CoryDoors – Simpson, Thompson & Colin #ThursdayDoors

Since my mother’s passing, I’ve been doing a lot of paperwork. I had to get an Affidavit (what, in Dickens, the lower characters called an “affy davey”) of Something-Or-Other proving I’m legally authorized to claim the stuff Mom considered too small to put in both our names. If she had known what a headache that would be, she would have put everything in both our names.

But I digress. Simpson, Thomson & Colin (makes my fingers itch, not to put that Oxford comma in there) and all their previous incarnations, are our bidniss lawyers. They handled it when I adopted Charlie’s kids, f’rinstance.

So I went to them for the affy davey.

They have more accessible offices than the ones we first went to, up a steep, narrow staircase above the newspaper office. These are pretty classy. Here’s the front door, complete with doorfie.

Got me affy davey, wherein were listed her bank accounts and any checks that had come in payable to her. Like refunds for healthcare she wouldn’t be using and heartbreaking items like that. So an additional one came in, and I had to have the affidavit revised. They did that one for free.

Then this one investment account — okay, Franklin Templeton — started giving me extra grief. ‘Cause I need some extra grief right now, yeah? So I’m in the broker’s office and he calls them and he’s like, “What paperwork do I need to send you?” And he repeats what they say and writes it down. Then he reads it back to them. Then we do the paperwork. Two weeks later, he calls and says they want some other paper. Another two weeks, it’s something else. Two weeks later….

So then they call ME and say they can’t accept my affy davey because their name isn’t on it. I’m like, “Okay, I’ll get another one made with your name on it. What’s the amount?”

“We can’t tell you the amount without an affidavit.”

“But I need the amount. If it puts the total I need to claim above $50,000, I need to open an Estate Account rather than getting an affidavit.”

“Yes.”

“So I need the amount.”

“Yes.”

“So tell me the amount.”

“Can’t do it. Not without the affidavit.”

Catch 22, much?

They finally agreed to tell the broker the Topp Sekrit Amownt and he could tell me and I could tell the lawyer and the music goes round and round oh-oh-oh-ohh-oh-oh and it comes out here.

Armed with this information, I got a new affidavit. Not reasonable to expect another freebie, but I think they gave me a bulk discount.

Here’s the door I went through to see the lawyer with a bit of the big window I stand in while we pass papers back and forth.

I fully expect to hear back from Franklin Templeton in a couple of weeks with another hoop through which to jump.

The bottom line is: if you want security, Franklin Templeton is hella secure. If you want to see any money you put with them ever again in your life or your descendants’ lives, get lawyered up and hope for the best. I can recommend Simpson, Thompson & Colin very highly.

This, technically speaking, has been part of Norm Frampton’s Thursday Doors link-up. Visit Norm’s site, enjoy his wonderful photos, click on the blue frog link, and enter a world of doors.

A WRITING PROMPT BASED ON MY POST: A character has trouble getting money with or without legal troubles.

MA

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About

I was born in Louisville, Kentucky, but now live in the woods in southern Indiana. Though I only write fiction, I love to read non-fiction. The more I learn about this world, the more fantastic I see it is.

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One thought on “CoryDoors – Simpson, Thompson & Colin #ThursdayDoors

  1. Dan Antion
    Twitter:

    April 5, 2018 at 11:25am

    Somebody needs to write the “when someone passes away” version of “The Places You’ll Go” – My mother was complaining last year that she still had to pay taxes at 92 – we’re still paying them now that she’s gone.

    Permalink  ⋅ Reply
  2. Norm 2.0
    Twitter:

    April 5, 2018 at 2:14pm

    Man I am ever thankful we had very little bureaucratic BS to deal with while settling my Dad’s estate. You’re already going through enough and to have to put up with crap like this too? Grrr!
    Nice lawyer doors though 🙂

    Permalink  ⋅ Reply
  3. My deepest sympathies. It’s amazing what hoops we’ve been through since January, when Bill’s dad died. Fred tried his darndest to get everything set up (what’s not obvious about ‘pay on death’?), and we’re still at it. And no idea when the final release of funds will happen.

    Problem is, if you set things up for your kids with today’s laws and banking regulations, there’s still no telling what will be in force when you go – which the kids will have to deal with.

    So sorry. It makes a mockery of planning.
    Alicia Butcher Ehrhardt would love to share..The major stressor and the Gordian knotMy Profile

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    • Author

      Marian Allen
      Twitter:

      April 6, 2018 at 8:35am

      I count myself lucky that Mom’s “estate” was under the amount for which I’d have to open an estate account. Or maybe it’s also because I’m her sole survivor. Did you ever read Dickens’ BLEAK HOUSE? The thread running through it is a dispute in court over an estate that has dragged on for years and years. I think generations of lawyers made their fortunes and reputations representing one side or another.
      Marian Allen would love to share..Fang, Get Off My Keyboard and Go To Hell #FridayRecommendsMy Profile

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