Caregivers and Stress

Kelt · 07-24-2015, 06:18 PM

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.

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07-24-2015, 06:18 PM	#11
Kelt Senior Member How Do You Identify?: Beach Butch Join Date: Oct 2010 Location: SoCal Posts: 2,751 My Photo Gallery Thanks: 19,765 Thanked 15,274 Times in 2,538 Posts Rep Power: 21474853	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.