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Registered
Join Date: Jul 2001
Location: Lawrenceville GA 30045
Posts: 7,453
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I'm glad you are able to assume some bonds with her and be her new family.
We did all the paperwork related stuff years ago. Both kids know of the plans. We've got a folder in the file cabinet with a label "What to do if we die." It has lists of the will/trust location, account information for 401ks and IRAs, banking, etc. Our adult daughter is also on the signature list for the safe deposit box.
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Mark
'83 SC Targa - since 5/5/2001
'06 911 S Aerokit - from 5/2/2016 to 11/14/2018
'11 911 S w/PDK - from 7/2/2021 to ???
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