The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration
Essential information for executors or trustees for wills and trusts!

Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on:
  • Filing a will in court
  • Hiring a lawyer or doing it yourself
  • Notifying beneficiaries
  • Finding and managing the deceased's assets
  • Paying outstanding debts or taxes

You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
1115618962
The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration
Essential information for executors or trustees for wills and trusts!

Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on:
  • Filing a will in court
  • Hiring a lawyer or doing it yourself
  • Notifying beneficiaries
  • Finding and managing the deceased's assets
  • Paying outstanding debts or taxes

You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
14.99 In Stock
The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration

The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration

by Douglas D Wilson
The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration

The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration

by Douglas D Wilson

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$14.99 

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Overview

Essential information for executors or trustees for wills and trusts!

Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on:
  • Filing a will in court
  • Hiring a lawyer or doing it yourself
  • Notifying beneficiaries
  • Finding and managing the deceased's assets
  • Paying outstanding debts or taxes

You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

Product Details

ISBN-13: 9781440571329
Publisher: Adams Media
Publication date: 12/11/2013
Series: The Everything Books
Sold by: SIMON & SCHUSTER
Format: eBook
Pages: 304
File size: 1 MB

About the Author

Douglas D. Wilson, CFP, CTFA, was Senior Vice President of First Hawaiian Bank's Client Financial Services, and Senior Vice President of Administrative Services at Bank of Hawaii. A Certified Financial Planner and Certified Trust and Financial Advisor, he counsels executors and trustees through his firm, Trustee Consulting, LLC. Wilson is president of the Hawaii Tax Institute Foundation, and a board member of the Hawaii Society of the Institute of Certified Financial Planners. He lives in Volcano, HI.
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