RESOURCES FOR EXECUTORS AND ESTATES

Estate Learning and Reference

  • All
  • Executor Experience
  • Grief Support
  • Legal & Fiduciary
  • Property & Organization
All
  • All
  • Executor Experience
  • Grief Support
  • Legal & Fiduciary
  • Property & Organization

American Bar Association Guidelines for Individual Executors & Trustees

Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees ...
Read More >

The Appraisal Foundation’s “The Personal Property Owner’s Guide to Appraisal Services”

Personal Property Guide | 5-minute read Appraisal of Personal Property | Executors & Estates| The Appraisal Foundation The Appraisal Foundation‘s “The Personal Property Owner’s Guide to ...
Read More >
Estate Dispute Resolution

“The Magic of the Trust and Estate Mediation Process” California Lawyers Association – Trusts & Estates Section

Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution |  California Lawyers Association   Estate Mediation can be an off-ramp from the Estate ...
Read More >

Selling Estate Gold

How to Sell Estate Gold: A Practical Guide to Getting the Best Value Selling estate jewelry is a common executor responsibility — but knowing how ...
Read More >
Form 706

About Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return

The executor of a decedent’s estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code.  Form 706 is ...
Read More >
How to Manage or Donate Unused Medical Supplies

Unused Medical Supplies and Equipment: National Council on Aging Guide

Guide to Used Medical Supplies | 5-minute read Reuse of Medical Supplies | Disposal of Medical Supplies |  NCOA Adviser   What to do with… ...
Read More >
Rare and Antique Books

Fine & Rare Books Are More Common Than You Think | Arthur Fournier

If the estate has a library, bookshelf, or piles of books, understanding the value of this piece of the personal property requires an executor’s attention.  ...
Read More >
Inheritance Stipulations Rockpoint Probate

The Top 10 Strangest Inheritance Stipulations via RockpointProbate.com

Inheritance is a strange passage in many people’s lives.  They are fortunate, one will assume, as receiving money and or property is a good thing ...
Read More >
Step-up Basis

What is Step-up Basis? via Massey and Company CPA

What is Step-Up Basis | 5-minute read Step up Basis  | Inherited Assets | Inheritance Taxes   Step Up in Basis at Death: Essential Guide ...
Read More >

IRS Publication 561: Determining Value of Donated Property

The Link: Publication 561 (02/2024), Determining the Value of Donated Property Source: The Internal Revenue Service Publication 561, per the page introduction, “is designed to ...
Read More >

Estate Talks: Understanding Probate Court – For Executors

Probate Court: The Basics of the Probate Process for Executors and Personal Representatives. Guest: Irvin G. Condon, Probate Judge, Charleston County Probate Court, Charleston, South ...
Read More >
Find Life Insurance Policy

Find Life Insurance Policy Tool

If you cannot find a life insurance policy, there may be one last place to look. The National Association of Insurance Commissioners has a tool ...
Read More >
Estate Talks Podcast - Cathi Nelson - The Photo Managers

Estate Talks: Family Legacy: Photo Management

Photo Management | 5-minute read Estate Talks | Family Legacy | Legacy Management Main Link: Estate Talks Podcast: Family Legacy: Photo Management   Photos, slides, ...
Read More >

Who Gets Grandma’s Yellow Pie Plate?

Estate Liquidation | 5-minute read Personal Property | Estate Assets  | Estate Distribution Who gets Grandma’s Yellow Pie Plate? Estate property which does not have ...
Read More >
Scroll to Top