Where are our wills?

q168 questions.yaml · questions.yaml:756 notes

Question

A good answer

The originals are at Stannard & Hoyt and copies are in the grey file box, per Peg's note. Neither will is scanned. A second note says the 2003 wills are still in the grey box although the lawyer said to destroy them, so a paper copy found there has to be checked for its date.

Comments

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Supporting records

The records the answer rests on, from from, with whose they are.

wills - originals at Stannard & Hoyt, copies in the grey file box Note · saved May 20, 2019

date	2019-05-20 09:30
body	wills - originals at Stannard & Hoyt, copies in the grey file box

2003 wills - Rebecca says destroy. Still in the grey box. Ask R. Note · saved May 20, 2019

date	2019-05-20 09:35
body	2003 wills - Rebecca says destroy. Still in the grey box. Ask R.

Rebecca Stannard Contact · saved Apr 19, 2019

Whose: Peg Ostrander (advisor)

relation	advisor
first_name	Rebecca
last_name	Stannard
gender	Female
company	Stannard & Hoyt, S.C.
job_title	Attorney, estate planning
website	stannardhoyt.example
comments	Has the signed originals in her vault; ours are copies.
phones	- number: '6085550115' variant: Work
emails	- email: rstannard@stannardhoyt.example variant: Work
addresses	- variant: Work street_address_1: 14 Pinckney Mews street_address_2: Suite 300 city: Madison state: Wisconsin postal_code: '53703'

Traps it covers

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.