The Estate Settler's Organizer: For Settling an Unmarried Friend or Family Member's Estate (Personal Finance Workbooks)

Book Synopsis: The Estate Settler’s Organizer

If you are overwhelmed at the thought of handling the transition of all the financial accounts to settle your deceased friend or family member’s estate, The Estate Settler’s Organizer was designed with you in mind.

This simple-to-use organizer provides a practical way to quickly get a handle on which specific accounts you will be dealing with and the key pieces of information you will need to close out those accounts. Being able to visually capture progress is a lifesaver as you strive to keep progress on one account separated mentally from other accounts.

The Estate Settler’s Organizer contains easy-to-use checklists and tables to help you collect the information you need for administering the estate. These tables:

• correspond to the work needed to transition accounts by both trustees and administrators settling an estate
• identify key information needed for each transition area, and then keep the information organized and available

Each chapter focuses on a different aspect of the estate-settling process. Topics covered include paying for the funeral, income, expenses, assets, liabilities, and online accounts. There is ample space for tracking each account.

This user-friendly organizer not only reduces stress and confusion, but is time-efficient. Without a structure for keeping track of actions throughout the process, we all tend to revert to the proverbial “small pieces of paper” or the electronic equivalent. This results in information being scattered and often lost. When callbacks are received, if the needed information is not readily available, both frustration and more callbacks can result.