View Single Post
Old 07-24-2015, 06:18 PM   #147
Kelt
Senior Member

How Do You Identify?:
Beach Butch
 
Kelt's Avatar
 

Join Date: Oct 2010
Location: SoCal
Posts: 2,751
Thanks: 19,765
Thanked 15,285 Times in 2,538 Posts
Rep Power: 21474853
Kelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST ReputationKelt Has the BEST Reputation
Member Photo Albums
Default

I'd think that 3 months after my father died and a month after moving my mother things would be getting easier. A couple of days ago I got a packet from the attorneys, I have four tax returns to do. One joint for when father was alive, one individual for my mother, one for the estate, and one for the trust. Then of course I have to do my own which is every kind of messed up from a cross country move in 2014 (CA thinks I still live there?) and three "event" changes in health insurance over the last year. Sure I'd be happy to do full asset and inventories from the date of death which I didn't do at the time because I didn't know it was needed (What? I've never been an executor before!) and all the companies I need to get info from have to use third parties to get access to their own information on an "as of" date.

Which means power of attorney.

I got a corporate POA a couple of months ago to take care of mothers pensions and medical needs. Of course they spelled my name wrong and that took a month to fix. Now I have a full POA for everything and have been sending that out since most places have a legal departments that take 6-8 weeks to process. Naturally, I didn't notice that this POA also has a spelling problem in that it adds a middle initial, one that's not mine. I missed it and only found out when the first brokerage called me to tell me my information request was denied from the mismatch. Seriously? Spelling errors are costing me weeks/now months of lost work. It's only a 14 hour drive to fix this.

But that's okay, I only sent out 12 of them.
Kelt is offline   Reply With Quote
The Following 7 Users Say Thank You to Kelt For This Useful Post: