Getting started
Sorting a parent’s papers, in the order I’d do it
What to open first, which papers name people and which only list money, and the one-page summary that makes the next conversation shorter.
Clarice Thornwell7 min read
Guides, written for the kitchen table
Short and plain, with the order of things first and the exceptions after. They explain; they do not replace a conversation about your own papers.
Powers of attorneyA power of attorney the bank will accept
Why banks turn down perfectly good forms, how to write one that reads clearly to a stranger, and when to hand it over.
Clarice Thornwell6 min read
A question the guides left open?
Send it. If the answer is short, I will give it to you, and if it needs a meeting, I will say so.