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