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

Paperback

$16.76 $19.99 Save 16% Current price is $16.76, Original price is $19.99. You Save 16%.
View All Available Formats & Editions
Eligible for FREE SHIPPING
  • Get it by Wednesday, August 23 ,  Order by 12:00 PM Eastern and choose Expedited Delivery during checkout.
    Same Day delivery in Manhattan. 
    Details

Overview

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

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: 9781440570872
Publisher: Adams Media
Publication date: 01/18/2014
Series: Everything Series
Pages: 304
Sales rank: 269,812
Product dimensions: 7.90(w) x 9.10(h) x 0.70(d)

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.

Customer Reviews

Most Helpful Customer Reviews

See All Customer Reviews