- by Douglas D. Wilson, CFP, CTFA


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TABLE OF CONTENTS:

TO SERVE OR NOT TO SERVE

SETTLING AN ESTATE

MANAGING TRUSTS

GETTING HELP



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For Executors, Trustees and Professional Advisors:
Executor & Trustee Survival Guide - an invaluable reference book; 384 pages Most people are honored to learn that a parent, aunt, uncle or grandparent has named them the executor or trustee of their estate. Sooner or later, though, they discover that they haven't a clue what to do. Perhaps the real eye-opener for them is the realization that they may be liable for their actions in this role. Executor & Trustee Survival Guide describes the basics of estate and trust administration and provides information on how to:
  • Settle an estate and manage a trust
  • Limit your liability
  • Meet legal deadlines
  • Manage the estate property
  • Maintain proper accounting records
  • Comply with reporting requirements
  • Handle discretionary distributions
  • Decide when to hire an attorney, accountant or other professional

This book is written for individual and professional use and includes illustrations, forms and checklists. (View larger image - front & back covers)

If you need further assistance, please visit See our Trustee Consulting, LLC website

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