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Re: Alliance CU seminar (fwd)
- To: noelle
- Subject: Re: Alliance CU seminar (fwd)
- From: robert <http://dummy.us.eu.org/robert>
- Date: Wed, 29 Nov 2017 16:14:55 -0800
- Keywords: my-Oakland-voicemail-number
Do you have the original form, still? Let's take a look at it.
> From: Noelle <noelle>
> Date: Wed, 29 Nov 2017 16:03:23 -0800 (PST)
>
> yes?
>
> On Wed, 29 Nov 2017, robert wrote:
>
> > To: noelle
> >
> > According to
> >
> > https://www.law.cornell.edu/wex/residuary_beneficiary
> >
> > "Residuary Beneficiaries" is all the other beneficiaries.
> >
> > Who did you include for the personal property? We should add all other
> > conceivable beneficiaries not in that list.
> >
> > I assume that that is the only thing preventing the remainder of the
> > documents being sent.
> >
> > > From: Noelle <noelle>
> > > Date: Wed, 29 Nov 2017 12:46:11 -0800 (PST)
> > >
> > > > From: "http://www.ainerfraker.com/~john" <http://www.ainerfraker.com/~john>
> > > > Date: Wed, 29 Nov 2017 20:41:20 +0000
> > > >
> > > > Hi Noelle,
> > > >
> > > > I have put together the draft version of your documents.
> > > >
> > > > Please review the attached Confirmation of Names & Roles, and let me
> > > > know
> > > > if there are any needed changes.
> > > >
> > > > Also, on the Questionnaire, it didn't specify the "Residuary
> > > > Beneficiaries"
> > > > - ie who gets what after the personal property is distributed.