baronessekat

So this morning, after a lazy sleep in I get up, get dressed, get the paperwork together that I need and head out for a Wednesday morning of dealing with money.

First stop... credit union to transfer the majority of mom's money out so I can pay bills this weekend. Go in, show all the legal stuff and say that I want to take all but a couple hundred out of her checking account. Woman types away and goes "Which one?"

I blink. "Um... how many does she have?"

"Two checking and one savings."

Double blink. We only knew of the one account, that I figured would just barely cover the expense of utilities and stuff on the house until I took over in July.

Upon investigation we don't need to worry about the annuity coming through to pay for the funeral. I currently now have in one of my accounts more than I make in a year.

I almost kissed the poor teller who couldn't understand why I broke into tears at her counter.

Called

eternalmusings to tell her the good news.

Then drove directly to the funeral home and paid the bill.

After that I met with the Financial Advisor. Great guy. The downside was that he knew my father from dad's rotary days (hense why I knew to go to him in the first place) so I got to sit through an hour and a half of no shit war stories. All the while going "Um, Joe...I do still need to go to work today".

But he has the paperwork for the annuity and some money market account mom had and is going to take care of it for me and sis to get it transfered over to us then reinvested to make us some actual money. The upside to him having known dad and dad having done free PR for the guy's firm... if we do actually have to pay for the services it's going to be way discounted.

But for now I'm at work until 9pm.

Happy Wednesday.