On the past few visits with my parents I have taken phone calls that were orders for the MemoryBanc Register. My mom let’s out a “hot dang!” then asks “can we order one of your books?”
My brain reels. Try as I might, I’m the kind of gal who has the witty response a day after it would have been useful. My defense for this has been to stick with the truth. So I tell my mom I already have a book for them.
Recently, my mom has been appreciative of the help and telling me now how much she is struggling to put information together. I have never shared with them they have been the inspiration for my business. She has no idea how many MONTHS I spent trying to find all the information on their accounts. She doesn’t know how frustrating it’s been to try and help them. My parent’s do not understand how many things they were failing to manage (bills, household maintenance) and many simple fixes their Power-of-Attorney could have fixed were derailed.
The blessing of the Internet has been that I could set-up online access to act on my parent’s behalf. I had enough personal information and knew what their PINs would be. It’s been over two years since she called me to ask how to put money in the bank. Just last week we uncovered another bank account and a life insurance policy. It’s no wonder that the Washington Post reported that there is over $32 billion dollars of unclaimed funds are sitting in state treasuries just waiting to be claimed.
It’s time to put the book in front of my parents (or a summary at least) so they can see, touch and feel more connected to their own estate. Documented.