organize financial/life records

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funchilde

funchilde 8 years ago


funchildeLast Will & Testament

Complete! Also, power of attorney is finished. Now I just need to notify my executors/power of attny folks. 2 years ago


funchilde2nd quarter updates & still getting organized.

I finally figured out how to log into my largest retirement account and changed the mailing address so that everything comes to one place (hopefully, we shall see) and also updated my Net Worth calculator for the end of the 2nd quarter (june 30th). I do my net worth calc by month, but generally don’t update the investment accounts monthly, just quarterly for now.

To count this complete I think getting the last of my tax documents to the accountant, getting my final version of the will and estate plan I’ve worked with a lawyer on and looking into the digitial will per getrichslowly.com would just about do it. So…wow. This has taken awhile but I am close and I feel so much “lighter” and “free-er” and “grown up” having worked on this. http://www.getrichslowly.org/blog/2011/03/03/getting-started-with-estate-planning/ 2 years ago


funchilde5-24-11: Update(s)

1. My Will is ready for review. I need to schedule an appointment with the lawyer for when I return from vacation.

2. I spent 4 hours at my Tax Accountant’s office today. PAINFUL, but DONE, prayerfully the worst is behind me. 2 years ago


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