The Executor's Handbook
Step-by-Step Guide to Settling an Estate, Avoiding Personal Liability & Getting It Done Right When You're Already Grieving
This ebook may not meet accessibility standards and may not be fully compatible with assistive technologies.
The complete 2026 executor guide — for the person named executor of a will who needs to know exactly what to do, in exactly what order, before a missed deadline or an uninformed decision creates personal liability from their own savings.
Being named executor is not an honorary title. It is a legal obligation with fiduciary duties attached — duties whose breach generates surcharge orders requiring executors to personally compensate estates for losses caused by mistakes they did not know they were making. The executor who distributes assets before the creditor claims period expires is personally liable for every unpaid creditor claim. The executor who misses the nine-month Form 706 deadline permanently eliminates the portability election that could save the surviving spouse millions. The executor who co-mingles estate funds with personal funds has committed a per se fiduciary breach regardless of intent.
The Executor's Handbook is the only executor guide organized around personal liability prevention — the specific decisions, deadlines, and documentation practices that protect the executor at every stage of administration. Thirteen comprehensive chapters cover the first 72 hours and what is actually urgent versus what feels urgent, the complete asset discovery system including cryptocurrency and digital businesses, the probate process in plain English including small estate affidavit thresholds for all 50 states, Letters Testamentary and the institutions that will not speak with you without them, the creditor priority hierarchy that most executors get wrong, every required tax return and the portability election that must be filed even when no estate tax is owed, the formal estate accounting that is the executor's most important self-protection document, the beneficiary conflict management strategies that resolve disputes without litigation, the complete digital estate including seed phrase recovery and revenue-generating website succession, and the executor removal and surcharge guide that shows exactly what personal liability looks like and how every instance is preventable.
The 20-form Bonus Executor Toolkit includes every checklist, template, and worksheet needed to document a properly conducted administration. Fully updated for 2026 including post-TCJA sunset portability implications, SECURE Act 2.0 inherited IRA rules, cryptocurrency institutional settlement procedures, and updated RUFADAA digital access framework.
Written for the adult child, survivin
Details
- Publication Date
- Apr 27, 2026
- Language
- English
- ISBN
- 9781105368769
- Category
- Law
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Diane Hartwell
Specifications
- Format
- EPUB
Keywords
probatelegal liabilityhow to be an executor of a will 2026executor duties checklist step by stepexecutor personal liability estate distributionsettling an estate after death checklistprobate process step by step guide 2026estate executor mistakes to avoidhow long does probate take 2026cryptocurrency estate planning executor 2026executor of will rights and responsibilities