swamp
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Post by swamp on Oct 28, 2021 17:54:51 GMT -5
Nope. I’m a state employee now. But but when I was doing estate work, I made lots of money cleaning up fuckups that people tried to do themselves.
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pulmonarymd
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Post by pulmonarymd on Oct 28, 2021 18:35:45 GMT -5
Nope. I’m a state employee now. But but when I was doing estate work, I made lots of money cleaning up fuckups that people tried to do themselves. Almost like being an expert has some value. We see the same thing with people doing home remedies
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Mardi Gras Audrey
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Joined: Dec 25, 2010 18:49:31 GMT -5
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Post by Mardi Gras Audrey on Oct 28, 2021 18:36:47 GMT -5
I had to go through this when my sister died. Anything that was just in her hubby’s name, I would call and let them know. They froze most of the accounts just on my word with us to follow up with a death certificate. I would do that for the stuff in his name only. She does need to be mindful of any automatic transactions in/out of his accounts. It seems to depend on the bank on his to handle. bOA would let deposits in but not withdraws. When I worked for the govt, one of our employees passed away. Usaa wouldn’t let us deposit his last check (they would reject the transaction). Was he a veteran /getting any VA benefits? She will to let them know to stop that. Make a spreadsheet where u have the account info, contact numbers, who you called and what they said. The first thing is taking care of the funeral and life insurance. By letting people know (even without the death certificate), you will get some time to take care of things. She should call a lawyer to see if she needs probate.?we did for my sisters estate but it was only $2k (in Texas) I called VA when my mother passed away since she received DIC. I didn't know if they would be notified like SS. SS was informed by funeral home I assume but I also called them since I had heard that they sometimes clawed back depending when person passed away. My name was on account so didn't want to close until I was really clear on it. I just remembered people talking about them taking monies back so better safe than sorry - but this was back in 96. They did clawback one month of disability from my sister’s account. She died on the 20th of the month, we called them on the 23rd. They said it was too late to drop the payment for the coming up first if the next month. We didn’t get to keep the money because sis was single without kids (I think we would have gotten it if she was married or had dependents). The money was deposited then taken back later. They were really nice about explaining everything and letting us know what we would see. Her account was frozen and needed to go to probate anyways so it just sat until they took it back
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TheOtherMe
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Post by TheOtherMe on Oct 28, 2021 19:28:27 GMT -5
My dad died on Dec 19. It was too late to stop the payment for his health reimbursement account. The bank let it in to the account. I let the bank know immediately that money did not belong to him and they said there was nothing they could do. I don't think my sister had told them anything yet since we didn't have a death certificate.
Besides my sister and I were joint tenants so we continued paying the remaining bills out of the account.
It took forever for the HRA to send a bill, which is what the estate attorney wanted done. I think that was the last money out of the account and it was several months after dad died.
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nidena
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Post by nidena on Oct 29, 2021 6:28:35 GMT -5
I would also do an Unclaimed Property check. It's likely easier to claim if the person is recently deceased than if it's well in the past. Also, if they are a veteran, this may be useful information: Veteran's Burial Benefits
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Lizard Queen
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Post by Lizard Queen on Oct 29, 2021 7:20:10 GMT -5
Social security clawed back money from myom that they shouldn't have, considering social security is paying the prior month's benefits.
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Deleted
Joined: Apr 24, 2024 17:50:06 GMT -5
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Post by Deleted on Oct 29, 2021 8:19:50 GMT -5
I would also do an Unclaimed Property check. It's likely easier to claim if the person is recently deceased than if it's well in the past. Also, if they are a veteran, this may be useful information: Veteran's Burial BenefitsImmediately is good, but if they have accounts no one knows about (or that even they forgot), it takes a couple of years for it to make its way to the state, so it's good to check a couple of years later as well.
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