Dead Accounts

Today I’m running around town taking meetings with the institutions that my dad held accounts with. It’s finally come to a point were I can close out a good portion of them, or at least start getting pay outs into trust accounts. Its been a large, steep learning curve.

The August before my dad passed away I asked him to make a list of all the institutions he knew of. He made it begrudgingly. He thought it unnecessary because he was obviously immortal and never going to let cancer win. Well I still think my dad won the ultimate fight against cancer, but he did end up dying. When he did we couldn’t find the list. Since his passing I have searched through boxes upon boxes of paperwork. Luckily, I’m the kind of person that can make something out of nothing and I’m not afraid to ask questions when I don’t know the answer.

So far I’ve had some luck! Some things we need to wait for legal stuff to go through- my estate lawyer is fantastic. Some things I can get started on right away because my dad listed specific beneficiaries on the account- the latter is my favorite.

My banker and I have kindled a new friendship due to the number of times I have to go in there for very specific things. I usually end up having to put her on the line with tedious automated systems. Though I know its a pain for her- I love her commentary.

Things are getting closed and moved.  I’m taking care of business- heck, I’m finding the business that needs to be taken care of. No more dead accounts!

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