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The Executor Handbook

A Plain-English Guide to Navigating Probate, Settling an Estate, and Serving as Executor with Confidence (Harner Legal Forms Plain-English Estate Planning Series)

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The Executor Handbook

By: Patrick Herring
Narrated by: Jeff Moon
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The Executor Handbook: A Plain-English Guide to Navigating Probate, Settling an Estate, and Serving as Executor with Confidence is designed for people who have been named as executor and now need to understand what comes next. If you're handling an estate for a parent, spouse, other relative, or friend, this book walks through the probate process in straightforward language and helps you understand the responsibilities, decisions, and common problems that often arise along the way.

Serving as executor can feel overwhelming at first. There may be a will to locate, property to secure, bills to review, mail to sort through, questions from family members, and uncertainty about what authority you actually have. This book helps make that process easier to follow by breaking probate administration into manageable stages, from the first steps after death through final distribution and closing the estate.

Inside, you'll find plain-English guidance on topics such as:

  • what an executor does and when authority begins
  • the first practical steps after death
  • understanding probate and when it may be required
  • getting appointed by the court
  • fiduciary duties and legal responsibilities
  • identifying assets and determining what belongs in the probate estate
  • keeping records, tracking expenses, and using an estate bank account
  • dealing with debts, claims, notices, and tax matters
  • understanding probate vs. non-probate property
  • making distributions carefully and closing the estate properly

The book also addresses many of the real-life issues that make estate administration harder, including family pressure, missing records, unclear ownership, property access issues, out-of-state property, business interests, and delays caused by conflict or incomplete information. Instead of assuming the process will always be simple, it helps listeners prepare for the kinds of complications that often appear in actual estates.

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