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  4. I hate dealing with this kind of thing

I hate dealing with this kind of thing

Scheduled Pinned Locked Moved Off Key - General Discussion
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  • wtgW Offline
    wtgW Offline
    wtg
    wrote on last edited by
    #5

    Could it be an annuity rather than a life insurance policy?

    When the world wearies and society ceases to satisfy, there is always the garden - Minnie Aumônier

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    • MikM Offline
      MikM Offline
      Mik
      wrote on last edited by
      #6

      I'd ask for details. Don't sign anything until you get them.

      “I refuse to answer that question on the grounds that I don't know the answer”
      ― Douglas Adams

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      • D Offline
        D Offline
        Daniel.
        wrote on last edited by
        #7

        Yeah, my cousin must know the details. She didn't know what was in the accounts off the top of her head. So, she has a list of each account in the estate and the amount in each one.

        wtf, maybe, but knowing my mother, the chances are in the low end of the spectrum next to nothing.

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        • S Offline
          S Offline
          Steve Miller
          wrote on last edited by
          #8

          Sounds like a mess.

          A family trust would have made this much simpler.

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          • MikM Offline
            MikM Offline
            Mik
            wrote on last edited by
            #9

            Not necessarily. Assets only go into the trust if you specify them. It looks like this one wasn't specified anywhere.

            “I refuse to answer that question on the grounds that I don't know the answer”
            ― Douglas Adams

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            • S Offline
              S Offline
              Steve Miller
              wrote on last edited by
              #10

              Looks like no trust at all.

              If there was a trust there would be no probate attorney

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              • AdagioMA Offline
                AdagioMA Offline
                AdagioM
                wrote on last edited by
                #11

                Why would they ask you to sign something without know what it was about? I wouldn’t.

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                • D Offline
                  D Offline
                  Daniel.
                  wrote on last edited by Daniel.
                  #12

                  I can't sign it. It would be wrong. I told my mother I did not want to inherit anything from her. After that, it wasn't for me to decide anything.

                  I'll get the details, and maybe I'll sign it.

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                  • D Offline
                    D Offline
                    Daniel.
                    wrote on last edited by Daniel.
                    #13

                    I opened an account with a "too big to fail" bank. Don't tell Rick!

                    I applied for three accounts, the first two said no, and the third one said yes.

                    You get an--"It's official, Daniel!" page with a nice doodle in orange and yellow tones of a black hand shaking a white hand in front with their arms encircling a town or small city.

                    You call them and speak to a "banker" instead of an agent.

                    So my debit card was supposed to be sent USPS and take five to seventh day. It didn't arrive on the seventh day so I cancelled it and had it expedited FexEx. No fee.

                    So, my intuition was correct. I got the mailing last night. Everything was fine except the card was missing.

                    Well, I reread the lawyer's letter and its saying the estate needs to be reopened. I missed this detail.

                    My Dad died in October. Nobody told me the estate was closed.

                    I don't think any less of my brother because I had a meditation about. I went back in my memory to a time he might have been three. I was fourteen years old. Then I kind of snapped out of my memory. I was sad for a moment. I think it was because of the intensity of the experience. I realized he is the same person he was all those years ago. I also realized I love my brother today the same as then.

                    But, boy, he and my cousin have been telling lies. There's no reason not to use the word-- lies. I've caught them out in several at this point.

                    I'm going to research the Surrogate Court process and the case if possible.

                    I'm going to research MetLife.

                    I'm going to do this before Monday.

                    1 Reply Last reply
                    • D Offline
                      D Offline
                      Daniel.
                      wrote on last edited by
                      #14

                      Most middle class families in the Mid-century might have been able to afford to set up trust funds but it wasn't in their DNA.

                      My mother told the lawyer who visited her in the hospital when she was dying (paid for by my father and his brother) she wanted $50,000 to go into a trust for her granddaughter's education and she wanted $10,000 to go to her granddaughter's mother for home repairs.

                      My sister told me many people witnessed this but the lawyer claimed these requests were impossible to understand, and after some time, my father convinced her to sign the will his lawyer put in front of her.

                      The tumor attached to her lower spine, the brain cancer, and a single chemotherapy treatment for her brain had her sad and discouraged.

                      In the final analysis, I think she was in too much pain to write the will she would've written it the clock could have been turned back three weeks.

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