
Managing an Estate Without Paper Records
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Managing an estate after the death of a loved one is hard. It is especially hard if there are no paper records. This book, based on the author's experience, shows how to do this. Specific items discussed include: Setting up the estate Becoming the Administrator/Personal Representative Tax records and tax reporting Getting into the deceased person's computer Gaining access to existing bank brokerage and treasury accounts Finding missing funds Creating business records from scratch Social Security Navigating the privacy policies of many tech companies Planning Leaving a digital legacy Only minim...
Managing an estate after the death of a loved one is hard. It is especially hard if there are no paper records. This book, based on the author's experience, shows how to do this. Specific items discussed include: Setting up the estate Becoming the Administrator/Personal Representative Tax records and tax reporting Getting into the deceased person's computer Gaining access to existing bank brokerage and treasury accounts Finding missing funds Creating business records from scratch Social Security Navigating the privacy policies of many tech companies Planning Leaving a digital legacy Only minimal computer literacy is needed to understand this book.