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The Everything Executor and Trustee Book Douglas D Wilson

The Everything Executor and Trustee Book By Douglas D Wilson

The Everything Executor and Trustee Book by Douglas D Wilson


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Summary

No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

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The Everything Executor and Trustee Book Summary

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!

About Douglas D Wilson

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.

Additional information

CIN1440570876G
9781440570872
1440570876
The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration by Douglas D Wilson
Used - Good
Paperback
Adams Media Corporation
20140108
304
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in good condition, but if you are not entirely satisfied please get in touch with us

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