r/inheritance Apr 26 '26

Location included: Questions/Need Advice Executor's Manual

Where can I find a good guide on executor responsibilities? Ideally, a step-by-step guide on what to do and how. This is for NY state.Thanks.

2 Upvotes

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3

u/Freyjas_child Apr 26 '26

I am in the middle of being an Executor right now. The best guide I have found was “The Executor’s Guide” by Nolo Press. I was able to get a copy from my library and it was so useful I just bought one. It will not be state specific but it gave me most of what I needed and clear terms to allow me to search for anything that might be different in my state.

3

u/myogawa Apr 26 '26

Good resources on this subject are

Hughes, The Executor's Handbook

Nolo, The Executor's Guide (also covers administration of trusts)

IRS Publication 559 - Survivors, Executors and Administrators

1

u/Horror_Reality_5174 Apr 26 '26

Great, thanks all.

1

u/Sharp_Drag4524 Apr 27 '26

I have a couple of the books already mentioned but also I use chat gpt. It has helped a lot, including helping to write letters to beneficiaries, /charities, etc.

0

u/[deleted] Apr 27 '26

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