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Nuts and Bolts Guide: Estate Administration
If a close family member or friend died, would you know the steps to take to sort out the person's estate? This Guide sets forth the basic steps to follow in handling a decedent's estate, once the most immediate issues have been addressed. A solid concise guide for these difficult issues. Available exclusively from H.E.L.P. Other Nuts and Bolts Guides
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Details
Published by H.E.L.P., January 1, 2008.
Price: $10.00 (USA) (including USPS
print mail shipping and any applicable sales tax). Continental USA sales and shipment
only.
Sample Page One (Acrobat Reader 5.0 or later)
Background
After a person dies, someone needs to step in to handle the decedent's affairs, making sure debts are paid and assets are transferred to the appropriate people. Often a decedent has named someone to handle the estate in his or her will or trust. If no one has been named and a probate is required, the judge will appoint someone. If a probate is not required, a close relative or friend usually steps in and handles matters.
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Description
This four-page, laminated, plain-language guide discusses the six important steps in an estate administration:
- Find information, documents and assets.
- Notify all necessary parties.
- List and value assets and debts.
- Determine proper transfer method(s).
- Handle debts and taxes.
- Transfer to heirs and beneficiaries.
Guide reflects law in effect in California on January 1, 2008.
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