"This guide shows the reader how to administer a living trust step by step. It discusses how to: decide whether to take on the job of trustee; set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs; invest trust assets; get help from lawyers, financial planners, and other experts; handle taxes and prepare accountings; work effectively with beneficiaries; and distribute trust property. Includes summaries of state...

Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to: decide whether to take on the job of trustee, set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs, invest trust assets, get help from lawyers, financial planners,...

"Learn how to prepare your estate and settle the estates of loved ones. What needs to be done at the death of a loved one? There are four basic steps that must be followed. First is the arrangements for burial or cremation. Then the assets of the deceased have to be inventoried, followed by getting all debts paid and legal requirements met, followed by distributing the assets to the people who are supposed to get them according to the person's will,...

A step-by-step guide for families and friends on how to adminster an estate.