Just remove POD on the checking account. Have rep/exec authorized signatory on that account. At most will need to do a small estate succession probably. Off assumes can do this before passing.Still with us, but a short life expectancy. Trying to preplan a bit in order to be prepared and to spread out the work a bit across time.To be clear, the elderly person is no longer with us? The wording slightly confuses me.
Statistics: Posted by LotsaGray — Sat Aug 31, 2024 11:46 pm — Replies 28 — Views 1354