Thank you for your kind assistance in sending me the forms required for ownership of the investments left me by my late husband.
I am writing you this as a testimonial to the stress and problem of filling out the multitude of forms required when a person is the primary beneficiary of investments and to request that your company offer a service to its clients to help them.
It was six weeks before I could even think about tackling the job of looking at the many forms required by each company. When I did look at them, I found them very confusing. I did not know whose name to put on which form. I had to call each company and get a person to help me fill out the forms and to assure me that I had done it correctly. I spent time two different days on the phone talking to representatives. They could not give me all the answers and I had to phone my tax consultant and also you, Mary, for additional advice. Some of the companies were more helpful than others. Often I had to call them several times, as additional questions came up and I would always get a different person the next time I called. This required a story review before I could ask my question. All the companies required one or two signature guarantees which I obtained at my bank. Other time-consuming jobs were making copies for both your and my files, and the trip to the post office. All in all I spent most of a week on this task and will still have to do follow up calls to each company to make sure that no mistakes have been made.
Very frankly, if you offered a service to do this I would have looked at the cost, thought about the stress that I was in right after my husband died, the stress I felt in having to do the task, the amount of time, the worry about doing it correctly, and opted to have you do it.
Thank you, Mary, for all the patient help and consideration you have given me during the past two years while I have been going through John’s illness and death. I would not have been able to know what to do without it.