After Sharon and I reviewed the estate report line by line, I had a better idea of what was going to happen at the probate hearing. We decided to keep the attorney and accountant in place for now. That meant learning how to deal with unresponsive, patronizing professionals. With coaching, I practiced making concise and clear requests. As Sharon sat next to me I called the aggressive broker stating there would be no buying or selling in the account until further notice. Getting through that call gave me a glimmer of hope that I could get through the other difficult conversations.
Sharon and I made a ‘to do’ list of projects and tasks with timelines. We blocked out time on my calendar so to keep from getting behind. I kept to a routine throughout out the months of finding and sending information back and forth to the attorney and lawyer. This was a crash course in estate management! Throughout the process, having access every day to Sharon via email or a quick phone call made all the difference to my state of mind.
With time, support, and perseverance Ruth met each challenge. Not only did she untangle her father’s complicated estate, she no longer was intimidated by professionals. Ruth now knows the qualities to look for when building her own financial team. That skill continues to serve her well.