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AARP Checklist for Family Survivors

ISBN: 978-1-62722-282-2
Product Code: 5460211
February 2014, 272 pages, 6x9 (with CD-ROM)

When someone you love dies, dealing with the personal and financial affairs - on top of the emotional trauma - can be overwhelming.  With this first-of-its-kind manual, the personal record-keeping workbook, packaged with a CD-ROM, walks you through the process step-by-step.

Enjoy this short video of author Sally Balch Hurme
discussing the book!

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A practical resource for dealing with family matters upon death, this first-of-its-kind publication from the American Bar Association and AARP - the nation's leading associations in the law and the advancement of issues that matter most to people 50+ and their families - helps answer the myriad of...
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Product Reviews 5 out of 5  (1 Reviews)
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Russell W Hall Dec 11, 2014 Report Abuse
Hurme's checklists proceed from the funeral to probate, with discrete, manageable steps to organize information, assemble a team, apply for survivor's benefits, survey debts and assets, clean out the house, and so on. Each checklist includes enough narrative to inform without overwhelming. The checklists encourage delegation, especially before the funeral, when there are more volunteers than tasks. The book is not probate-centric. A widow may prefer to file income taxes and collect life insurance before meeting a lawyer. Hurme shows how to screen and select financial advisors and tax preparers. Nonprobate assets confound the lay person, but Hurme gently and thoroughly explains what may be collected with a death certificate. Chapter 11, Get Ready for Probate, is found at the end of the book, not the beginning. The book strikes a sound balance between what the author, an accomplished lawyer, knows and what real people need to know. A personal favorite is "Who Gets Grandma's Yellow Pie Plate?" which Hurme references in Chapter 10. Sort Through the Stuff and Papers. I recommend this book as a client gift, and as required reading for new associates. I learned quite a bit myself, I'm embarrassed to report. Visit http://eepurl.com/5sDeb for my full review, including specific things this book taught me, a 20-year lawyer.
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