Teresa M O’Brien
Are You Overwhelmed and Stuck While Settling Your Spouse’s Estate?Dealing with money issues after a spouse dies can be overwhelming. Now What Do I Do is a practical way for the surviving spouse to organize and track progress in settling the estate of the deceased or during pre-planning.It is designed to be used with any process the surviving spouse follows.It provides order and structure by breaking down all the accounts into small, easy to understand and follow tables.It is a practical solution to the 'small scraps of paper' that people resort to without a clear way to organize them.This 'table-by-table' workbook makes it easy even for the 'non-numbers' person to get organized and complete the tasks. These tables:correspond to the work need to transition accounts by both trustees and administrators settling an estateidentify key information needed for each transition area, and then keep the information organized and availableEach chapter focuses on a different aspect of the estate-settling process. Topics covered include paying for the funeral, income, expenses, assets, liabilities, and online accounts. Now What Do I Do also provides a summary of the revised accounts for the surviving spouse’s household going forward.
