Today, I:

[khatru]

Beginning of boring stuff I did post.

• Called FinanceGuy and found out:
  
  • There were, indeed, things I needed to sign inside the envelope I got that I opened, identified was paperwork about the IRA they're setting up, labeled IRA STUFF and put aside for later. Oops.
    
  • The 401k hasn't shown up yet for them, and in fact is most likely going to show up in my mail as a check made out to the IRA fund. So I should be looking for that Real Soon Now.
    
  • Astonishingly enough, he agrees with my intention for the money, that I should clear all bills before putting things away. Woot!
    
  
  He's going to be at my FIL's 90th birthday party this upcoming Saturday. He'll have paperwork for me to sign and I need to be ready to give him a check for however much I'm not using to pay off stuff. This is going to be the *liquid* ish portion of my funds. I've never had this much money before. I don't think my family (parents and up) had equivalent-this much money before.
  
• Called Wells Fargo Mortgage: The Deceased Processing Unit (is this anything like food processing?) had to give me to Customer Service (which I had actually dialed originally, and killed it and called the Deceased Processing Unit instead...) and gave me a number that's good till the 30th. And it's $4+ interest for every day past that. This is not a legally binding number; they can mail, fax, or email a number that would be legally binding. No, they cannot guarantee that if I give them my email they won't use it for advertising purposes. So I have to get a certified check, and send it overnight to a really whacky address to get this done.
  
• While I was waiting on hold, I emailed Otter's HR person to let them know I'd gotten the life insurance check, and ask she had any idea of when I could expect to get anything from the 401k folks.
  
• Called the Credit Union about the home equity loan: They're ok with a personal check. I have the number to be paid off by Friday, and I can walk it in (or spend the money to get it there by Friday).
  
• Called the House Insurance to find out how/what to pay/do now that mortgage is being payed off. It's paid through May, renews June 1. I have #OPTIONS about how to pay, and time to think about it. Yay!
  
• I sent email to the lovely friends who loaned me money for mortgage, and asked them for their accounting of how much I owe them.
  
• I called what will be the new cobra management company (yes, for the insurance I haven't finished filling out the applications for) and found out that they aren't doing any intake, I have to finish the filling out with the current company and let it flow over with the transfer.
  
• And I made out a couple of checks for bills while on hold with all of those, and then R and I went out to do EXTREME BANKING!
  
• Went to local bank and got a certified check (aka cashier's check, aka treasury check) in the amount of "I don't think I've ever sent this much money before" (plus $10 for the service)
  
• Went to local post office and followed the directions of the Lady In Charge to send it overnight. It should be there by noon on the 27th. That will be $24.07, thank you very much.
  
• On a roll, we drove over to Busch Campus to pay off the home equity loan we had at the credit union. This took a while, since it was about 2:30-3pm as we went, and school was letting out all over the place.
  
• To celebrate the hemorrhage of "I haven't ever spent this much money in one day" we ... spent more money, and had a treat at Thomas Sweet's (excellent store-made ice cream).
  
• We discussed dinner on the way home, and decided that sushi was far more interesting than leftovers, and that it was the better part of valor to order in than eat at a restaurant. I had another errand vaguely in mind, but decided to let it slip.
  
• Called the oil company to find out why they were trying to charge the oil delivery to our credit card when I had arranged in January that they would no longer do that. Apparently that information never made it into our file, and hopefull will now be in our file.
  
• Between getting home and ordering dinner, I wrote out more checks for bills for normal amounts of money, and succumbed to the demands of the cat so lonely because no one ever pets her to be a mattress.
  
• After we ordered dinner, I called Otter's insurance company, following up on the call I made on March 5th about getting the claims adjustment check re-issued in my name. Turns out there's a note, saying they called on 3/6 and left a message. Apparently they called the house phone, and I don't know who they left a message with. I found out that I need to send them a copy of the surrogate's affidavit naming me It, and got the address to send it to. Again, this took a while of me being on hold for this to be figured out.
  
• Ate delicious sashimi from a new place. I'm not sure it was any less expensive than going to a restaurant would have been. :/
  
• Called the insurance company from 5 years ago to talk to them about getting another check reissued (that we'd just found this past weekend, which had been reissued Sept 28, 2017 and was good for 6 months, with no indication of when the original check had been inssued). This took over an hour of talking with someone (who at first couldn't find a record of the check in their system...) and being on hold, and talking to them, and being on hold... and eventually they decided that I could sign a HIPAA release that would give me the right to see his information, and that would give me the right to get the check in my name. (Does anyone else see the circularity of the logic here?) They emailed me the form, I printed it out, filled it out, and in the process found that I needed to give them ... a copy of the death cert and the surrogate's affidavit. *headdesk* Soooo, I included those also.
  
• There was something else I did, but I forgot.
  

Next day I'm awake, I need to:

• call company that Otter gave our tax stuff to to get it back and give it to someone else.
  
• Find out what happened to the check that the insurance company claims we cashed in order to fix the roof.
  
• Arrange to actually get the roof fixed.
  

To Do SOON

• call tax assessor office 9a-3p Barbara 9087692906 AFTER 12:30 WEDNESDAY as of 20180208
  
• Decide day of month I need to pay bills. (2 days before end of month is not enough time)
  
• Contact EZPass and find out how it was being paid and figure out if I need to do anything with it.
  

To Do Soon

• Fill out forms for TIAA-CREF
  
• Get onto Otter's computer and look for the file he left me.
  
• Clear out envelope of Bills Since Death and sort into records, bills, whatever.
  
• Figure out what to do about cpap machines (company emailed back, saying donate or whatever) (in process)
  
• Find out wtf to do about the argument with the insurance and the roof
  
• DO NOT LOSE PRINTED FILLED OUT FORMS BEFORE DEATH CERT SHOWS UP!!!!!

Talk to R about:

Things I need:

• Container specifically for estate stuff. - Catbag?
  
• Container for my paper notes on phone calls.
  
• Container for medical records current year, bills and other
  
• Container for keeping records, current year (currently back half of step sorter that R got from Staples, and repurposed wire mesh phone stand)
  
• Container for medical records specifically for past years.
  
• Containers for keeping records for past years, to hold paid bills and record keeping.
  
• Container for tax info papers bundled by year for past years.
  
• Container for my frustration and sanity. (Research ongoing. Last marble was found in dice bag, perhaps something similar?)
  

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