When you accept the role of executor, the first 60 days often set the tone for the entire estate process. In Sacramento and across California, your first steps will shape how smoothly assets move and how disputes unfold. As executor, you need to know the responsibilities the role requires.
60-day executor checklist
Use the first 60 days after the court names you as executor to secure the estate and meet deadlines. Follow these concrete steps:
- Get legal authority: Ask the court for Letters Testamentary or Letters of Administration and order 5–10 certified copies from the court. You will need these documents to prove your authority to banks and companies.
- Get tax IDs: Apply for an Employer Identification Number (EIN) from the Internal Revenue Service (IRS) and file IRS Form 56 to notify the IRS you serve as the estate’s fiduciary.
- Notify creditors: Send a Notice of Administration to known creditors. They then have 60 days to file claims.
- Open an estate bank account: Use the EIN and put all estate money into that account. Never mix estate funds with your personal money.
- Inventory and secure assets: Walk through the property, list everything of value, secure valuables, change locks if needed and confirm if insurance covers the property. Finish the walkthrough in 60 days and file the official inventory within four months.
- Tell state agencies: Notify the California Franchise Tax Board (FTB) within 90 days (aim for 60) and notify the Department of Health Care Services (DHCS) within 90 days if the person who passed was over 55.
If the process feels overwhelming, it may help to speak with a probate attorney who can guide you and keep you compliant every step of the way.
Be an effective executor
Being an executor feels overwhelming, especially if you are still grieving. But having a full understanding of your responsibilities can make the process easier for you. If you are feeling unsure, a knowledgeable attorney can help you avoid mistakes or personal liability so you can follow the deceased person’s last wishes.