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

Douglas D Wilson

The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration
Format
Paperback
Publisher
Adams Media Corporation
Country
United States
Published
8 January 2014
Pages
304
ISBN
9781440570872

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

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!

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