Estate & Trust Administration For Dummies®

ebook Dummies

By Margaret Atkins Munro

cover image of Estate & Trust Administration For Dummies®

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Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.


This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You'll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:



  • Understand executors' and trustees' duties

  • Read and interpret important documents

  • Properly execute an estate or trust

  • Handle estates both large and small

  • Get familiar with the probate process and estate taxes

  • Identify different types of trusts

  • Follow the deceased's wishes -- and the law

  • Notify insurers and employers of a death

  • Follow the steps for closing an estate

  • Establish, fund, and change ownership of a trust

  • Keep proper trust records



Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

Estate & Trust Administration For Dummies®