Managing an Estate Without Paper Records - Ronald J. Leach

Managing an Estate Without Paper Records

By Ronald J. Leach

  • Release Date: 2024-04-22
  • Genre: Self-Improvement

Description

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Managing an estate after the death of a loved one is hard. It is especially hard if there are no paper records. This book, based on the author's experience, shows how to do this. Specific items discussed include:

Setting up the estate

Becoming the Administrator/Personal Representative

Tax records and tax reporting

Getting into the deceased person's computer

Gaining access to existing bank brokerage and treasury accounts

Finding missing funds

Creating business records from scratch

Social Security

Navigating the privacy policies of many tech companies

Planning

Leaving a digital legacy

Only minimal computer literacy is needed to understand this book.