American Library Association
Last Updated June 13th, 2025
Financial Literacy in Public Libraries: A Guide for Building Collections: Estate Planning
This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. [New books added 6/12/25]
- 8 Ways to Avoid Probate
by Mary Randolph
Publication Date: 2016-04-18
Straightforward information about avoiding the probate process so that property goes to the intended beneficiaries more efficiently. Available in print and eBook formats. - American Bar Association Guide to Wills and Estates, Fourth Edition
by American Bar Association
Publication Date: 2013-01-29
Detailed information about planning an estate and preparing a will. Includes an estate-planning checklist, an annotated sample will, and a health care advance directive. Available in print and eBook formats. - The Essential Executor’s Handbook
by David G. Hoffman
Publication Date: 2016-03-21
Explains the steps in settling an estate and getting professional help to do the work. Available in print and eBook formats. - Estate & Retirement Planning Answer Book, 2019 Edition
by William D. Mitchell
Publication Date: 2018-08-03
Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. - Estate and Trust Administration for Dummies
by Kathryn A. Murphy; Margaret Atkins Munro
Publication Date: 2013-05-20
A plain-English guide for executors, administrators, or personal representatives of an estate. Available in print and eBook formats. - Estate Planning Basics
by Denis Clifford
Publication Date: 2015-08-15
A detailed and comprehensive guide to estate planning, inclusive of sample estate plans. Available in print and eBook formats. - Estate Planning Basics
by Denis Clifford
Publication Date: 2020-02-25
Estate planning, in plain English Get the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity with Estate Planning Basics. This book lays out your options in plain English, guiding you to the right estate plan for you and your family. Learn about: making a will or living trust naming a guardian for your children avoiding probate choosing an executor using durable powers of attorney, and preparing a health care directive. The 10th edition is completely updated to reflect the latest information about estate planning. - Estate Planning for Same-Sex Couples
by Joan M. Burda
Publication Date: 2016-09-07
Estate planning is more than deciding how an estate will be divided post-mortem. Sure that is a part of it, but the other part is .life planning. The key is honing in on the best way to protect your clients’ interests during their lifetime. This new edition of Estate Planning for Same-Sex Couples by award-winning author Joan M. Burda attempts to address certain struggles for equality and how these issues affect estate planning for LGBT clients. For example, not all same-sex couples get married. This book will help lawyers better represent their clients as they address the present as well as future needs of their clientele.” - Estate Planning for the Blended Family
by L. Paul Hood; Emily Bouchard
Publication Date: 2012-03-01
A resource for parents in second marriages who want to provide financially for their current spouse and children from the current or prior marriages. Available in print and eBook formats. - The Executor’s Guide by Mary Randolph
Publication Date: 2018-02-28
If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed–especially when you’re grieving. But you can do it, and this book will show you how. - Get It Together
by Melanie Cullen; Shae Irving
Publication Date: 2016-09-30
A workbook for gathering and organizing your information and documents. Includes downloadable forms and step-by-step instructions. Available in print and eBook formats. - New Rules for Estate, Retirement, and Tax Planning [NEW]
by Stewart H. Welch; Harold I. Apolinsky; Craig M. Stephens; J. Winston Busby
Publication Date: 2019-02-12
The popular handbook to estate planning, now updated for 2018. - Plan Your Estate
by Denis Clifford
Publication Date: 2016-04-18
Easy-to-read information on estate planning for people of all socioeconomic levels. Available in print and eBook formats. - Plan Your Estate
by Denis Clifford
Publication Date: 2018-04-30
Protect your family with solid estate planning. This book shows you how to protect your loved ones from legal hassles and financial uncertainty after your death. - The Trustee’s Legal Companion
by Liza Hanks; Carol Elias Zolla
Publication Date: 2017-03-27
Takes readers through the process of deciding whether to serve as a trustee and what must be done to fulfill the trustee’s role. Available in print and eBook formats. - The Wise Inheritor’s Guide to Freedom from Wealth
by Charles A. Lowenhaupt
Publication Date: 2018-09-07
This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. - Your Living Trust and Estate Plan
by Harvey J. Platt
Publication Date: 2013-09-03
Covers the details of estate planning and explains tax law changes. Includes a net worth worksheet and a glossary of terms. Available in print and eBook formats.
