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[quote=Anonymous]I was the executor for my mother’s estate. A lot depends on the assets. My mother had a number of annuities, IRAs and life insurance with named beneficiaries and that all passed outside of the estate. Her checking account was set to pay on death to named individuals. As executor I had to contact these various places and get the info to my siblings but that was about it. There wasn’t any real estate/house. I also had to file the income taxes, but we used my mother’s CPA. I am a big proponent in hiring the right people to help, but none was needed in this instance. The best thing you could do now is to get a list of all accounts, consolidate accounts where feasible, and make sure all beneficiaries for IRAs etc are up to date.

A friend of mine was an executor for a more complicated estate and he found the book Estate and Trust Administration for Dummies to be very helpful. You could probably get that from the library and it might help you decide whether you may want to consult with an attorney or not when the time comes.  [/quote]

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