After writing the last post end of last month about making all my assets non-probatable, I am still working on it.
Some of the accounts I just needed to check and verify that the accounts are set up as WROS (that was not visible online or on statements and I had to call and verify).
On other accounts I had to verify all beneficiaries.
Some of the changes are taking long time and are still not completed.
One of my accounts is TIC (tenants in common) and I filled out and mailed the paperwork to change it to WROS already twice. The first was incomplete, the second time they claim they never received my letter with completed addition which I mailed 2.5 weeks ago and asked me to mail it one more time.
I am filling it out now for the third time but I will not mail it anymore. I suspect sloppiness on their part because I personally mailed this letter from the USPS office and the other letter mailed at the same time did arrive at other recipient. This time I will scan it to them. That all just takes time.
We also didn't have time yet to change the title of the third cat to both of our names. Everything else is done.
One account left and one car.
That will be completed sometime soon.
The next task is working on reorganizing and updating all password data and insurance information.
Update 02/01/2018
The only thing left is one truck.
Update 07/09/2021
The old truck is replaced by a new one and something funny happened when we were buying it.
All assets should be non-probatable now.
