The Everything Executor and Trustee Book: A Step-By-Step Guide to Estate and Trust Administration

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

Author: Douglas D. Wilson
Publisher: Everything
Published: 01/08/2014
Pages: 304
Binding Type: Paperback
Weight: 1.20lbs
Size: 9.10h x 7.90w x 0.90d
ISBN13: 9781440570872
ISBN10: 1440570876
BISAC Categories:
- Law | Estates & Trusts
- Law | Administrative Law & Regulatory Practice
- Reference | General

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.