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

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ITEM# 15453505
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    ITEM#: 15453505

    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.

    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!


    ISBN 9781440570872
    Genre LAW / Estates & Trusts
    Format Paperback
    Pages 304
    Publisher Date 2014-01-08 00:00:00.0
    Publisher Everything
    Copyright Year 2014
    Height 9.25 in
    Wdth 8.0 in
    Thickness 1.0 in
    Unit weight 1.2 lb
    Language English
    Subtitle A Step-by-step Guide to Estate and Trust Administration
    Series Name Everything Series
    Audience General/trade
    Authors Wilson, Douglas D.
    Country of Origin United States

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