My trustee told me you get the needs asap and the wants will follow.
I don't know if I mentioned this but my car is being put on a truck tomorrow and will get here this weekend.
I have a comprehensive list of who needs to be paid, the amount, the payment format, and the mailing address, for everything, with the exception of auto insurance, and I'll be done with that final task tonight or tomorrow.
Tomorrow I will put the list in order-- 1, 2, 3, etc. I'll send it in its completed form to my trustee.
The one thing we messed up on is she asked me to open my investment account. I needed to fund it with $25 to open it.
So then she sent a cashier's check for the yearly maximum of 20k and, of course, they had to reject it.
I told her I'll send her a figure adjusted for market daily closing so she doesn't have to do this one three times. Lol.
She doesn't have a fiduciary role with this account. It's for living expenses.
Yes, I'm enjoying this thread immensely but my 3.8k rug is something our investments would have to earn.