel confident that you are doing everything you need to do, such as:

- Preparing for your role as an executor or trustee
- Making claims for insurance, social security and other benefits
- Understanding the will or trust provisions
- Handling situations when documents are missing
- Going to court
- Dealing with taxes
- Finding your state's laws
- Working with lawyers, accountants, insurance agents and others

Synopsis

A step-by-step guide to settling a loved one's estate.

About the Author, Benjamin H. Berkley

Benjamin Berkley has practiced law for more than twenty-eight years, specializing in estate planning and estate administration. He earned his law degree from Western State University. In addition to being admitted to the State Bar of California and the United States Supreme Court, he is also licensed by the State of California and the Department of Justice as a private fiduciary for court appointments as a conservator and trustee of estates.

Mr. Berkley also serves as a panel referral attorney for the nation's largest prepaid legal programs, including ARAG Legal, Hyatt Legal, and GE Consumer Signature Legal. He is a network attorney for AARP members. He regularly conducts seminars on estate planning and has become an advocate for senior rights.

Ben lives with his wife and two children in southern California.

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Book Details

Published
June 1, 2007
Publisher
Sourcebooks, Incorporated
Pages
336
Format
Paperback
ISBN
9781572486041

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