The Executor & Trustee Guide to Estate Settlement
A Complete Guide to Estate or Trust Settlement with Strategies That Save Thousands in Legal Fees
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Just named the Executor or Trustee of a loved one's estate-and have no idea where to start? You're not alone. Every year, millions of people are handed the legal and emotional burden of settling a loved one's estate with zero preparation and little to no help. Whether you've been appointed Executor of a Will, Trustee of a trust-or both-you're now responsible for navigating one of life's most overwhelming legal responsibilities. But you don't need to hire an expensive attorney to get the job done. And you definitely don't have to do it alone. This practical, plain-English guide will show you ex...
Just named the Executor or Trustee of a loved one's estate-and have no idea where to start? You're not alone. Every year, millions of people are handed the legal and emotional burden of settling a loved one's estate with zero preparation and little to no help. Whether you've been appointed Executor of a Will, Trustee of a trust-or both-you're now responsible for navigating one of life's most overwhelming legal responsibilities. But you don't need to hire an expensive attorney to get the job done. And you definitely don't have to do it alone. This practical, plain-English guide will show you exactly how to: Understand your legal role, duties, and risks-so you don't make costly mistakes Secure and manage assets, from real estate to retirement accounts File for probate and handle legal notices like Letters Testamentary Notify creditors, track expenses, and file taxes Distribute assets to beneficiaries the right way Close the trust or estate with confidence and compliance Save thousands of dollars in legal fees along the way Filled with easy-to-follow checklists, templates, scripts, and real-world advice, this book is everything you need to settle an estate without confusion, fear, or unnecessary expenses. Whether you're dealing with probate, trust administration-or both-this book gives you the clarity, tools, and support to do the job with professionalism, peace of mind, and respect for your loved one's wishes. You don't need a law degree. Just the right guide. This is it. Need the templates mentioned in this book? Download them for free at: https://linktr.ee/YourExecutorAndTrusteeGuide It includes all legal notices to help you complete your duties with ease plus a free workbook.
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