- Get title changed on Silver State account
- Establish cost-basis/capital gains/etc. of sale of brokerage and stock assets DONE 12-9-10
- Sell brokerage holdings DONE 12-9-10
- Get Tom's sign-off on Silver State VISA card
- Get title changed on Southwest Gas stock account
- Sign notarized statement revoking the Flagg Family Trust
- Pay off Somersby House
- Execute quit-claim deed on house
- Investigate whether TITLE needs to be changed
- Notify FoxRidge POA of title change
- Pay off Chase home equity loan
- Fax letter to Chase requesting that the HELOC be closed
- Sign off on titles to both vehicles
- Get title changed on joint brokerage account
- Make change of address with IRS
- Change title of Sole & Separate brokerage account to Nancy Flagg Trust
- Move Wells Fargo savings balance to Tom's account
- Open Chase Bank checking account
- Close joint Wells Fargo checking & savings
- Stop auto-pays for mortgage and HELOC
- Change direct deposits on Equus
- Close WestStar account
- Change billing accounts for XM Radio DONE 2-22-11
- Double-check name on charitable donations for 2011 (UNLV Foundation OK, Utah OK, So Poverty OK, Habitat OK, Planned Parenthood OK)
- Change beneficiaries (pension, life insurance)
- Change beneficiaries (Fidelity)
jan 20 2010 ∞
nov 20 2011 +
nov 20 2011 +