Nuts and Bolts Guide: Estate Administration
This Guide sets forth the basic steps to handle the estate of a close family member or friend who has passed. For H.E.L.P.s free checklist, Things to Do When a Person Dies, call 310-533-1966 or visit better-endings.org.
Estate Administration
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BackgroundAfter a person dies, someone needs to make sure that debts are paid and assets are given to the proper people. If no one has been named, and probate is necessary, a probate court judge will appoint someone. Should probate not be required, a close relative or friend may often step in to distribute assets and pay off remaining debts. DetailsInformation provided is reflective of current California law and procedures (2009). Price$5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only. |
Description
- This four-page, plain-language guide discusses the six important steps to follow when administering an estate:
- 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
See our other Nuts and Bolts Guides here.
June, 2009
