William Lee Sefton, CPAAmerica's Most Outspoken Non-Attorney Living Trust Advocate...

Executor How To Manual

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Title Page:

Executor’s How To Manual
(A Step By Step Guidebook)

by William Lee Sefton, CPA
$95.00 eBook
$120.00 Printed Copy

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Introductory Comments:
A Word of Caution
(and other legalese.)

This manual is written from the general perspective of California Law, Protocols, and the author’s personal experience.  

This manual is not a substitute for personalized advice from knowledgeable attorneys, Certified Public Accountants, and other licensed professionals licensed to practice their profession in the county and state of the resident (and perhaps even the place of death) of the deceased.  A team of professionals, working together while bringing their unique expertise to bear on the challenges, often is best.   The fees and costs should, in most cases, be paid for by the Estate of the Deceased.

Copyright © 2014 by William Lee Sefton, CPA.  All rights reserved.  Printed in the U.S.A.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission.  For information or permission, please contact William (Bill) Lee Sefton at (925) 735-6529 or write Bill at P.O. Box 992, San Ramon, CA 94583-5992.

Reproduction prohibitions do not apply to the forms contained in this product when reproduced for personal use.  

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Table of Contents:
Table of Contents

Step    Action
1    Obtain copy of all Trust Documents, Wills, and related legal papers.
2    Determine Who Has The Legal Authority (normally the Executor Does)
3    Determine future care of dependent children, parents, etc.
4    Determine future care of  pets and other animals.
5    Determine and Arrange Funeral/Memorial Arrangements.
6    Call Social Security and Report Death (Funeral Home May Do This).
7    Get Control of the Incoming Mail.
8    Collect most recent bank, brokerage, annuity, life, etc. statements.
9    Order Death Certificates through Mortuary.
10    Notify Estate Planning Attorney, if any.
11    Does Executor need their own attorney?
12    Prepare and Mail Notification by Trustee Under Probate Code § 16061.7
13    Prepare Obituary.
And 26 more steps are in the manual

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From the Back Cover:


Helping to Make the Executor’s  Job More Manageable
(by a non-attorney CPA)


This manual can be a starting point, before you meet with an estate planning attorney to prepare your Estate Plan, as it will familiarize you with the lingo of estate planning.


This manual can be a supporting resource companion to the attorney prepared Estate Plan, helping you to have your affairs in order for your Executor/Successor Trustee so that your Estate can be administered quickly and efficiently, before beneficiaries start bickering.


This manual should save you, and your beneficiaries, money by reducing the time, fees, stress, anxiety, and blind alleys that an Executor can find themselves plagued with.


A wise Executor will have a get ’er done estate planning attorney, a detail oriented get ’er done CPA, and a licensed Investment Adviser that is experienced in closing estates on their team; because, most beneficiaries want ‘their’ money and they want it as fast as they can get it...



William (Bill) Lee Sefton, as a Certified Public Accountant (CPA), with a Bachelor’s Degree in Economics (Willamette University), a Masters Degree in Accounting (University of Southern California), and has been helping seniors for over 20 years.