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Executor Essentials: First Month Duties and Claiming Death Benefits

Business

Executor Essentials: First Month Duties and Claiming Death Benefits

Course 40752A · 2 hrs · CPA

Once the immediate aftermath of a death passes, executors face a new wave of responsibilities. This course covers the key tasks of the first month, from notifying institutions to organizing paperwork, and then addresses how to claim life insurance proceeds, Social Security survivor benefits, and other death-related benefits. Tax and financial professionals advising estate clients will find this course useful for understanding the practical steps that precede formal probate and affect both estate administration and income reporting.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Executor Essentials: First Month Duties and Claiming Death Benefits
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

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We currently offer 224 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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Pay-as-you-go credit packs — no subscription required. Packs range from $64.50 (16 credits) to $224.50 (80 credits), which works out to $2.81–$4.03 per credit hour, or roughly $5.62–$8.06 per 2-hour course at pack rates. Credits never expire and can be used on any course in the library.

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