Tag Archives: paperwork

Banking

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OK, this is a sign of something but I’m not sure what.

Right around the time that Dave died, I received a letter from PNC where I do my banking saying that because Dave and I were such good customers, they were assigning us a personal banking assistant.

This guy has been so helpful to me. My banking needs now go something like this. I call or email the assistant and he takes care of it for me. I worked with him on changing the mortgage on my house. He arranged for a safe deposit box for me. He opened a savings account for me.

Most recently I called him and told him I want to buy a car. He had a loan and check to me in 2 days that I can use if I need it. One phone call and that was it.

I guess it makes sense for PNC because it’s a lot easier to give them my business because I just call this guy.

So, is this a sign that I’m lazy? Or relying on convenience? I think it’s just convenience because I still am checking out auto loan rates.

Hmm, now that I think about this, I’m not sure if I ever removed Dave’s name from my checking account. I better call him.

Car Title–Finally

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Scion XB

Thanks to The Toad at Flickr

I finally got notice that the car loan on Dave’s car has transferred into my name. Actually, Dave’s estate has been notified that the loan has been transferred to somebody else. I haven’t actually received notice in my name!

It’s taken seven months for the paperwork to be handled and transferred. I’m really sorry that I didn’t just pay off the loan, get the title, and get the car transferred to my name.

Now I get to deal with the DMV on changing the car into my name. I’m hoping that will take less than 7 months.

Paperwork

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Who would have thought that it takes months to deal with the paperwork that follows the death of a spouse? I used an attorney which was wonderful. She took care of many things for me and was a real support to me.  She transferred the title of my house into my name. She told me what to do with the banks.

One of the best things she did for me was to notify all of my husband’s creditors to let them know there was no estate for them to be paid from. I still don’t understand that exactly but I ended up not having to pay bills that I thought I might have to deal with.

I’m so grateful to her and to my husband. When I first went to see her after Dave’s death, I came out of the office wishing I could tell Dave how wonderful he was to get everything put in order for me. We’d updated our will and figured out financial arrangements. When he died, the attorney had it all in place for me.

I still had to deal with things which I struggled with but boy having somebody who knew what they were doing was a tremendous boon to me.