Getting appointed
Who the court can appoint and in what order, the bond nobody warned you about, and why your authority starts with the Letters — not before.
You've searched the desk twice. There is no will, and there isn't going to be one. What you have instead is a statute, a court, and a family asking you what happens next. This is the step-by-step for that.
You have been through the desk twice.
Every guide you have picked up so far starts at the same place. Locate the will. Read the will. File the will with the probate court. … A will names the person in charge. A will says who gets what. A will answers, in advance, the two questions your family is already asking you at the kitchen table.
You do not have that document, and there is not going to be one.
Who the court can appoint and in what order, the bond nobody warned you about, and why your authority starts with the Letters — not before.
A statute decides, not the family. The book shows you how your state's order of heirs works and exactly how to look up your own state's rule.
Creditors paid by rank, the taxes, the accounting, receipts and releases — and what to do when the siblings won't sign.
Your first job isn't to collect anything. It's to sort. Pick an asset and see which pile it belongs in — and why.
If an asset has a living named beneficiary, a surviving joint owner with survivorship, a transfer-on-death registration, or a title in the name of a trust, treat it as outside the probate estate and leave it alone until the institution has answered you in writing. If it has none of those four things, it is probate property — and you do not touch it before your letters are issued.
Titling and registration rules vary by state and by institution. Ask each one, in writing, how the asset was held on the date of death.
Before appointment you have no authority to distribute property, pay unsecured debts, or sell estate assets. Here's what you can do, and should.
Eight chapters: you're an administrator, not an executor; what's actually in the estate; who inherits; opening the estate; debts and creditors; money and taxes; benefits and the paper trail; distribution and the close.
Family tables, the family facts your state's statute asks about, and an heir-search log. It records the facts — it never calculates shares.
42 steps in 9 stages, from the application to Letters and notice, each tied to the chapter that explains it.
A spreadsheet with one row per heir: notices, written waivers, receipts and releases — so you always know who's still outstanding.
Ten word-for-word scripts from the book: the probate clerk, the plan administrator, Social Security, a debt collector, and an heir who won't sign.
The book's three-step method as a fill-in worksheet, with a statute reading list and the procedural questions a clerk can answer.
It doesn't tell you who inherits or in what shares — your state's statute does that, and the book teaches you how to read it. It doesn't print one state's rules as if they were yours, and it isn't legal advice. It tells you when to stop and call a lawyer.
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Why both? When There's No Will covers what only happens without a will — appointment, the bond, who inherits under state law, heirs who won't sign. The Executor's First 90 Days is the day-to-day working system: the order of tasks, the phone scripts and the tracker.
Lucas Arden Guides are sequence-first handbooks: what to do, in what order, in what words, and where to find the answer that's current for you. They're built to be used at a kitchen table, not studied.
How this book was made. AI was used as a tool to research and draft it. Every figure, rule and quoted requirement was checked against the source listed in its notes, on the date shown there, and anything that varies by state is marked. The structure, the review and the final approval were done by a person.
No. It's general information about settling a US estate when there's no will, and a method for doing it in order. It tells you which questions belong to a court clerk, which to a lawyer, and when to stop and call one.
No — and nothing honest can without knowing your state. Inheritance without a will is set by each state's statute. The book explains how those statutes are built and walks you through finding and reading your own state's rule.
It's written for estates anywhere in the US. Where a state is named, it's named as an example of how one legislature wrote it. Everything that varies is flagged, with how to check your own state.
An executor is named in a will. When there's no will, the court appoints an administrator, choosing from an order of priority that state law sets. The job is similar, but the path to it is different, and that's what this book covers.
Both kits: this one, plus The Executor's First 90 Days complete kit — a 58-page week-by-week guide, a 12-tab Estate Tracker spreadsheet, two printable checklists and four letters. One purchase, one download email.
Email within 30 days and you'll get a full refund — no questions, no need to explain. Refund details.
Sort first. Get appointed. Then do the rest in order.
Get the kit — $29