eBook - ePub
The Everything Executor and Trustee Book
A Step-by-Step Guide to Estate and Trust Administration
- 304 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
The Everything Executor and Trustee Book
A Step-by-Step Guide to Estate and Trust Administration
About this book
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:
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!
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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Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Yes, you can access The Everything Executor and Trustee Book by Douglas D Wilson in PDF and/or ePUB format, as well as other popular books in Law & Estates & Trusts Law. We have over one million books available in our catalogue for you to explore.
Information
Table of contents
- Title Page
- Contents
- Top 10 Things Every Executor and Trustee Should Know
- Introduction
- Chapter 1: Serving as an Executor and/or Trustee
- Chapter 2: The Fiduciary Standards That Apply to Executors and Trustees
- Chapter 3: Passing Property and the Estate Settlement Process
- Chapter 4: Preparing for the Administration of the Estate
- Chapter 5: Phase One of Administering the Estate
- Chapter 6: Administering the Estate: Taxes and More
- Chapter 7: From Maintaining Records to Closing the Estate
- Chapter 8: Definition of a Trust and the Responsibilities of a Trustee
- Chapter 9: Preparing for the Administration of the Trust
- Chapter 10: Setting up a Continuing Trust for Administration
- Chapter 11: Income Tax Returns and Other Related Issues
- Chapter 12: How to Manage the Trust’s Investments Portfolio
- Chapter 13: How to Manage Trust Real Estate Assets
- Chapter 14: Managing Businesses and Other Property Interests
- Chapter 15: Distributing Income and Principal
- Chapter 16: Expenses, Accounting Records, and Termination of the Trust
- Chapter 17: Managing Other Types of Irrevocable Trusts
- Chapter 18: Do You Need Help?
- Appendix A: Estate Administration Checklist
- Appendix B: Trust Administration Checklist
- Appendix C: Glossary
- Acknowledgments
- Copyright