Help Your Executor Before You Leave: The Book You Didn’T Know You Needed
By James Metz
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About this ebook
Once youve chosen your executor to handle your matters after you pass, you assemble a box of documents and refer that person to information on the numerous tasks awaiting in his or her executor year. And then you relax.
Not so fast! There are many things you can do now, before you leave, to ease your loved ones burden. Help Your Executor before You Leave can assist you in preparing a list of instructions to help guide your executor through the process. You can provide specific directions that fit your particular circumstances and spare your executor significant work while doing so. Whats more, youll have the chance to identify what is truly important in your life and make the necessary plans for your estate once youre gone. You can feel confident that your affairs will be handled as you wish and gain the peace of mind that comes with knowing you have done all you can to aid the people youll leave behind.
This guide offers advice and step-by-step processes for those organizing their affairs near the end of their lives and readying to pass them into the hands of an executor.
James Metz
James Metz is a retired math teacher who wants to help others in the process of putting their affairs in order before leaving this earth. He currently lives in Honolulu, Hawaii.
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Help Your Executor Before You Leave - James Metz
Copyright © 2017 James Metz.
All rights reserved. No part of this book may be used or reproduced by any means, graphic, electronic, or mechanical, including photocopying, recording, taping or by any information storage retrieval system without the written permission of the author except in the case of brief quotations embodied in critical articles and reviews.
Archway Publishing
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Because of the dynamic nature of the Internet, any web addresses or links contained in this book may have changed since publication and may no longer be valid. The views expressed in this work are solely those of the author and do not necessarily reflect the views of the publisher, and the publisher hereby disclaims any responsibility for them.
This book is a work of non-fiction. Unless otherwise noted, the author and the publisher make no explicit guarantees as to the accuracy of the information contained in this book and in some cases, names of people and places have been altered to protect their privacy.
Any people depicted in stock imagery provided by Thinkstock are models,
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ISBN: 978-1-4808-5568-7 (sc)
ISBN: 978-1-4808-5570-0 (hc)
ISBN: 978-1-4808-5570-0 (e)
Archway Publishing rev. date: 12/11/2017
8068.pngCONTENTS
Preface
Introduction
Part 1 Make Your Document Box
Part 2 Gather Contact Information
1 Master List of Contact Information
2 Envelopes and Letters
Part 3 Make Your Plan
1 Immediate Concerns
2 Possessions
Part 4 Instruct Your Executor
PREFACE
I learned many years ago that someday I would leave here. I have read many articles recommending steps to take to help the executor of my estate. The advice often came in the form of a to -d o list and included such items as having a will, arranging all financial documents in a convenient place, and making funeral plans. Books and websites are available to assist people in the process of preparing