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The Everything Executor and Trustee Book

The Everything Executor and Trustee Book

The Everything Executor and Trustee Book
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The Everything Executor and Trustee Book Paperback - 2014

by Douglas D. Wilson

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Details

  • Title The Everything Executor and Trustee Book
  • Author Douglas D. Wilson
  • Binding Paperback
  • Condition New
  • Pages 304
  • Volumes 1
  • Language ENG
  • Publisher Everything
  • Publication date 2014-01
  • Bookseller's Inventory # BW-9781440570872
  • ISBN 9781440570872 / 1440570876
  • Weight 1.2 lbs (0.54 kg)
  • Dimensions 9.1 x 7.9 x 0.9 in (23.11 x 20.07 x 2.29 cm)
  • Category Legal Reference / Law Profession
  • Library of Congress Catalogue Number 2013032425
  • Dewey Decimal Code 346.73
  • Quantity available 500

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Reader reviews for The Everything Executor and Trustee Book

From the publisher

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.
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