Cover image for How to administer an estate : a step-by-step guide for families and friends
Title:
How to administer an estate : a step-by-step guide for families and friends
Author:
Christianson, Stephen G.
Personal Author:
Edition:
Fourth edition.
Publication Information:
Franklin Lakes, NJ : Career Press, 2001.
Physical Description:
167 pages ; 25 cm
General Note:
Includes index.
Language:
English
ISBN:
9781564145239
Format :
Book

Available:*

Library
Call Number
Material Type
Home Location
Status
Eggertsville-Snyder Library KF778.Z9 C48 2001 Adult Non-Fiction Open Shelf
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Hamburg Library KF778.Z9 C48 2001 Adult Non-Fiction Open Shelf
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Orchard Park Library KF778.Z9 C48 2001 Adult Non-Fiction Open Shelf
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Audubon Library KF778.Z9 C48 2001 Adult Non-Fiction Open Shelf
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Summary

Summary

Newly revised and updated, this self-help resource guides readers through the entire estate and probate process from start to finish. In clear, helpful language, an estate law attorney outlines each of the procedures involved.


Author Notes

Stephen G. Christianson, Esq., is the author of a wide variety of books and legal encyclopedia articles on estate planning, probate, business law, and other matters.


Reviews 1

Booklist Review

Christianson guides an executor through the legal processes needed to bring an estate to closure. Speaking to the first-time or one-time executor, he warns against accepting the chore before its "red flags" are well understood; e.g., wills often make unreasonable demands on executors and may not be legally correct. Thereafter, as the subtitle promises, he marches the user through the executive process: from "Preliminary Steps upon Death"; through opening the estate, inventorying it, handling claims against it and taxes, and managing the remainder; to accounting, distribution, and closure. In passing, he outlines the court filing process, provides fill-in checklists, and provides sample forms for opening an estate (both lists and forms may make a reference copy for photoduplication a good idea). Christianson takes note of difficult issues, particularly those requiring court approval, and concludes each chapter with a state-by-state roundup of law pertinent to its subjects. ~--George Hampton


Table of Contents

Introductionp. 11
Chapter 1 Becoming an Executorp. 15
Sample Last Will and Testamentp. 20
Appendix 1p. 25
Chapter 2 Preliminary Steps Upon Deathp. 35
Sample Legal Audit Formp. 40
Appendix 2p. 47
Chapter 3 Opening the Estatep. 69
Sample Letters of Administration and Formal Noticep. 75
Appendix 3p. 79
Chapter 4 Inventorying the Estatep. 89
Sample Estate Inventory Formp. 96
Appendix 4p. 97
Chapter 5 Handling Claims Against the Estate and Estate Taxesp. 101
Appendix 5p. 111
Chapter 6 Managing the Estatep. 125
Sample Asset Purchase and Sale Agreementp. 130
Appendix 6p. 135
Chapter 7 Accountings, Distributions to Beneficiaries, and Closing the Estatep. 141
Sample Estate Accounting Formp. 147
Appendix 7p. 149
Glossary of Termsp. 155
Sources of Further Informationp. 158
Indexp. 163
About the Authorp. 168

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