The Everything Executor and Trustee Book
Summary
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The Everything Executor and Trustee Book 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!
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.
| SKU | Unavailable |
| ISBN 13 | 9781440570872 |
| ISBN 10 | 1440570876 |
| Title | The Everything Executor and Trustee Book |
| Author | Douglas D Wilson |
| Series | Everything Series |
| Condition | Unavailable |
| Binding Type | Paperback |
| Publisher | Adams Media Corporation |
| Year published | 2014-01-08 |
| Number of pages | 304 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |