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Submitted claim packet to National Guardian Life Insurance Company with cover letter explaining first beneficiary had predeceased and that I represent Lydia's estate; requested they submit check to me on behalf of the Estate.
Posted pictures, description, and list price of Toyota Tacoma on Autotrader - $24,900.
Spoke with National Guardian Life Insurance Company and initiated death claim for $10,000 life insurance policy. Agent informed me he expected benefit to be paid to her estate, because both of her other beneficiaries predeceased.
Spoke with AccessHR Survivor Support - third party agent of JP Morgan Chase. Submitted death certificate to continue claims process for other survivorship accounts.
Met with Miranda at Chase Bank and opened estate bank account. Collected savings and checking accounts into one. Opening balance = $4,267.26.
Wrote checks to pay back administrator-fronted rent for storage facility, filing fees, and other administration expenses.
Submitted car pictures and description to Hayes Chrysler. Initial offer for truck was $21,600 depending on status of truck. Revised offer submitted after pictures were inspected was $20,500. No explanation for reduction.
Received Letters Testamentary and began calling account custodians.
Received confirmation from our CPA, Barbara Bender, that the extension to file tax return for 2016 has been received and approved by the IRS.
I completed Lydia's move out of her apartment. Her things are being held at a storage facility. I cleared her mailbox of accumulated mail, and then turned her keys back in to the front office.
The front office allowed me to forward her mail to PO Box 1390, Lawrenceville, GA 30046. They also told me that her account had not been charged and would not be charged for March rent; they had stopped her rent as of February 28.
I visited Lydia's apartment to take pictures and video. I recorded an entry video to show the state of the apartment when I arrived.
I threw out trash and cleaned out the refrigerator, and washed some extra-nasty dishes. I also opened the windows for a while to get some fresh air in.
I met with Lisa Dickerson at her house to exchange keys. Lisa told me she had entered the apartment and removed jewelry and two computers. The police had given her the keys to the apartment and approved her access.
Lisa gave me Lydia's keys, tax returns, and legal documents.