The Everything Executor and Trustee Book
Language: English
Published by Adams Media Corporation, US, 2014
- Softcover
- New
Seller: Rarewaves.com USA, London, London, United KingdomRarewaves.com USA
AbeBooks seller since June 11, 2025
Condition: New
£ 19.71
Quantity: 2 available
Add to basketItem description from seller
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 courtHiring a lawyer or doing it yourselfNotifying beneficiariesFinding and managing the deceased's assetsPaying 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.
Seller Inventory # LU-9781440570872
- Title
- The Everything Executor and Trustee Book
- Author
- Douglas D Wilson
- Publisher
- Adams Media Corporation, US
- Publication year
- 2014
- Condition
- New
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1440570876
- ISBN 13
- 9781440570872
- Item weight
- 692 grams
- Series
- Book 23 of 79: The Everything Books
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
"Synopsis" may belong to another edition of this title.
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.
"About the title" may belong to another edition of this title.
Rarewaves.com USA
London, London, United Kingdom
AbeBooks seller since June 11, 2025
Shipping rates from United Kingdom to U.S.A.
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