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

Wilson, Douglas D

ISBN 10: 1440570876 / ISBN 13: 9781440570872

Published by Everything, 2014

About this Item

Books may contain some notes and highlighting. Supplements such as Access Codes, Cd's Dust Jackets, etc. are not guaranteed with used book purchases.

Seller Inventory # EVV.1440570876.G

Bibliographic Details

• Title: The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration (Everything® Series)
• Publisher: Everything
• Publication Date: 2014
• Language: English
• ISBN 10: 1440570876
• ISBN 13: 9781440570872
• Binding: Soft cover
• Condition: good

About this title

Synopsis

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!

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.