Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 5

Executor Letter Template Instructions

Acccording to David Clarence

The following instructions are for a template of the Executor Letter


designed by David Clarence and done in Word format for ease of
production and to maintain correct formatting to avoid errors. They
are NOT for the template example in pdf with all the boxes on it that
David Clarence provided. Use the Word template made to go with
these instructions which follows Davids template and instructions.

The very first thing that EVERYONE must understand is that the
executor/executrix letter MUST be done absolutely correctly and must be sent to
the right place or you are likely wasting your time. The template that these
instructions go with is done in LEGAL SIZE 8.5 X 14 paper and it MUST be
printed on that size paper. NO EXCEPTIONS. The second thing to understand is
that EVERYTHING on the template that is in BLUE should remain untouched
and not changed even in the smallest way. The ONLY places where information
should be changed/inserted is where it is in RED on the template. Make sure
you replace the RED text in the template with the proper information that is
required. Simply highlight the RED text and then type in the appropriate
information in its place. If you do not follow these instructions you are likely to
get less than desirable results and may, in fact, encounter unwanted problems.

If you dont understand any part of these instructions then get on one of the calls
and ask for guidance from David Clarence or someone who is knowledgeable
about this process before going forward. It is definitely in your best interest to
do so. Fast is NOT the way to succeed with this. ACCURACY in doing the
letter AND the sending of it is the way to success!

These instructions have been done to walk you through the template from top to
bottom so you can GET IT RIGHT. This is information from David Clarence
and not from someone who has tried to tweak the letter. If it aint broke,
dont fix it! MAKE SURE YOU READ ALL THE WAY TO THE END OF
THESE INSTRUCTIONS. Going over it at least twice is a very good idea to
avoid errors.
____________________________________________________________________

1. JOHN LEE DOE, Estate. (Making sure you DO NOT LOSE THE COMMA
BEFORE THE WORD Estate, insert your name EXACTLY THE WAY IT IS
ON YOUR CERTIFICATE OF BIRTH in either Upper/lower or ALL CAPS in
place of JOHN LEE DOE. THIS MUST BE EXACTLY AS IT APPEARS
ON YOUR CERTIFICATE OF BIRTH! If you have multiple copies of your
Certificate of Birth use what is on the most recent one.)
2. Executor/Executrix Office. (Executor for man or Executrix for woman. Make
SURE you listen to David Clarences explanation as to when a woman can send
this letter! Normally only if unmarried or widowed but there ARE exceptions.
Listen to the audio or read transcript of audio.) IT WILL BE EITHER/OR,
NOT BOTH!!!

3. Nation Your State. (State where you reside such as Arizona or Texas.) DO
NOT ADD THE WORD OF OR INSERT A COMMA BETWEEN but
make sure you have the period at the end.

4. General-Post Office. (DO NOT CHANGE OR ALTER!)

5. Main Street - 1234 (Your street name FIRST followed by a dash (-) and then the
number.)

6. Your City. (City where you live such as Atlanta or Phoenix.)

7. United States Minor, Outlying Islands. (DO NOT CHANGE OR ALTER!)

8. Near. [XXXXX-9998] (your zip code where you live plus this four digit number
9998 is the Private Postmaster of General Post, YOU WANT TO STAY
PRIVATE! You ONLY insert the first 5 numbers of your zip code replacing
the RED XXXXX KEEPING THE BRACKETS.)

9. Make note that EACH line above has a period at the end of it with
the exception of the zip code line above, where the period is after the
word near MAKE SURE THESE ARE THERE. DO NOT
OMIT.
10. Night - of (day number spelled out-month name spelled out two zero one zero
(DO NOT TAKE OUT Night - of OR SHORTEN DAY, MONTH AND
YEAR). You will have to adjust the last word when in the New Year 2011.

11. The pair of dashed lines just below the date is the location to place the
narrow certified mail sticker. Place the sticker CAREFULLY BETWEEN
THE LINES. The border is the right of way or sanctuary for the certified
sticker. It shows that it is passing into the document (becoming part of the
document) Make sure you use the certified number strip here and NOT on a
green card. Be sure to center the strip between the dashed lines and leave a
little space between the edges of the sticker and the dashed lines border.

12. Office of (U.S. Court Administrator if you have a U.S. District Court case or
STATE Court Administrator if it is a State or lower level court case. DO NOT
SEND TO THE ADMINISTRATOR OF YOUR LOCAL COURT. When
dealing with companies such as banks etc. you would list Chief Counsel or Chief
Financial Officer. For IRS situations Chief Counsel of IRS is used.) The idea is
to put it in the hands of the top legal person or CFO who really DOES understand
the estate rather than a lower level employee who does not and might trash it.

13. Attention: (Name of specific person who occupies office and letter is being sent
to ie Susan Smith or Thomas Jones.)

14. Corporate Location The address of the U.S. or State Court Administrator or
financial headquarters of a business or bank etc.

15. 10 Public Square Insert name of specific building if there is one (ie South Plaza
Offices, 10 Public Square, etc) otherwise delete this line.

16. Anytown, State The City and State of the Office being mailed to

17. U.S.A. [12345] Zip code for the address being mailed to. KEEP BRACKETS

18. To: The Office of Same information as #12 above.

19. From: Executor/Executrix Office JOHN LEE DOE, Estate. Use Executor for
man or executrix for woman. Make sure you have EITHER Executor OR
Executrix on this line NOT BOTH!! JOHN LEE DOE will be replaced by the
Executor name EXACTLY as it appears on your Certificate of Birth and at the
very top of the letter keeping the comma between the name and word estate.

20. Regarding: Unauthorized administration of JOHN LEE DOE, Estate; JOHN


LEE DOE will be replaced by the Executor name EXACTLY as it appears on
your Certificate of Birth and at the very top of the letter keeping the comma
between the name and word estate.

21. Docket, Financial Account or Tax Number Put the account number, case #, tax
id #, invoice # etc. here. DO NOT REMOVE THE BRACKETS!!

22. In the bracketed area where it says: [IF acting as Executor for Wife or Child
you type their ALL CAPS NAME as it appears on their Certificate of Birth
and the file number (usually in top right part of document) from their
certificate of birth HERE], fill in the proper information and KEEP THE
BRACKETS. If not acting for wife or child DELETE the line entirely
including brackets.

23. IN PARAGRAPH ONE: Insert the NAME and TITLE of the author WHO
SIGNED and/or SENT THE PAPERWORK BEING RETURNED. An
EXAMPLE of the new text MIGHT be similar to: Susan Smith (00422787),
private law BAR card enrollee in the Ohio BAR Association and Greg Jones,
State Court Administrator. You would use the name of the Government
Official, Bank Collection Officer, Magistrate, Mayor, Supervisor, Zoning
Officer, Tax Collector, Revenue Officer, etc if those were the people sending
you the paperwork being returned and put that information in place of the
RED text in the template. You will use the name and position of BOTH the
person(s) who sent you the paperwork as well as the person it is being sent to.
In place of JOHN LEE DOE insert the name of the executor EXACTLY as
you did at the top of the page making sure you keep the comma between the
Name and the word Estate. READ WHAT YOU HAVE WRITTEN AND
SEE IF IT MAKES SENSE!!!!!!

24. IN PARAGRAPH TW0: Replace JOHN LEE DOE (in both locations) by
inserting the name of the executor EXACTLY as you did at the top of the
page making sure that you keep the comma between the Name and the word
Estate. Replace the other RED text with text that MIGHT be similar to:
Susan Smith (00422787), private law BAR card enrollee in the Ohio BAR
Association and Greg Jones, State Court Administrator accompanied by..
READ WHAT YOU HAVE WRITTEN AND SEE IF IT MAKES SENSE!!!!

25. govern yourselves accordingly. DO NOT CHANGE OR ALTER


INCLUDING LOCATION! Make sure you keep the period at the end.

26. By: executor _______________ Sign your name in Upper/Lower Case.


Example: John Lee Doe in the presence of your Notary with a BLUE pen.

27. Executor Office THIS STAYS BELOW YOUR SIGNATURE LINE AND
SHOULD NOT BE MOVED.

28. The only information to be filled out below the Executor Office line will be
filled out EXACTLY LIKE IT WAS AT THE TOP OF THE LETTER
replacing RED text. Do NOT make any changes to the formatting of the
document leaving the Certified Document, copy to: Office of Governor, and
copy to: Office of Attorney General information formatted and located
EXACTLY WHERE IT IS TO THE LEFT. NOTHING SHOULD BE
ADDED OR MOVED. DO NOT INSERT THE NAME OF THE STATE
HERE!

29. The only other information to fill in will be the correct state in the notary
signature area near the bottom.

Go back through the template and make SURE that in all places you have the
correct word using either Executor or Executrix so that there is continuity
throughout the letter. Pay VERY close attention to this and get it right!!

When you are ABSOLUTELY SURE that you have everything correct on the
letter then highlight the entire letter and make it all BLUE type before you
print it. You obviously MUST have a color printer or take it to a staples etc. to
get it printed IN BLUE on LEGAL SIZE PAPER. After printing the FIRST
copy of the letter you will carefully attach the narrow CERTIFIED MAIL
STRIP to the letter just below the date and between the dashed lines, then sign it
in front of a notary and MAKE AT LEAST 3 COLOR COPIES OF THAT
COMPLETED AND SIGNED LETTER WITH THE CERTIFIED MAIL
STRIP ATTACHED. You will need one copy for your birth state Governor and
birth state Attorney General and a copy for yourself, AT A MINIMUM.

MAILING INSTRUCTIONS:
You are going to send the ORIGNAL letter with the CERTIFIED
MAIL STRIP ATTACHED, to the person and location addressed on
the letter. You are going to send it Certified Mail using the number on the
strip attached to the letter USING ONLY STAMPS AND NO METER MAIL.

Enclose, but DO NOT ATTACH, the abandoned paperwork (bill, collection


notice, foreclosure notice, invoice, etc) that you received. You might want to
make copies of that paperwork for yourself but RETURN THE ORIGINAL
DOCUMENTS SENT TO YOU WITH THE EXECUTOR LETTER.

Send a COLOR COPY of the ORIGINAL letter to the Governor and Attorney
General of your BIRTH STATE. Address the letter to them as Tom Smith
XXXXXX Governor or Sam Jones XXXXXX Attorney General at the
appropriate addresses which can be found online.

Do NOT send copies of the abandoned paperwork to the Governor or


Attorney General, just the color copy of the Executor letter.

The Governor and Attorney General letters may be sent regular first class mail
USING STAMPS or can be sent Certified Mail if so desired, using STAMPS.

One last thing

If you have not listened to the audio(s) of David Clarence explaining


what you are doing with this letter or thoroughly read the transcript
of his audio then you are doing yourself potential HARM by doing
this letter and sending it. Please study and ask questions if not
absolutely sure of what you are doing BEFORE you would send this
letter out. It can very possibly do you a world of good but it can also
do you HARM if you dont understand the process and more
importantly, HOW TO DEFEND IT if you are ever in the position of
having to do so.

Good luck!!!!
Version 11-1-2010

You might also like