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- by Douglas D. Wilson, CFP, CTFA
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For Executors, Trustees and Professional Advisors:
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:
This book is written for individual and professional use and includes illustrations, forms and checklists.
(View larger image - front & back covers)
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