The probate period for my cousin's estate ended yesterday. The lawyer emailed me all of the forms needed to officially petition the court to close the estate and release the funds to me. There was one form I had to get notarized which I did earlier today. I just scanned and emailed everything back to him and will put the originals in the mail tomorrow. I'm not sure how long it takes for everything to process but that should be the last step.
Sometime soon the estate account should be paid out to me. It currently holds just over 547K. Then the task will be to invest that money. I'm not planning to do anything crazy with it. It will pretty much be added to our existing investments. Even at a modest return, though, that money will generate a nice chunk of our retirement income in the near future.
October 14th, 2021 at 12:47 am 1634172460
October 14th, 2021 at 04:45 pm 1634229901
October 14th, 2021 at 04:50 pm 1634230221
I don’t know when it will get transferred but I don’t imagine it will take too long. It’s all sitting in a single bank account in Florida.
The other thing I need to do now is get two individual stocks retitled to me. I have to call Vanguard about that. I plan to sell one of them. I think I may keep the other.
October 18th, 2021 at 11:35 pm 1634600131
October 24th, 2021 at 07:28 pm 1635103715