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Some Progress on Resolutions

January 8th, 2014 at 03:38 pm

With the help of an attorney (but at no cost - yay!!) I did our revocable living trust and our pourover wills. They are printed out and ready to take to the bank on Friday to have them witnessed and notarized.

I've also done some maintenance on our Capital One 360 savings accounts:
- transferred in some of the money from our private school savings account so it can earn some interest
- set up a $50/month transfer from our checking to that account (automatic savings)
- transferred more money from our car savings account into the Car Savings so it can earn interest
- set up a $150/month transfer from our checking to that account (automatic savings)

5 Responses to “Some Progress on Resolutions”

  1. beawealthywarrior Says:

    I also have a revocable trust and will and it sure does provide me a peace of mind Wink

  2. snafu Says:

    Thank you, you've also provided me with peace of mind that you've taken care of this important task. I wish it was compulsory for all parents, like Income Tax filing,

  3. Amber Says:

    Good for you Smile

  4. rob62521 Says:

    Yay! Glad you did!

  5. PNW Mom Says:

    So glad you did this! Smile

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