Tuesday, October 20, 2009

Reason #8 why Dad should have had a will....

So the trial to determine what to do with Dad's estate was yesterday and I vastly underestimated the number of vultures that crawled out of the woodwork with potential claims to the money.  I had assumed that since he didn't have a will, all that would be required would be the death certificate along with my birth certificate and a copy of the missing persons report he filled with LA County PD in 1987 for my mother.

WRONG!

The small courtroom was packed, lawyers for American Express, Bank of America, Chase, Citi, and JP Morgan were present to try and dig their claws into what they thought was their share of the pie.  I got copies of all their outstanding balances and am to meet with the judge again on November 6th to make a settlement offer.  At least now I have legal access to his accounts and can figure out exactly how much capital we're talking about.

Anyone know a good financial planner in the Greater Los Angeles area??

1 comment:

  1. Sounds like a nightmare! Good Luck..hope it all turns out well for you:)

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